Wealth Management Services
At Dellorz, we go beyond financial advice we curate a complete ecosystem that aligns every aspect of your wealth with your life’s goals. From investments and insurance to tax strategy and legacy planning, our services are designed to help you grow, protect, and transfer wealth seamlessly.
Mutual Funds
At Dellorz, we make investing in Mutual Funds simple, transparent, and completely paperless. Explore a wide range of schemes across top AMCs and start your wealth-building journey with flexibility and expert guidance.
Why Mutual Funds Matter:
Mutual funds are one of the most efficient ways to build long-term wealth. They allow investors to participate in the market through
professionally managed portfolios that balance growth and stability.
Benefits:
- Diversification: Reduce risk by spreading your investments across multiple asset classes.
- Professional Management: Certified fund managers work to optimize your returns.
- Liquidity: Redeem or switch your investments anytime with ease.
- Accessibility: Begin with small investments through SIPs and grow consistently over time.
Mutual Funds are ideal for achieving long-term goals such as retirement planning, wealth creation, or children’s education all while managing market risks efficiently.
Start investing today with Dellorz where smart investing meets simplicity.
Domestic Equity
Investing in Domestic Equity means owning shares of India’s most promising companies. Dellorz helps you identify high-quality businesses and invest confidently in India’s fast-growing economy.
Why Choose Domestic Equity?
- High Growth Potential: Capture long-term returns from India’s expanding markets.
- Wealth Creation: Equities have consistently delivered superior returns over time.
- Ownership Advantage: Become a shareholder in companies shaping India’s future.
With Dellorz’s research-driven approach, you can build a portfolio that grows with the nation’s progress.
Global Equity
Go global with Dellorz and own a share of world-leading companies like Apple, Google, Microsoft, and Tesla. Gain international exposure while diversifying your portfolio.
Why Invest Globally?
- Geographical Diversification: Reduce dependence on Indian markets.
- Access to Global Leaders: Participate in innovation-driven industries.
- Currency Edge: Potential for returns boosted by foreign currency appreciation.
Investing globally enhances stability and growth in your overall portfolio. Dellorz empowers you to explore opportunities across economies, safely and seamlessly.
Insurance
Life can be unpredictable, but your financial security doesn’t have to be. Dellorz Insurance Solutions are designed to safeguard your health, life, and wealth ensuring peace of mind for you and your family. Types of Insurance we offer:
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Term Insurance
- Protect your family’s future with affordable, high-coverage term plans.
- Financial stability for dependents in your absence
- Coverage for loans and daily expenses
- Peace of mind with long-term protection
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Health Insurance
Quality healthcare without financial stress. Dellorz Health Insurance ensures you and your family are protected from rising medical costs.- Cashless treatment and hospital coverage
- Comprehensive protection for medical emergencies
- Tax benefits under Section 80D
Insurance is not an expense it’s a safeguard for your family’s future.
Loans
At Dellorz, we understand every financial goal is unique. Whether it’s buying a home, funding education, or expanding your business our range of loan options makes achieving your dreams simple and stress-free. Our Loan Offerings include:
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Personal Loan
Quick, flexible funding for weddings, travel, or emergencies. Fast approvals and minimal documentation. -
Home Loan
Turn your dream home into reality with attractive rates and flexible tenure. Affordable EMIs and end-to-end support. -
Car Loan
Drive your dream car home with ease. Quick processing, low interest rates, and fast disbursal. -
Education Loan
Invest in your future through education financing. Study in India or abroad without financial barriers. -
Business Loan
Fuel your business growth and expansion. Flexible funding designed for entrepreneurs.
Why Choose Dellorz Loans:
- Instant approval and digital processing
- Minimal documentation
- Custom EMI plans
- Transparent and secure terms
Tax Planning
Smart tax planning isn’t just about saving tax it’s about managing your wealth efficiently. At Dellorz, we provide personalized tax strategies that help you retain more of your income and grow it effectively.
Our Tax Planning Services Include:
- Strategic planning under Sections 80C, 80D, 80CCD, and more
- Guidance on tax-saving investments with growth potential
- Capital gains and retirement tax optimization
- Filing and compliance support
Why It Matters:
Effective tax planning allows your money to stay invested and compound, accelerating your wealth creation journey.
With Dellorz, you save more, invest smarter, and build stronger financial foundations.
Will Creation
Your wealth deserves direction, not confusion. A Will ensures your assets are distributed according to your wishes and your family is protected from legal complications.
Dellorz simplifies will creation with expert guidance, legal accuracy, and complete confidentiality ensuring your legacy is passed on smoothly.
Why Create a Will:
- Ensure rightful distribution of your assets
- Avoid disputes and legal hassles
- Specify guardianship for dependents
- Provide clarity and peace of mind to your loved ones
Our Process:
We help you assess your assets, draft a legally valid will, and keep it updated as life evolves so your financial legacy remains secure and respected.
Take control of your tomorrow, today with Dellorz.
