Driven by knowledge, Built on Trust
DhanShield was founded in 1984 with a simple idea — every family, every business, and every individual deserves a trusted partner who truly cares about their financial well-being. What started as a dedicated insurance practice has grown into a full-service wealth management firm, trusted by thousands across India and beyond.
Our name says it all. Dhan means wealth. Shield means protection. Together, they capture everything we stand for — helping you build wealth, preserve what you've earned, and grow it for the future. Whether you're a salaried professional planning your first investment, a business owner looking for the right insurance cover, or a high-net-worth family seeking expert portfolio guidance — we're here for you.
Over four decades, we've learned that great financial advice isn't about complex jargon or chasing trends. It's about listening to your goals, understanding your life, and creating a plan that actually works — and then staying by your side to see it through.
40 +
Years of Trust
5000 +
Families Served
10,000 +
Claims Settled
20 +
Years MDRT
SEBI
Compliant
Your Partner in Smarter Financial Decisions
At DhanShield, we guide you through every step of your financial journey. Our expert advisors provide personalized strategies, helping you make informed decisions, maximize growth, and achieve your long-term goals with confidence.
Mission
Our mission is to empower individuals and businesses with smart financial strategies, transparent advice, and modern investment tools that ensure long-term financial growth and stability.
Vision
We envision a financially literate world where every investor can make confident, well-informed decisions that lead to sustainable wealth creation and financial independence.
The Minds That Make It Happen
Yash Jain & Rajendra P leads the company’s vision, strategy, and financial operations. With strong expertise in financial planning and business development, he focuses on delivering trusted and customer-centric financial solutions.
Yash Jain & Rajendra P
Founder & CEO
Trusted by Leading Product Partners
We collaborate with trusted and reputed product partners to bring you reliable, high-quality financial solutions. These partnerships enable us to offer diversified investment options, ensuring transparency, performance, and long-term value for our clients.
