India’s Trusted Financial Advisory Firm

WHAT WE OFFER
Investment Services
Mutual Funds | PMS | AIF | Unlisted Shares | Foreign Equity | Bonds | FDs | Precious Metals
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Insurance Services
Life Insurance | Retirement Planning | Investment through Life Insurance | Business Life Insurance
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NRI Services
Investments | Insurance | Indian Tax & Estate Planning | FEMA regulations | International Tax Compliance | GIFT City Solutions
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Income Tax & Estate Planning Services
Advisory & Compliance for: Income Tax | Estate Planning | Personal Bookkeeping
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Multi Family Office Services
Integrated complete financial services to families
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Frequently Ask Question

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Trusted Tax & Financial Planning Firm in India

Ashutosh Financial Services Pvt. Ltd. is a professionally managed financial advisor company in India, established in 2001. The firm was formed as an extension of M/s. Kothari & Co., a reputed Tax & Allied Law Firm with a legacy of more than 65 years.

Headed by Mr. Daxesh Kothari (CEO & MD), a highly experienced Tax and Financial Consultant, and supported by Mr. Rajit Kothari (Executive Director), a qualified Chartered Accountant and Certified Financial Planner, the firm delivers comprehensive solutions in taxation, investments, insurance, and wealth management.

We provide integrated tax, investment, insurance, and wealth advisory solutions tailored to individuals, families, NRIs, and businesses.

Start Your Financial Growth Journey With Expert Guidance
Achieving financial stability begins with the right advice. Our experienced advisors help you identify suitable investment opportunities, manage risks, and create a clear strategy for long-term financial growth.

Knowledge Sharing Presentations

Plan, Protect, and Grow Your Wealth With Trusted Advisors
Effective financial planning requires the right balance of investment, protection, and tax efficiency. Our team helps you build a well-structured financial plan that supports your long-term wealth goals.

Valued Partners

Our Process

1

Understanding Your Financial Goals

We begin with a detailed discussion to understand your financial priorities, income sources, future plans, and risk tolerance. This helps our team build a clear picture of what you want to achieve through structured financial planning.

2

Financial Review and Assessment

Our experts review your existing investments, insurance coverage, liabilities, and tax structure. As a trusted financial advisor company in India, we carefully assess every aspect of your financial position before recommending any strategy.

3

Strategy and Financial Plan Creation

Based on the assessment, we prepare a customized financial plan that aligns with your long term goals. The strategy focuses on investment planning, risk management, and efficient use of financial resources.

4

Implementation of the Plan

Once the plan is finalized, we help you implement the recommended solutions. As a reliable tax and financial planning firm in India, we assist with the right investment choices, insurance planning, and tax management strategies.

5

Monitoring and Ongoing Support

Financial planning is a continuous process. Our team regularly reviews your portfolio and financial strategy to ensure it stays aligned with your changing life goals and market conditions.

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