About Us

A Legacy of Trust
across Generations

Professional financial guidance built on six decades of experience

Ashutosh Financial Services Pvt. Ltd.

Ashutosh Financial Services Pvt. Ltd. is an ISO 9001:2015 certified professionally managed wealth management firm built on a legacy of over 65 years in Tax & Allied Law. Under the leadership of Mr. Daxesh Kothari and Mr. Rajit Kothari, we provide integrated solutions across investments, taxation, insurance, estate planning and NRI financial services.

With a 70+ member team managing over ₹1,400 crore in assets, we serve 5,000+ families across 30+ countries. Many of these relationships span generations, reflecting the trust built through thoughtful, unbiased and long-term financial guidance focused on helping clients build, protect and transition wealth with confidence.

Our key strength lies in bringing multiple aspects of a client’s financial life under one roof, enabling us to provide integrated, 360-degree holistic financial solutions rather than fragmented, product-specific advice.

We believe enduring wealth relationships are built on trust, discretion and consistency.

Across our offices in Rajkot, Ahmedabad, Mumbai, GIFT City and Morbi, our clients are supported by dedicated teams, in-house research and legal capabilities, secure technology systems and an integrated operating infrastructure.

This institutional framework enables us to deliver a seamless, personalised and dependable experience across every interaction, allowing our team to remain focused on what matters most: providing thoughtful guidance and long-term handholding of our clients’ financial interests.

Many of our client relationships span generations, reflecting the trust built through professional integrity, transparency and personalised advice. Our objective is to remain a trusted financial partner to families, helping them build, protect, manage and transition wealth with clarity and confidence.

three pillars of
Our Approach

Vision

Our vision is to become India’s leading one-stop wealth management firms by 2035, renowned for professionalism and trusted by clients across the globe.

Mission

We deliver unbiased financial guidance across investments, insurance, tax, and estate planning, so every client family can plan their future with confidence.

Commitment

We hold ourselves to a high standard of service, transparency, and expertise, refined year after year through experience and client trust.

our journey

The Foundation

Our journey began when Late Mr. Dinesh Balubhai Kothari became a Partner at M/s Khandhadia & Co., a reputed tax consulting firm.

The Foundation

The Foundation

He later took charge as proprietor of M/s Khandhadia & Co., marking the beginning of his independent journey as a tax practitioner.

The Foundation

Building the practice

Mr. Dinesh Kothari expanded his expertise in income tax, sales tax, and estate duty laws under the name M/s Kothari & Co., operating from his first office near the ST Bus Station, Rajkot.

Building the practice

Building the practice

With a growing practice and a loyal clientele, the office shifted to Sterling Apartments, Rajkot.Throughout this period, he was deeply supported by his wife, Late Mrs. Vimla Kothari, whose encouragement remained his greatest strength.

Building the practice

New generation

The legacy entered a new phase when Mr. Daxesh Dineshbhai Kothari joined the practice as an advocate, bringing fresh perspectives and renewed energy.

New generation

New generation

To expand the services, Mr. Daxesh Kothari and his elder brother, Mr. Rajesh Kothari, established a private limited company in financial services.

New generation

New generation

Mrs. Bindi Daxesh Kothari has been an integral part of the journey, contributing with her insight and dedication.

New generation

Expanding horizons

Mr. Daxesh Kothari began addressing various public forums on the Union Budget, taxation, investments, and NRI services to build financial awareness.

Expanding horizons

Continuing the legacy

The legacy entered its next era when Mr. Rajit Daxesh Kothari joined the company after qualifying as a Chartered Accountant (CA), a law graduate, and a Certified Financial Planner (CFP), having previously worked with M/s Deloitte Haskins & Sells LLP.

Continuing the legacy

Present day

Today, Ashutosh Financial Services Pvt. Ltd. stands as a comprehensive wealth management institution, proudly serving 5000+ clients across India and 30+ countries through multiple offices.

Present day

Founder and Mentor

Late Mr. Dinesh Kothari

Late Mr. Dinesh Kothari was the Founder and Mentor whose vision laid the foundation for the group’s professional journey. He established M/s. Kothari & Co., a Tax & Allied Laws Advisory firm, and played a pivotal role in shaping its strong professional and ethical foundation.

A respected professional in the field of Tax and Allied Laws, he was known for his deep expertise, practical insight, integrity, ethical approach and commitment to thoughtful client guidance. He held an M.Com degree from M.S. University of Baroda and brought extensive knowledge and experience to his practice.

His vision, values and mentorship helped build an organisation founded on trust, integrity and professional excellence. The principles he instilled continue to guide us today, strengthening our commitment to delivering dependable, client-focused and long-term financial guidance

DDK

Directors

Mr. Daxesh Kothari, Managing Director & CEO

Mr. Daxesh D. Kothari, Managing Director & CEO of Ashutosh Financial Services Pvt. Ltd., is a respected professional in the industry and a seasoned Tax and Financial Consultant with over three decades of experience. His expertise spans investments, taxation, estate planning, FEMA and international tax compliance, advising businesses, High Net Worth Individuals and NRIs globally.

As the present leader of the organisation, he has played a pivotal role in strengthening its foundation, expanding capabilities and building client relationships based on trust and integrity. A respected thought leader, he has been delivering Union Budget analyses and financial awareness sessions for more than two decades and regularly shares insights digitally. His views have been featured in leading financial publications and television channels, while he remains actively associated with Rotary and charitable initiatives.

CA. CFP. Rajit Kothari, Executive Director

Mr. Rajit Kothari, Executive Director of the company is a Chartered Accountant (CA), Certified Financial Planner (CFP) and Law Graduate (LLB), with an academic foundation in BFSI from Ahmedabad University, he brings together financial expertise, regulatory understanding and a progressive business perspective. His professional experience includes Deloitte Haskins & Sells LLP, Mumbai, where he worked on taxation and regulatory matters involving High Net Worth Individuals and NRIs.

At Ashutosh Financial Services Pvt. Ltd., he has been instrumental in framing new processes, developing products, and leading the company’s marketing initiatives to strengthen its brand. He has also contributed to developing new markets across India and globally, expanding the company’s reach and presence. As a next-generation leader, he is focused on carrying forward the organisation’s legacy with thinking, innovation and a future-ready approach, while actively sharing financial insights through digital platforms.

the team

Bindi Medam
Mrs. Bindi Kothari
Head – Portfolio Construction & Monitoring

Commerce graduate with 21 years of experience in leading portfolio construction and monitoring for investment services, applying deep market insight to build strategies that stand the test of changing conditions.

Rishta Medam
Mrs. Rishta Kothari
Head - Digital growth

Drives digital strategy and growth initiatives, expanding the organisation's online presence and client reach, bringing 3 years of experience in building momentum across digital platforms and audiences.

Aman Sabuwala
Mr. M. F. Sabuwala
Principal Officer - Insurance Services

Principal Officer overseeing Insurance Services, legal, compliance, real estate, and administration, bringing 31 years of experience across these functions to guide strategic decisions and daily operations alike.

Hitesh Bhatt
Mr. Hitesh Bhatt
General Manager – Income Tax & Allied Law
Heads Income Tax & Allied Law, guiding advisory, compliance, estate planning and bookkeeping services, backed by 22 years of experience shaping sound and reliable tax and financial guidance.
Chintan Pandya
Mr. Chintan Pandya
General Manager – Investment Services

Shapes the direction of Investment Services, spanning Mutual Funds, PMS, AIF, Bonds and global markets, drawing on 16 years of experience navigating both domestic and international investment landscapes.

Premji Fufal
Mr. Premji Fufal
General Manager – NRI Services

Oversees NRI Services, guiding investment, taxation, FEMA compliance and global banking solutions, with 12 years of experience helping clients navigate cross-border financial and regulatory matters.

Vishal Trivedi
Mr. Vishal Trivedi
Assistant General Manager - Finance & HRMS
Manages Finance and HR, overseeing accounting, budgeting, payroll, compliance and operations, with 11 years of experience keeping the organization's financial and people functions running smoothly.
Jignesh Jariya
Mr. Jignesh Jariya
Assistant General Manager - IT & Admin
Anchors IT and Administration, keeping systems, security and daily operations running seamlessly, drawing on 10 years of experience to keep infrastructure reliable and operations efficient.
Our Team
Our Team

A dynamic team of over 70 professionals comprising of respective domain experts across dedicated divisions, including Chartered Accountants, Lawyers, Management Graduates, Finance, Marketing, IT, HR and Accounting experts.

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