ABOUT US
DVS ASSOCIATES PRIVATE LIMITED (formerly known as DVS Finplanners Private Limited) was founded by D V Suresh, holding a CFP Ⓡ certificate from the Financial Planning Standards Board of India (FPSB) and has an experience of over 25 years in the financial services segment.
DVS Associates Private Limited is a AMFI Registered Mutual Fund Distributor.
325+
Investors
25+
Experience
Client Firstbeing the motto the CFP Ⓡ certification further emphasizes the fiduciary responsibility to work in the absolute interest of our clients and provide unbiased services.
As our tag line goes, we follow the process of " DISCUSS VISUALIZE SUCCEED "
We DISCUSS in detail the needs of our clients, understand their preferences and risk profiles. We make them VISUALIZE how they can achieve their financial needs by following the step by step process with appropriate products that helps achieve their financial goals.
We try to hand hold the client in walking through the process and help them SUCCEED in achieving their desired goals.
Our Clients include NRIs and are being served across many countries including USA, UK, New Zealand, Australia, Singapore and Middle East.
OUR VISION
To be the most trusted partner in every individual's journey towards financial freedom, by redefining how people plan, invest, and grow their wealth across generations.
OUR MISSION
DVS Associates exists to simplify wealth creation through personalized financial strategies, consistent guidance, and ethical investment practices. Our mission is to help clients build resilient portfolios, form disciplined habits, and unlock their full financial potential through mutual fund investing and long-term planning.
Team
What Our Team Says
D.V. SURESH CFP Ⓡ
Having an experience of over 35 years, it has been a very fulfilling, learning and enriching experience in the last 2 decades, to see our clients achieve what they dreamt and desired and reach financial freedom.
The journey has helped achieve many mile stones such as Award in Financial Planning from The Chartered Insurance Institute - London (CII-UK), TOT-MDRT (USA), CFPⓇ
Is associated with professional organisations, namely:
Member CPAC (CPF Professional Advisory Council)-FPSB-India
Pro-Member NetworkFP-Mumbai,
Executive Member Federation of Financial Planners-Hyderabad
Executive Committee Member-APIFA-Hyderabad,
Professional Member-COFP Bengaluru
Member-FIFA-New Delhi
Associate-IFA Galaxy, Chennai
The practical experience with clients has helped pen a few articles in the general interest of the public and financial services fraternity. Has Co-authored the book "Stay Hungry Stay Bullish".
Have always enjoyed educating clients in their taking wise decisions on their financial matters.
Whether it is a human or a business entity, both require SOUND FINANCIAL HEALTH. Only then does the LIFE be meaningful and the BUSINESS successful.
Mobile: +919394701501
Mobile: +916309370150
Email: dvs@dvsuresh.com
SURJITA SURESH CFP Ⓡ
Director, DVSA
Surjita is a commerce graduate, having completed her Chartered Accountants-IPCC and is a qualified CFPⓇ. Constantly updating herself with the changes in the field, she also holds the certificate of a Qualified Professional Financial Planner issued by NFP. Awarded a credential in International Wealth Management by Moody's Analytics in January 2025.
Surjita joined the team in February 2013, during her years working as an Associate Financial Planner (AFP) under the guidance of Senior Financial Planners, Surjita built on her knowledge from her studies and gained the experience of assisting in all aspects of client financial goal achievement process. Having attained the necessary qualifications and experience as an CFP, Surjita continues to feel passionate about delivering a high-quality service and developing new strategies to ensure her clients' financial well-being.
Having gathered over 12 years of experience in investment planning, wealth management and personal financial management she has been instrumental in building comprehensive financial solutions tailored to individuals and families across the globe.
At DVSA we strongly always put the CLIENT FIRST and Financial wellbeing for every family.