In an industry traditionally tilted toward male-centric models of wealth management, Anooshka Soham Bathwal is forging a new path. As the founder and CEO of Dhanvesttor, a boutique firm that caters to ultra-high-net-worth individuals (UHNI), she’s transforming the way women engage with their finances. Anooshka’s approach centres on empathy, ethics, and empowerment, offering a wealth management experience that prioritises the holistic well-being of her clients, not just the growth of their portfolios. Through her vision, Anooshka is creating a space where women can build their financial futures with confidence and purpose.
Anooshka’s journey into the world of finance began like many others: in the fast-paced, high-stakes environments of top financial institutions. However, what set her apart early on was her acute awareness of the gender imbalance in these spaces, both in terms of leadership and client service.
This realisation sowed the seeds for Dhanvesttor, a company that would go beyond managing money; it would prioritise long-term, value-driven investments that resonate with women’s unique financial and emotional goals.
“Women, despite increasing their wealth exponentially over the past decades, were still largely underserved or misaligned with traditional wealth management approaches. I wanted to create something that truly understood the journey and values of women investors. For most of my clients, money is not just a tool for profit. It’s a way to build a legacy and a path toward impact.” said the founder.
The FAITH Strategy: Ethical and Responsible Investment
At the core of Dhanvesttor’s philosophy is Anooshka’s FAITH strategy, a framework built around five key pillars: Fundamentals, Allocation, Intrinsic Value, Top Management, and High Principles. This method serves as a guide for making responsible, thoughtful investment decisions, ensuring that clients’ portfolios reflect their ethical values and long-term financial objectives.
Her FAITH strategy is a conscious departure from the high-risk, high-reward mentality that often dominates wealth management for UHNIs. Instead, Dhanvesttor emphasises patient capital, focusing on fundamentals and sustainable value creation. According to APMI data, Dhanvesttor’s FAITH Strategy ranked amongst the top 12.5% Portfolio Management strategies on a 3-month basis.
Empowering Women Through Education
One of the most distinguishing features of Anooshka’s approach is her commitment to Co-Learning and Community Building (CLCB). She believes in creating a collaborative environment where clients aren’t just passive investors—they become active participants in their financial journeys. Dhanvesttor offers intimate, small-group sessions where women can learn about the stock market, asset classes, and investment strategies in a non-judgmental, welcoming space.
“This educational initiative isn’t just about demystifying investments; it’s about fostering financial autonomy. It’s also a key driver of Dhanvesttor’s organic growth, with clients frequently referring friends and family once they experience the firm’s unique approach,” Anooshka confidently asserts.
Building for the Future: Financial Inclusivity and Expansion
While Dhanvesttor’s current focus is on UHNI women, Anooshka has her sights set on a broader demographic. She aims to eventually introduce products like Exchange-Traded Funds (ETFs), Systematic Investment Plans (SIPs), and micro-financing opportunities to cater to high-income and even middle-income women empowering more women to take control of their financial lives, regardless of their wealth level. One of the key areas she’s passionate about is female entrepreneurship.
“Many women struggle with financing due to barriers like poor credit scores. We want to create financial products that specifically support female entrepreneurs, helping them scale their businesses and achieve financial independence,” Anooshka states.
A New Vision for Wealth
Anooshka’s success is not just about numbers and returns, it’s about challenging the status quo. In an industry that has long catered to male-centric norms, she has created a space where women are seen, heard, and empowered. Her compassionate, client-centric approach resonates deeply with her clients, many of whom have experienced wealth differently, through inheritance, entrepreneurship, or long-term savings when compared to traditional male clients.
It’s this sensitivity to their emotional connection with wealth for women that has helped Dhanvesttor achieve an impressive alpha of 7.64% since its inception in January 2024, outperforming industry benchmarks and proving that ethical, value-driven investments can be as financially rewarding as they are fulfilling.
With Dhanvesttor, Anooshka is redefining what it means to manage wealth. Her focus on ethical investing, client education, and empowering women is not only a refreshing alternative to traditional wealth management but a blueprint for the future of the industry. Under her leadership, Dhanvesttor is proving that wealth, when aligned with values, can be a force for good, not just for individuals, but for society at large.
As Anooshka looks toward the future, she remains committed to expanding her mission of creating a more inclusive, empathetic, and responsible financial ecosystem, one that truly serves the needs and values of women.