Vidit Doshi

Doshi Wealth Private Limited•Mumbai,MH

128 Second Floor, Raghuleela Mall, Behind Poisar Bus Depot, Kandivali West, Mumbai, Maharashtra 400067,

Mumbai, MH, 400067

128 Second Floor, Raghuleela Mall, Behind Poisar Bus Depot, Kandivali West, Mumbai, Maharashtra 400067, Mumbai, MH, 400067

View Linkedin View Website

About

We are a professional wealth management and financial advisory firm specializing in Mutual Funds, Insurance, Fixed Deposits (FDs), PMS, Retirement Planning, Goal Mapping, and Financial Planning. Through personalized, transparent, and goal-oriented advisory, we focus on strategic asset allocation, risk management, and disciplined investing to help clients achieve sustainable long-term wealth creation.

Practice at a glance

Years of Experience

400

Families Served

₹80

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, HNI Families, Salaried Executives

Language Spoken:Hindi, Gujarati, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

264899

NSE/BSE Authorized Person (AP)

AP01326301160416

APMI Registered PMS Distributor

APRN07514

SIF Distributor (AMFI)

2510253380

Education

Formal Education

BSc – Bachelor of Science, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-B – Investment Adviser Level 2, NISM X-A – Investment Adviser Level 1, NISM XIII: Common Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Vidit Doshi.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment