WEALTH BEGINNER

Invest On The Go , Anywhere – Anytime

  • Invest on the Go : Anywhere Anytime
  • Safe & Secure
  • Withdraw Anytime
  • 24*7 Live Portfolio
  • 24*7 Online Chat Consulting
  • Tax Saving In Minutes

WEALTH BUILDER

For Those who require Financial Goal Settings and Hand-holding 

  • Financial Diagnosis By Dr.Funds Expert
  • One To One Goal Setting
  • Hand-holding For Achieving Goals
  • Personalized Goal Tracker Tool
  • Quarterly Portfolio Review
  • One Dashboard For All Investment Products
  • 24*7 Live Portfolio

WEALTH ELITE

For the one’s who deserve Exclusive Wealth Management 

  • Financial Diagnostic By Dr. Funds Expert
  • Private Wealth Management
  • Monthly Reviews
  • Alerts / Triggers For Entry And Exit
  • Dedicated Wealth Manager
  • Free Tax Planning & Filing
  • Estate / Will Planning

India's Best Boutique Private Wealth Management Services

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Yrs of Wealth Management

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Affluent Clients

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Assets Under Management (in Crores)

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NRI Clients

Who We Are

 ” Dr.Funds is founded by a young and energetic team where a founding team individually holds more than 2 decades of experience in Managing wealth for affluent and NRI’s. “

Dr.Funds believes India has seen enough of financial chemists where priority has always been product selling instead of need based approach. Team Dr.Funds carry a vision of becoming white sheep of the industry by bringing ethical and transparent practices in Wealth Management business.

Dr.Funds is currently managing wealth of over 1000+ individuals with 2000+ transaction every month and 200+ crore of Assets.

Dr.Funds only approach towards managing wealth is through proper financial diagnosis with the help of scientific financial planning approach.

Why Dr. Funds?

We give a tailor-made prescription to help you achieve your goals faster.

  • Actionable practical – Advice for every stage of your life.
  • 80+ years of combined wealth management experience.
  • Relationship continuity– Managing relationship for the 3rd generation.
  • Risk Profiling– Asset allocation based approach is the key to success.
  • Expert Advice– unbiased, ethical, professional research-backed advice.
  • Technology– Fully secured modern day technology for smooth execution of
    transactions and portfolio view.
Mutual funds

Let's Plan For Success

“A goal without a plan is just a wish” - Antoine de Saint

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No Obligation , Second Opinion Consultation From DR.FUNDS Experts :

At Dr.Funds, we understand what financial concerns can keep you up at night:

  • Will I outlive my money?
  • Can I afford my children’s college education?
  • Am I paying too much in taxes?
  • Am I getting the returns I deserve?
  • Am I taking too much risk?
  • Is my family protected if something happens to me?

We would like to offer you a no-obligation, second opinion consultation regarding your finances.

Our Team

Testimonials