Dhokiya's Research Analyst is a Private Ltd SEBI Registered Research Analyst (One Person Company).License No:- INH000015941
Chetan Dhokiya is the Founder and Chief Financial Planner of Dhokiya’s Research Analyst (OPC) Private Limited. He is a SEBI registered Research Analyst. Having over 7 years of experience in the financial research field.
We have around more than 200+ active clients, for whom we have made financial advice easily accessible so they can have financial peace and independence into there day to day life. Our clients are from Maharashtra, Madhya Pradesh, Gujarat, Uttar Pradesh, Delhi and all over India.
Our innovative planning approach stands out for its disciplined, well-researched, and successful strategies. Beginning from bottom to top level approach, we thoroughly consider all aspects in our decision-making. We are confident that by offering a tailored and reliable service, we create a strong and mutually beneficial client relationships with our clients.
We are committed towards having clearing cut discussion with our clients to provide them with personalize service. Through a discussion we are able to reach a common ground towards finding the best financial investment advice for them. Also making them aware about planning there goals to make growth & preserve there wealth.
The team that provides the research are a bunch of individuals who are experienced in there respective fields. They will be providing research as per Technical and Fundamental aspects study of the markets. Which is always committed towards achieving the trust, confidence and success of our clients.
Our Journey
- 2017
- 2018 - 19
- 2020 - 21
- 2022 - 23
- 2024 - Present
Starting his career with initial beginning in year 2017, Chetan Dhokiya obtained his Investment advisor license from SEBI and started working as an individual investment advisor, gaining valuable experience in financial analysis and investment strategies.
Over the past one year, Chetan honed his skills and built a strong network in the industry, gaining the trust of his clients and becoming known for his astute investment advice. He has also developed many different kinds of investment & trading strategies during the period.
In year 2020, While most of the world was shutdown due to the Corona Virus lockdown period. Chetan decided to branch out on his own and hired a team of individuals offering personalized investment solutions to his growing client base. Also during that period in India a whole lot of people started involving in stock markets. There as well was a need of an Investment advisor to guide them towards there first investment.
As his reputation & relationship with his clients continued to grow, Chetan expanded his services and diversified his portfolio, catering to a wider range of clients as per there requirements and different kind of industries. Which involves Investment, Trading advice, Mutual fund investments and Insurance advisory, etc.
By the year 2024, Chetan had founded Dhokiya's Research Analyst, a one-person private limited company focused on providing in-depth financial research and tailored research reports to high-net-worth individuals and institutional investors. His company quickly gained recognition for its comprehensive analysis and strategic recommendations, solidifying Chetan's position as a trusted advisor in the finance industry.
Our Ideology
We have a strong belief that when individuals achieve financial security, they also experience happiness on mental, emotional, and spiritual planes. Our aim is to help our clients fulfill their goals by offering financial guidance and establishing a foundation of trust. We prioritize maintaining the highest standards and ethical practices in business, along with fostering close and interactive relationships to ensure our clients feel comfortable and understood.
Why Us
Advantages
Advantage of working with us as a client is that. We continue to prioritize our clients and always place their interests first, emphasizing the importance of our integrity and trust duty with our clients.
Confidence
We back up our words with actions and uphold the same standards we promote. Confidence comes from experience & expertise. Our transparency covers everything from our offerings and costs to our deliverables and services. Discover what our clients have shared.
Methodical Approach
Our constant approach centers around solutions, not just products, with strategies that are practical, realistic, and time-bound in line with SEBI RA guidelines.
Qualified
The team provides research from Technical & Fundamental aspects of investment options using data evaluation. Each recommendation we put forward is substantiated by research and data, assisting us in suggesting options that are mindful of our client's risk tolerance. We have a team of qualified individuals helping us complete the task.
Advance Tech
Leveraging the technology, our Reporting and Financial Plan Platform ensures accurate risk profiling, empowering peoper decision-making through robust, comprehensive, and updated reporting features.
Trust-Worthy
When it comes to money having patience is the key towards success. Believing in the philosophy Mr. Chetan Dhokiya and his team is working every single day to deliver performance towards there client base. Achieving the trustworthiness from all the people who are involve with there services.
