Think of Investing In India - Think Of Dr. Funds
Private Wealth Doctor For NRI’s


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Why Invest In India

Superpower by 2030 – US Intelligence

Stock – Sensex CAGR Approx 15% Since 1979

MF Since Inception Category – Equity MF – 20% CAGR Debt MF – 7-8% CAGR

Real Estate- AN Ideal investment for those who wanted to come back. Buy beautiful House for self use or Invest @ upto12% Guaranteed Returns in commercial properties and create second salary

World’s No1 Country For Remittance with $ 83 Billion Dollar and Growing every year

World’s 3 rd Largest Startup Hub After US & China –

Stop Dealing With Financial Chemists and Talk To Dr.Funds - Private Wealth Doctor for NRI's

The Indian Financial Industry is full of financial chemists who believe in selling financial advice without diagnosing clients' financial health. Their focus has been on product selling instead of following a need-based approach. Those products / financial advice can adversely affect your financial health / goals.

Introducing - Dr.Funds, a team with 20+ years of experience in wealth management. With a vision of becoming the white sheep of the industry, Dr.Funds brings to you ethical and transparent practices in Wealth Management business. Dr.Funds’ approach in managing wealth is through proper financial diagnosis with the help of scientific financial planning tools and not just adhoc financial advice

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Get your 360 Degree Dr.Funds Financial Plan made TODAY!!

40 page report encompassing all your financial goals and evaluation

Our Packages

Wealth Beginner

Portfolio : 0 - 25 Lakh

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

Portfolio : 25 Lakh-99 Lakh

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

Portfolio : 1 Crore & Above

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



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India's Best Boutique Private Wealth Management Services

0+

Yrs of Wealth Management

0+

Affluent Clients

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Assets Under Management
(in Crores)

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NRI Clients

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AS FEATURED IN
WHAT WE DO

360 Degree Comprehensive Financial Planning - Your complete wealth management solution.

Goal Planning

Such as Children’s education, children’s marriage, vacation, buying a home or car, etc.

Retirement Planning

What should be your retirement corpus to lead a happy retired life.

Insurance Planning

What’s your human life value? What should be your cover? Which is the best one for you?

Emergency Funds

Funds for unplanned expenditures.

Tax Planning

Proper tax planning will help you save tax, leaving more money in your hand.

Budgeting & Loan Management

Repay bad loans and take better control of your finances.

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Why you need Financial Planning ?

  • Safety net for the future
  • Always be prepared
  • Help decision making
  • Optimum use of resources
  • Better standard of living
  • Disciplined life
  • Expert advise
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Financial Planning Process

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Free of Cost Video/Phone Based Consultation

Dr.Funds consultants offers financial solutions over phone; records the conversation and shares the audio-link of recorded conversation.

All communications are over email & documented. It allows you the flexibility to talk to our consultants, anytime from anywhere during working hours. These consultants not only help you plan but also help you invest and navigate the investments to help reach and often exceed your financial goals.

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Invest and Track on
DrFund’s App

Automatically Manage all your and your family investments / liabilities in one Super App of Dr.Funds

Mutual Funds

Invest In & Track more thank 40 Mutual Funds AMC’s.

Stocks

Track all your stocks at one click.

All Products

Track all products with single password under one roof .

Live Portfolio

Live portfolio reports on a click

Live Portfolio

Live portfolio reports on a click.

Insurance

Get your renewal reminders from more than 40 companies.





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Financial Calculators

“A GOAL WITHOUT A PLAN IS JUST A WISH” - ANTOINE DE SAINT'

SIP

Calculator

Retirement

Calculator

House Purchase

Calculator
View More Calculator
Safe Process

Technology Security

We believe in “Safety First” approach , weather it is your investment returns or transaction on our platform . We are SEBI , AMFI and IRDA approved financial distributor and follow all the compliance and safety measure to ensure peace of mind for our esteemed clients.Your Money Is In Safe Hands

Security & Privacy

We use the strongest browser encryption available, store all of our data on servers in a secure facility, and implement systematic processes and procedures for securing and storing data.

Fraud Protection

We are committed to protecting your account from unauthorized activity. We will work to recover any loss that results from unauthorized use of your Dr.Funds account.

Professionals team

Our Expert Team

Dr.Funds Team is a group of like minded people who have only one vision - to help our client achieve their financial goals . Most of our wealth managers have more than 15 + yrs of wealth management experience with required qualification to manage any portfolio size.

Neeraj Pruthi

Founder & Managing Partner

Neeraj Pruthi

Founder & Managing Partner

Vikram Bedi

Co-Founder & Director

Vikram Bedi

Co-Founder & Director

Rajan Sharma

Associate Director

Rajan Sharma

Associate Director

Nandini

Vice President

Nandini

Vice President

Saavi

Vice President

Saavi

Vice President
testimonials

Happy customers are
our true wealth

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Dr Funds have lived up to its name. They are the real “doctors” in the financial world, and they have “healed” my finances. Mr Neeraj Pruthi, who has always given me a personalized attention, is a man who is truly interested in the client’s needs and preferences and yet he somehow concocts a portfolio which gives a phenomenal return. I am a doctor by profession and I am happy to announce that he has become my “financial Doctor” and now he takes care of not only my finances but also of my entire family.

Neeraj is not just a trusted financial advisor but a friend. Have been associated with him and Dr Funds for last 5 years or so and since then I haven’t thought much since about financial planning since . Neeraj has given sound advise and fruitful returns.

Hi Neeraj and Dr.Funds - Its been an exceptional experience investing with you. Your choice and vision has proved to be very beneficial for me. My targets were met well before time.
Grateful ways

Neeraj Pruthi has been our family's financial advisor for the last 20+ 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 investment plans.

Dr. Amit Agrawal
Senior Advisor (Surgery) & Urologist, Command Hospital, Panchkula, Haryana.
Siddharth Gupta
Director at Big 4
Chandresh Mathur
Vice President - ARCIS e Services Pvt Ltd.
Suhaan Boxwala
Director, Eduwiz Consulting Services Pvt Ltd
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