About Us

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB)

Our mission is to help our clients make smart investment and financial decisions

Wealth Plus financial solutions is meant to help our clients make right investments and financial decisions through professional services. Our values include uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

We believe we will be satisfied if our clients are satisfied. Our Core values are: We provide best in class personalized service. We educate investor fraternity. We upholds the highest standard of professionalism ,ethics,honesty and trust. We consider each client as unique and special.

Our Team

Dhanya V R, CFP CM

Certified Financial Planner PGDM

Founder & Managing Partner - Wealth Plus Financial Solutions. | Phone: 9539074117

Dhanya VR is the founder of Wealth Plus and has over a decade of expertise and experience handling Personalised financial planning and Wealth management for highly discerning clients, both in India and abroad
Dhanya believes in the philosophy “Each to his Own” - every individual client has his/her specific investment goals depending on age, income, expenses, financial responsibilities, productive years before retirement & for post-retirement period and hence each and every investment advice plus Portfolio offered has to be specially designed based on personalised financial analysis.

Jose Prakash T S

FPSB Investment Planning Specialist

Managing Partner, JDI Wealth | Phone: 9995166032

Jose has 15 rich years of experience in the field of financial services. He has a proven background in the corporate world, having worked with leading global brands like HSBC Bank, HDFC Bank & Axis Bank and facilitating hundreds of individuals and corporates successfully managing their portfolio to enhance and safeguard their hard-earned wealth.
Jose leads JDI Wealth, an AMFI Registered Mutual Fund Distributor, that support and enable clients to transact in all kinds of mutual funds-Lumpsum Investment and Systematic Investment Plan (SIP). JDI Wealth is also the distribution partner for India’s leading brands like SBI MF, HDFC MF, ICICI Prudential MF, AXIS MF, Nippon MF, TATA MF etc
Jose ensures that, through JDI Wealth each customer experiences Global standards in service quality through transparent interactions and making available latest technology for portfolio monitoring at finger tips.