In an era where market participation is growing faster than financial understanding, Anooshka Soham Bathwal is taking a deliberately different path. As the Founder and CEO of Dhanvesttor, India’s first women-focused Portfolio Management Services (PMS) and advisory platform, she is building a business that prioritises clarity, suitability and long-term discipline over volume-led growth and short-term performance narratives .
India today boasts more than 15 crore mutual fund folios, yet investor outcomes often tell a more fragile story. According to Bathwal, the gap lies not in access but in advice. “Participation has expanded rapidly, but advice quality hasn’t kept pace,” she says. “Many investors, especially women and first-time participants, enter markets without adequate context, risk understanding or behavioural support” .
This insight became the foundation of Dhanvesttor. What began as a mission to simplify investing has evolved into a governance-led advisory platform designed to help investors stay invested across cycles. “Our focus is not just on helping clients enter markets, but on ensuring they remain aligned with long-term goals instead of reacting to short-term volatility,” Bathwal explains .
At the core of Dhanvesttor’s model is a suitability-first philosophy. Despite record monthly SIP inflows exceeding ₹20,000 crore, discontinuations during volatile phases remain high across the industry. Bathwal believes this is largely behavioural. “Return-chasing, weak asset allocation and reactive decisions erode outcomes,” she notes. “That’s why our advisory process starts with risk profiling, goal mapping and disciplined asset allocation, not market timing” .
This approach has shaped Dhanvesttor’s FAITH Strategy framework, which emphasises patience, transparency and accountability. Rather than selling complexity, the platform simplifies decision-making through structured onboarding, plain-language communication and periodic portfolio reviews. “Trust is built through predictable processes and clear frameworks, not performance claims,” Bathwal says .
As markets become increasingly information-heavy, Bathwal sees the role of wealth platforms shifting fundamentally. “Platforms can no longer function as distribution channels alone,” she says. “They must act as behavioural anchors, especially during uncertain phases” . Aligning with SEBI’s repeated emphasis on suitability and risk disclosure, Dhanvesttor treats behaviour management as core infrastructure rather than an afterthought.
Looking ahead to 2026, Bathwal’s leadership philosophy mirrors her investment approach. “Patience, governance and clarity compound over time,” she reflects. “Growth that ignores these principles may be fast, but it isn’t durable” . Her focus remains on strengthening systems, institutionalising decision-making and scaling advisory integrity without diluting trust.
In a market often driven by noise, Anooshka Soham Bathwal is quietly building something rarer — an investing platform designed to last.
