Mumbai, December 11, 2025: Dhanvesttor, India’s women-led portfolio management and mutual fund distribution platform, today announced its 2026 Strategic Roadmap, reinforcing its commitment to building a trust-focused, suitability-driven wealth ecosystem for women. The roadmap outlines a series of enhancements across advisory processes, governance standards and investor experience design, introduced at a time when women’s participation in India’s capital markets is expanding at an unprecedented pace.
As part of the roadmap, Dhanvesttor will strengthen its advisory architecture with deeper risk assessment models, refined suitability frameworks and clear, goal-based allocation pathways across PMS and mutual fund strategies. The firm’s advisory approach for 2026 is structured around long-term financial planning, product clarity and decision-making simplicity, ensuring that women investors receive guidance aligned with their life stages, financial realities and wealth ambitions. Speaking about the roadmap, Anooksha Soham Bathwal, Founder & CEO of Dhanvesttor, said, “Women in India are no longer passive observers in wealth creation; they are becoming active architects of their financial futures. Our 2026 advisory roadmap reflects that shift by prioritising clarity, discipline and long-term alignment over product-led noise.”
Dhanvesttor will simultaneously reinforce its governance and investor protection framework in line with evolving expectations across PMS and mutual fund distribution. The enhanced framework will focus on greater transparency in communication, strengthened suitability documentation, tightened review cycles and expanded data privacy measures. The firm is also constituting an external governance group comprising experienced women professionals from financial services to provide independent oversight and to elevate advisory discipline across the organisation. Bathwal added, “Trust sits at the core of women’s investing behaviour. Strengthening governance is not a regulatory obligation for us, it is a responsibility.”
To further reduce the barriers women often face while navigating financial products, Dhanvesttor will introduce a redesigned investor experience that simplifies the entire wealth journey. The new interface will offer a cleaner onboarding flow, intuitive dashboards, jargon-free explanations of PMS and mutual fund offerings and contextual learning cues to help women make informed decisions with confidence. The roadmap is built on the belief that meaningful participation from women requires not only sound advisory but also an environment where the investment process feels approachable rather than intimidating.
Dhanvesttor’s 2026 roadmap underscores its long-term ambition to create a category-defining women-first wealth architecture built on advisory clarity, robust governance and simplicity-led design. Bathwal noted, “The next decade of financial inclusion will be shaped by women who invest with intent and information. Dhanvesttor aims to stand beside them as a trusted ally in that journey.”
