Company Profile

  • Ashutosh Financial Services Pvt. Ltd. is a professionally managed company established in the year 2001. The company was established as an extension of M/s. Kothari & Co. (A Tax & Allied Law Firm), which is now a division of our company and operative in more than 60 years.
  • The Company is headed by Mr. Daxesh Kothari who is a Tax & financial Consultant of eminence.
  • The Company has been maintaining professional relationships across generations in each client families. More than 3500+ satisfied client families spread across the globe.
  • Management systems are defined and followed by the company as per world-class ISO 9001: 2015 standard.
  • A unique setup that is truly a one-stop solution to all the financial needs as it serves the clients in the fields of Investments, Insurance, NRI Services and Consultants for: Income Tax, Estate Planning & Planning for Charities. The company has a dedicated research team for each of the services provided by the company.
  • Client education initiatives at the core of the company policy, updating Clients with the latest happenings in the World of Finance and Taxation through physical meetings and presentations and also Digital Mode of interactions; using:
    YouTube Videos – WhatsApp Broadcasting – Sharing the updates on Social Media e.g. Facebook, Instagram, and Linkedin.

Vision, Mission & Quality Policy

Our Vision

To be one of the best and most professional, one stop financial services enterprises by 2030, having a presence in the major cities of India.

Our Mission

Delivering qualitative and unbiased consultancy in all the spheres of financial services, so that the future peace and prosperity of the client is ensured.

Quality Policy

We at Ashutosh Financial Services Pvt. Ltd. are committed to consistently provide Financial Services which satisfy our clients’ requirement in respect of quality service and delivery by continuous improvement in methods, resources, employee’s knowledge & skill and work environment.

Our Vision

To be one of the best and most professional, one stop financial services enterprises by 2030, having a presence in the major cities of India.

Our Mission

To be one of the best and most professional, one stop financial services enterprises by 2030, having a presence in the major cities of India.

Quality Policy

To be one of the best and most professional, one stop financial services enterprises by 2030, having a presence in the major cities of India.

Management Team

Infrastructure

  • Office with state of the art infrastructure in the middle of the city spread across 4,000 sq. Ft. area consisting of separate setup for each division and services.
  • The company has set up for Meeting Rooms, Conference Room, Centralized IT Server Room, Pantry, Record Rooms, Stationery Store, Business Development & Publicity Department, Human Resources Department, In-house Legal Department, Research & Analysis Department, Finance Department, Electronic Surveillance Unit and General Administration Department.
  • The company has started a regional office in the emerging metropolitan city of Ahmedabad to facilitate the clients.
  • All our divisions and departments operate on the best of the software suited for that division. Moreover, the entire IT Infrastructure is connected with an integrated file server for seamless exchange of data, data safety, and data backup.
  • Our company website www.ashutoshfinserv.com and mobile application “Ashutosh Finserv” (Available in Android and iOS) and platform for investment in foreign equity www.ashutoshfinserv.vested.co.in gives an overview of the happenings in the world of finance and also customer user interface.
  • With the help of our website & App, customers can carry out complete paperless investment transactions. Clients can have access to their investment portfolio on daily basis through our website and App.

Award and Accolades

  • Ashutosh Financial Services Pvt. Ltd. has received awards and recognition from the financial services sector of India which includes HDFC Mutual Fund, ICICI Prudential, Aditya Birla Mutual Fund, Axis Mutual Fund, UTI Mutual Fund, Nippon Mutual Fund, DSP Mutual Fund, SBI Mutual Fund, L&T Mutual Fund, Franklin Templeton Mutual Fund, Principal Mutual Fund, Sundaram Mutual Fund, HDFC Standard Life Insurance, LIC India and various Associations of Financial Professionals.
  • The CEO and MD of the company have received appreciation and recognition as a Tax and Allied Laws professional of eminence from several organizations.

Media Coverage