About Us

Who We Are

At Disha Finance and Investments, we are a team of seasoned professionals with a wealth of expertise in the financial market. We pride ourselves on providing innovative and tailored solutions to our clients spread across India and 11other countries helping them navigate the complexities of the investment world.

What We Do Our core services include: We offer a wide range of investment strategies to help you achieve your financial goals, whether you're a conservative investor looking for stable growth or an aggressive investor seeking high returns.

Our experts will work closely with you to create a personalized financial solutions by offering a blended suit of Mutual Funds / PMS and Equity Advisory portfolio designed by reputed RIA's. It helps us to align you with your short-term and long-term objectives. We'll consider your risk tolerance, tax situation, and future aspirations to deliver end to end solutions that's tailored to your needs.

We understand that managing wealth goes beyond just investment decisions. Our dedicated team of personal finance specialists provides comprehensive solutions to preserve and grow your wealth while protecting it for future generations.

Why Choose Us Expertise: With years of experience and a team of highly skilled professionals, we provide the expertise needed to make informed investment decisions and optimize your financial growth.

Personalized Approach: We understand that every client is unique, and that's why we never take a one-size-fits-all approach. Our offerings are solution biased and not product biased specifically to meet your individual financial needs and aspirations.

Client Satisfaction: Our commitment to client satisfaction is unwavering. We prioritize building long-lasting relationships based on trust, transparency, and superior service.

Proven Track Record: Our proven track record of success speaks for itself. We have helped countless clients achieve their financial goals and are dedicated to doing the same for you.

Vision

Building Brand
To build a strong brand that spells trustworthiness and quality results.

Enhancing Quality of Services
To set high performance standards for
timely, accurate and consistent action.

Developing Competency of our Team
To maintain a team of highly qualified, dedicated, disciplined and enthusiastic professional.

Mission

At Disha we are committed to maintaining the highest standards of integrity and professionalism in our
relationship with you. We endeavour to know and understand your financial situation and provide you with only the highest quality information, services,
and products, to help you pursue your financial goals.

Services and personal attention are our hallmarks, the defining qualities that help us set ourselves apart from other firms. We will be your partner as you plan for and achieve your defined goals.