About Us


Your trusted partner in wealth management and financial solutions in the United States. Our mission is to empower individuals and families with the knowledge and tools they need to achieve financial success and security. We are bringing wall street to main street.

At DAAS FINANCIALS, we understand that moving to a new country can be daunting, especially when it comes to managing your finances. That’s why we are here to be your trusted partner in wealth management and financial solutions for immigrants in the United States.

Our mission is simple – to empower individuals and families with the knowledge and tools they need to achieve financial success and security. We believe that everyone deserves the opportunity to build a solid financial foundation, regardless of their background or circumstances.

With years of experience in the financial industry, our team of experts is well-equipped to guide you through the complexities of the U.S. financial system. We understand the unique challenges that immigrants face when it comes to banking, taxes, investments, and insurance, and we are committed to providing tailored solutions that meet your specific needs.

One of our core values is transparency. We strive to provide clear and concise information, so you can make informed decisions about your finances. Whether you are looking to open a bank account, file your taxes, invest in stocks, or protect your loved ones with insurance, we are here to simplify the process and help you navigate the intricacies of the U.S. financial landscape.

At DAAS FINANCIALS, we take pride in our personalized approach. We take the time to understand your unique goals, aspirations, and challenges, and then develop a customized plan that aligns with your needs. Our team is dedicated to building long-term relationships with our clients, fostering trust and ensuring that your financial journey is a smooth one.

We also understand that financial success is not just about making money, but also about preserving and growing your wealth. That’s why we offer a range of comprehensive financial services, including investment management, retirement planning, education funding, and estate planning. Our holistic approach ensures that every aspect of your financial well-being is taken care of.

When you partner with us, you can expect access to top-notch financial strategies and solutions, backed by cutting-edge technology and a deep understanding of the immigrant experience. We are committed to staying ahead of the curve, constantly learning and adapting to changing market conditions and industry trends, so we can provide you with the best possible advice and guidance.

At DAAS FINANCIALS, we are more than just a financial services firm – we are your dedicated team of financial advisors and advocates. We are here to ensure that your journey to financial success in the United States is as smooth as possible. Trust us to be your partner in achieving your financial goals and securing your future.

``Education is the key that unlocks the door to financial freedom. By learning about wealth management and making informed decisions, you hold the power to shape your financial destiny.``

Our Team

Aditi Saxena

Director & Senior Field Chairman

Abhishek Shrivastava


Vagish N Sinha


Manish Jain

Regional Marketing Director

Alok Navapura

Regional Marketing Director

Nisha Gupta

Marketing Director

Archana Krishnan

Marketing Director

Sandhya Patel

Marketing Director