Unclaimed brand
At Disha Finance and Investments, we are a team of seasoned professionals with a wealth of expertise in the financial market. We pride ourselves on providing innovative and tailored solutions to our clients spread across India and 11other countries helping them navigate the complexities of the investment world. What We Do Our core services include: We offer a wide range of investment strategies to help you achieve your financial goals, whether you're a conservative investor looking for stable growth or an aggressive investor seeking high returns. Our experts will work closely with you to create a personalized financial solutions by offering a blended suit of Mutual Funds / PMS and Equity Advisory portfolio designed by reputed RIA's. It helps us to align you with your short-term and long-term objectives. We'll consider your risk tolerance, tax situation, and future aspirations to deliver end to end solutions that's tailored to your needs. We understand that managing wealth goes beyond just investment decisions. Our dedicated team of personal finance specialists provides comprehensive solutions to preserve and grow your wealth while protecting it for future generations. Why Choose Us Expertise: With years of experience and a team of highly skilled professionals, we provide the expertise needed to make informed investment decisions and optimize your financial growth. Personalized Approach: We understand that every client is unique, and that's why we never take a one-size-fits-all approach. Our offerings are solution biased and not product biased specifically to meet your individual financial needs and aspirations. Client Satisfaction: Our commitment to client satisfaction is unwavering. We prioritize building long-lasting relationships based on trust, transparency, and superior service. Address: The chamber 1010, 10th Floor, Central Tower, Kohinoor Square, N.C.Kelkar Road,Dadar West, Mumbai 400 028
Liking this brand profile? Share this page


Hex Code
Color name
RGB
HSL
CMYK
#8CBC44
Sushi
140, 188, 68
84, 47, 50
26, 0, 64, 26
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#2A1770
Lucky Point
42, 23, 112
253, 66, 26
63, 79, 0, 56
Disha Finance & Investments Pvt. Ltd. (DFI) is a Mumbai-based financial services and investment distribution company established in 1996. An AMFI-registered mutual fund distributor, DFI operates in Mumbai, Pune and Kolhapur and serves clients in India and abroad. The company focuses on personalized guidance to help investors make informed financial decisions and work toward their goals.
DFI offers access to mutual funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), company deposits, bonds and non-convertible debentures (NCDs), Government of India bonds, insurance and India Post deposits. Its services also include investment support and online investing, alongside tools and resources such as SIP, education, marriage and retirement calculators, fund factsheets, scheme comparisons, performance information, educational videos and FAQs. The website promotes financial planning for priorities including tax saving, children’s education, protection and retirement, and invites clients to arrange personalized meetings. DFI states that it serves more than 7,000 clients and has assets under management exceeding ₹1,000 crore.