Candura Investment Advisors
Principal Advisor: Brijesh Dheman
SEBI RIA REG NO: INA100015151
Brijesh is a seasoned professional and a Director at Candura Investment Advisors with over 20 years of experience in the banking and financial sector. Alumnus of Delhi University with an MBA in Finance and a Hons. degree in Chemistry. He began his career in 2000 in banking services, where he gained experience in providing complete banking solutions across geographies such as Bengaluru, Delhi, and Rajasthan.
Customised solutions that are tailored to meet the specific needs of our clients
Services Offered
Comprehensive Financial Planning
Complete financial roadmap covering investments, insurance, tax planning, and retirement goals.
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Retirement Corpus Building
Systematic approach to building retirement wealth through SIPs, EPF optimization, and smart investments.
Portfolio Review & Rebalancing
Regular portfolio analysis and rebalancing to ensure optimal asset allocation and risk management.
About Candura Investment Advisors
Comprises a team of seasoned professionals with credible vintage across organizations, who have experienced the highs & lows of multiple market cycles, catering to the 'Wealth Management & Real Estate advisory' requirement of its clientele assuring personalized client engagement, highest degree of trust and client confidentiality.
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Candura Investment Advisors different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
