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
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
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
Yrs of Wealth Management
Assets Under Management (in Crores)
Who We Are
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.
DR Funds VS Others
|DrFunds||MF Brokers||Real Estate Broker||Banks|
|Mutual Fund Advisory||Yes||Yes||No||Yes|
|Real Estate Advisory||Yes||No||Yes||No|
|Mobile App For All Products||Yes||No||No||No|
|One Umbrella Wealth Management||Yes||No||No||No|
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.
Let's Plan For Success
“A goal without a plan is just a wish” - Antoine de Saint
Our First Step is to Diagnose
1. Get Acquainted
During this initial informal conversation, we’ll talk about your journey to how you arrived to where you are today. We will also discuss what you would deem as a successful relationship over the past year.
2. Discover Your Ideal Life
This is where we get to know the real you and encourage you to dream big. This conversation will be focused around your dreams, goals, intentions, and life plans. We’ll assess what’s realistic, what has a finance component, and how to make your goals a reality.
3. Get Organized
We’ll focus more on the financial data as we help you to get your financial life organized. Understanding where you currently stand with your banking, debt, investments, and insurance. The most important thing about this discussion is that we extract all the information from your head into one place, so we can assess the areas to tackle first.
4. Prescribe a Healthy Spending Plan
We help you analyze how you are spending money and help you develop a spending plan free-of-guilt. We help you identify your priorities and assist in allocating money in a way that assists you in achieving your goals
5. Create a Financial Health Assessment
The financial plan isn’t complicated which leaves you with more questions than answers. We deliver a plan that describes where you are currently in your financial life and provides a prescription for how to get where you want to be. This is a living, working document that we can easily readjust if life takes a new turn or something unexpected happens. Life is constantly changing and we are there to see you through it. It’s an honor that when something major happens in our client’s lives and we are one of the first people they call
6. Monthly Financial Health Checkups
As your primary financial care specialist, we do Monthly Financial check-ups. Think of this as long-term care rather than a one-time visit. The result is a custom financial plan and includes access to us whenever you need it.
We Work With Clients Who:
While we work really hard at being one of the best Wealth Management firm dedicated to the financial health of our clients, you should know exactly who our clients are and aren’t.
- Want a long-term relationship with an advisor
- Want to follow the advice of an expert and have the ability to trust that their advisor wants them to succeed as much as they do
- Respond to emails and requests in a timely manner and are active and engaging throughout the planning and execution process
- Have the motivation and desire to learn about their finances and better their financial situation
- Rely on the commentary of TV personalities for sound financial advice
- Try to time the market and worry about the market’s daily movements
- Expect to work with an advisor for only than a few months or for a specific interaction
- Ignore expert advice because a friend or family member provides conflicting information
Neeraj Pruthi has been our family's financial advisor for the last 15+ years and we are highly impressed by his financial domain expertise and grasp of various investment opportunities. Neeraj's ability to draw out our financial portfolio both from a long term and short term perspective and our belief in him as a person and his professionalism has enabled us to have entrusted him with our entire present and future investment plans.Suhaan BoxwalaCEO, Eduwiz Consulting Services Pvt Ltd
I expresses my appreciation of the wonderful and professional advice and management service your company Dr. Funds has provided me and my family over the years by guiding me through the best ways to manage and utilise my money in the most effective manner. Keep up the good work and keep your brand Dr. Funds growing!Ajay SoniShiva Kriti Exports
Dear Neeraj, 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. I know that with you my money is safe and growing. Keep up the great work?Ashish GuptaAssociate Director- JLL
Hi Rajan ji is family to me. He is not just a financial adviser to me for the last 10 years but more than a brother n friend n an advisor to me. He guided me and my family in all these years in all aspects of life especially financial using his best skills keeping in mind my priorities. Whatever advice he gives me is to tailor-made for me n my family n keeping in mind the goals that I have to basis to disagree with him. I wish all my best wishes for Rajan ji n his future life n I wish n I believe our association with Rajan ji will continue forever n ever - god bless!Nikhil BadhwarFounder and Principal- National Prep School