We’ve been in the mutual fund industry since 2011, offering top-tier investment solutions.
Doshi Wealth Private Limited is here to help you build a strong FINANCIAL FUTURE.
Our mutual funds are designed to offer diversified portfolios, low fees, and expert management to help you achieve your financial goals.
Your risk profile, past investments, your preferences and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Review frequency and timing are defined according to the portfolio’s structure and objectives.
Nikita is dependable, highly motivated and well informed about her job. She has a commendable knowledge of the market and keeps me informed formally and informally both on my investments despite me living out of the country. She has gone out of the way to help me in opening my NR account when banks were giving me the hard time, and my investments. She communicates continuously, has clearly sets the investment goals for me and ensures there are no surprises. I highly recommend her as she is the best relationship manager I have ever come across. Thank you Nikita for all the great work you are doing!
Capital Blue Cross, USA
In the initial stages of my Career, my Salary was divided into 2 parts – One which meets my necessities and the remaining part was for Fun and enjoyment. But after meeting the Money Farmers team, they have introduced me to the 3rd and probably the most vital part of my earnings – Investment / Savings. They have suggested me options which has not only allowed me to save money but also continue to suffice the other 2 parts. They have always educated me about the options and helped me in my decisions. Thank you Money Farmers...!!
Landmark Group - Retail Planner
Over the past few months my Investment objectives were handled by Vidit Doshi of Money Farmers. Having held several conversations with him, Vidit clearly understood my requirements and goals together with the level of risk I was prepared to undertake and incorporated this in the Investment Plan. I have been impressed by his professional dedication, and seemed to to iron out problems effortlessly which appear to multiply when investing from abroad and having to deal with Indian bureaucracy at the same time. He has responded promptly to my queries, having gone the extra mile and has handled the whole process efficiently from start to finish. On a personal level, I have found Vidit to be a warm and friendly person and look forward to strengthening our relationship both at a professional and personal level over the coming years.
Designation