HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
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About us
"Doshi Wealth Private Limited" formerly known as "Money Farmers" belongs to India's modern breed of financial planning and wealth management companies that has rebranded itself to better reflect its commitment to providing comprehensive financial solutions and exceptional services to its clients. With a wide range of products & services Doshi Wealth is helping its clients navigate the complex world of finance & investment and attain financial freedom.
Money Farmers (since 2011) derives its name from Roots of Indan Culture - Farming. We at Doshi Wealth Private Limited look forward to sow your Hard Earned Money with Our Expertise and give you the Final product - FINANCIAL FREEDOM
We firmly believe that no two clients are alike & hence take into account their unique situation to provide recommendations that are truly personalised. We are committed to providing our clients with the highest level of service and support. For enhancing our strength we have made strategic alliances with some of the best Financial Service Providers in the Country, and our rebranding to Doshi Wealth is a testament to our dedication in helping our clients achieve their financial dreams.
Doshi Wealth Private Limited is here to help you build a strong FINANCIAL FUTURE.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
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...!!
Prakash A
Landmark Group - Retail Planner
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.
Rashesh Shah
Project Manager - ZEUS Learning
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.
Dhiren Hindocha
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!