Intro
About us
At Dharma Life & Wealth Advisors, we help individuals and families build meaningful financial futures with confidence.
Our mission is to guide you through every stage of wealth—growth, protection, and legacy—so you can live well today and create a secure tomorrow.
24/7 full
online support
2 years of
experience
Creative
finance idea
With personalized strategies tailored to your goals and values, we go beyond numbers to align your finances with your life purpose. Whether it’s planning for retirement,
protecting your loved ones, or passing on generational wealth, our advisory team brings clarity, care, and expertise to every decision.Backed by years of
experience and a deep understanding of financial principles, Dharma is more than a wealth advisory—it’s a partner in living a balanced and empowered life.
Our Core Values
Our Vision
To make ethical, intelligent financial guidance accessible to everyone, regardless of background.
Our Mission
To democratize wealth building through AI-powered tools and personalized financial planning.
Our Founder
Ashok Myneni
Ashok Myneni, Founder of Dharma Life & Wealth Advisors, is a Certified Financial Planner with a Master’s in Engineering from PSG College of Technology, Bharathiar University. With 20+ years in the IT industry, he managed global teams and large-scale budgets before shifting focus to fintech-led investment solutions and personal wealth management.
He is known for his transparent, client-first mindset and commitment to ethical innovation. Growing up in a middle-class family with limited access to financial guidance, Ashok is passionate about making financial literacy and smart investing accessible to all.
Key Achievements
- Earned Certified Financial Planner (CFP®) designation
- Guided clients through market downturns with minimized losses
- Developed proprietary wealth frameworks for high-net-worth individuals
- Reduced client tax liabilities by an average of 20%
Your Journey with Dharma Starts Here
Plan, Secure, Succeed,
Let’s Begin
STEP 1
Initial Contact / Discovery Meeting
We introduce our services and understand your goals, expectations, and financial concerns to build a strong foundation for planning.
STEP 2
Data Gathering
We collect detailed financial data including income, expenses, assets, liabilities, insurance, tax records, and personal goals.
STEP 3
Analyze and Evaluate Financial Status
We assess your overall financial position—cash flow, investments, insurance, tax strategies—and identify any risks or gaps.
STEP 4
Develop the Financial Plan
Based on your unique goals, we create a personalized plan with short- and long-term strategies, projections, and risk management.
STEP 5
Present the Plan
We present the plan in detail, answer your questions, gather feedback, and adjust it to ensure clarity and alignment with your priorities.
STEP 6
Implement the Plan
We coordinate with professionals and help you take concrete steps—setting up accounts, transferring assets, and executing the plan.
STEP 7
Monitor & Review the Plan
We regularly review your plan to ensure it remains aligned with your life goals, and make adjustments for changes like job shifts or milestones.
0
Prospects
0
Business Partners
0
Happy Clients
0
Years Experience
Frequently asked questions
-
How often will we review my financial plan?
We typically review your plan at least once a year, or more often if your goals, income, or life circumstances change.
-
How is Dharma different from other financial advisory firms?
We blend ethical values with AI-powered tools to deliver transparent, client-first advice. Our approach is deeply personal, yet powered by innovation.
-
How secure is my personal financial information?
We use encrypted platforms and comply with industry-standard security protocols to ensure your data stays safe and private.
Testimonials
What Our Clients Say
Dharma gave me peace of mind. Their approach to wealth management and life insurance planning gave me the confidence to focus on my family's future.
Ravi Menon
Entrepreneur
Dharma truly listened. Their team made complex estate and tax planning feel simple and gave me clarity and confidence in every step. I finally feel secure about the legacy I’m building for my family.
Meera Shah
Finance Consultant
Dharma guided me through every financial decision with patience. Their support in retirement and investment planning gave me peace of mind. I now feel confident about my future and my family's security.
Neeraj Verma
Senior Project Manager