In a world where financial advice often feels impersonal or intimidating, Anooshka Soham Bathwal, CEO and Founder, is quietly reshaping the narrative—especially for women. By combining empathy, education, and a strong sense of community, the platform empowers women to take control of their financial futures. Whether it’s a young architect finding clarity in her investment goals or first-time investors in smaller towns learning the ropes through digital tools, Dhanvesttor’s mission is clear: to make wealth management personal, purposeful, and profoundly inclusive.
1. Can you share a real example of how Dhanvesttor has helped a client achieve clarity or confidence in her financial journey?
One of our most encouraging stories is about a young architect who came to Dhanvesttor feeling lost about how to grow her income into lasting wealth. She had tried investing on her own but found it inconsistent and overwhelming. Through our personalised sessions and interactive community meet-ups, she learned to define realistic short and long-term goals. We helped her set up an investment plan she could stick to and guided her on how to read market trends without panic. Now she confidently tracks her portfolio, adjusts her investments as needed and talks about finance openly with friends and family. Her journey from hesitant saver to independent investor reflects exactly what Dhanvesttor is here to achieve, giving women the tools and confidence to own their financial future.
2. The AMFI report shows rising female participation in mutual funds, what unique gaps does Dhanvesttor fill for women who are ready to take the next step beyond basic investments?
The increase in women investing through mutual funds is a welcome sign but many still feel limited to simple SIPs. At Dhanvesttor, we focus on bridging the knowledge gap that keeps women from exploring what comes next : whether that is equities, tax planning, or legacy building. We make the process clear by breaking down complex market concepts into practical steps and linking them to individual goals. Rather than just telling clients what to buy, we help them understand why certain choices matter for their future. By doing this, we make sure women do not just stop at the basics but feel equipped to make thoughtful, diversified investment decisions as their confidence grows.
3. How do you see the role of technology and digital platforms evolving in making wealth management more inclusive for women?
Technology has changed how women can access trustworthy advice and real market insights. At Dhanvesttor, our digital platform acts like a reliable guide that stays with clients every step of the way. Women in smaller towns who might not meet an advisor face-to-face can still learn, plan and act with confidence. Tools like live portfolio tracking, easy-to-read updates and secure discussion spaces mean our clients can move at their own pace. As we grow, we will continue to improve these features to make investing less intimidating and more interactive, so more women feel they can participate in markets on their own terms.
4. Looking ahead, what are your top priorities and goals for Dhanvesttor in the next 12–18 months?
At Dhanvesttor, our vision for the next twelve to eighteen months is shaped by our values of Empathy, Empower, Engage and Excellence. We plan to deliver strong returns that aim to surpass the BSE 500 benchmark and increase our assets through careful research and strategy. We see mutual funds as a powerful tool to help India’s middle class build wealth with discipline, so expanding our reach in this space is a priority. We are also looking at launching a new fund that matches our long-term vision and commitment to clients. Alongside this, we will continue to build our Co-Learning Community to bring more women together for workshops and knowledge sharing. Our goal is clear: to grow with purpose, create real impact and keep trust at the heart of every decision we make.
5. Dhanvesttor has positioned itself as a community as much as a service. What role does peer learning and collective experience play in building financial confidence among your clients?
We have always believed that the best financial lessons come not just from experts but from peers who have faced the same doubts and made real choices. Many women feel shy about asking questions in traditional finance spaces but find courage when they see others like them sharing stories and strategies. Through our community events, online discussions and peer circles, women learn what worked for someone else, what mistakes to avoid and how to speak up for their own needs. This collective sharing makes investing feel less isolating and turns knowledge into a shared asset. Over time, it builds trust, breaks down myths and reminds every woman that she is not alone on this journey.
6. What advice would you offer to women who are still hesitant to start their investment journey, despite having the means and awareness?
My message to any woman waiting for the perfect moment is simple: start where you are. It is normal to feel unsure at first but confidence only grows when you take that first step. Begin with an amount you can comfortably invest and make it a habit to check and learn along the way. Do not be afraid to ask questions or to reach out to trustworthy advisors or communities that support your goals. No one becomes an expert overnight : what matters is being consistent, curious and open to learning. At Dhanvesttor, we exist to make sure every woman who wants to build wealth has a place to ask, learn and grow without judgement.
