Find And Book Certified
Individual Financial Xperts Instantly

Browse Financial Xperts
by Categories & Area of Expertise.

Explore popular services

Mutual Fund Guidance

Mutual Fund Guidance

SIP & SWP Optimization

SIP & SWP Optimization

Life Insurance Advisory

Life Insurance Advisory

Real Estate Advisory

Real Estate Advisory

GST Filing

GST Filing

Tax Filing

Tax Filing

Explore Certified Financial Xperts

Get xpert advice on mutual funds, taxes, insurance, PMS, and more all from certified professionals you can trust.

Harshal Arun Lahamge
Harshal Arun Lahamge
Pune, India
Chartered Accountant (CA)
Tax Audit, TDS Return Filing, ITR Submission
15 Years Experience
4.3 (28)
Hiten Ashok Shah
Hiten Ashok Shah
Mumbai, India
Mutual Fund Xpert
Corporate FD, Stocks, Bonds , Mutual funds
17 Years Experience
4.4 (31)
Ramkrishna Jalinder Gaikwad
Ramkrishna Jalinder Gaikwad
Pune, India
Mutual Fund Xpert
Insurance, Portfolio Management services (PMS), Mutual Funds
21 Years Experience
4.3 (19)
Suchitra Shriram Medadkar
Suchitra Shriram Medadkar
Pune, India
IRDA Certified Insurance Advisor
Insurance, Life Insurance Advisory, Term Life Policy Strategy
19 Years Experience
4.6 (26)
Viral Vijay Bhatt
Viral Vijay Bhatt
Mumbai, India
Mutual Fund Xpert
Corporate FD, Bonds, Mutual funds
12 Years Experience
4.8 (32)
Bhavesh Garg
Bhavesh Garg
Chandigarh, India
Mutual Fund Xpert
Mutual Fund, Investment Planning, SIP/SWP
7 Years Experience
4.1 (12)

Smarter Financial Decisions in 5 Easy Steps

From downloading the app to xpert consultation here’s how DhanXpert works for you.

Get Started with Ease

Get the DhanXpert app from Google Play or App Store to start your journey toward smarter financial decisions.

Download The App

Why Choose DhanXpert

DhanXpert is India’s first discovery and booking platform designed exclusively to connect investors with certified, independent financial xperts including Mutual Fund Distributors, Insurance Advisors, Tax Planners, and more.

Certified Xperts
Only certified and trusted financial xperts are listed on DhanXpert.

Trust Comes First
All advisors on DhanXpert are certified, rated, and reviewed by real users.
Secure & Private
Your data is encrypted and 100% secure. No spamming.

360° Financial Access
One app to search, book, and consult anytime, anywhere, 24/7.

Download The DhanXpert App

Search, connect, and consult with certified financial Xperts all in one app.

Wall of Love

Real stories from users who trusted DhanXpert for their financial journey.

Nikhil Lotankar

Nikhil Lotankar

Mutual Fund

Wish I’d done this earlier. I had no idea where to start with mutual funds. The expert reviewed my income and goals and gave a simple plan to begin SIPs. Felt empowered after the call — not overwhelmed like I usually do with finance.

C. Pandiselvan

Chennai, India

Loading component...

Frequently Asked Questions

What is DhanXpert and how does it work?

DhanXpert is a digital platform that connects individuals and businesses with certified financial xperts across various domains such as mutual funds, tax planning, insurance, loans, real estate and more.

Are all financial xperts verified?

Yes, all xperts go through a strict verification process before joining the platform.

How secure is my data on DhanXpert?

Your data is protected with industry-standard encryption and security protocols. We prioritize your privacy at every step.

How can I become an xpert on DhanXpert?

Click on “Become a Xpert,” submit your credentials, and our team will review and onboard you after verification.

Is DhanXpert available on mobile?

Yes! Download the app from the Google Play Store or Apple App Store to access full features.