Drishti Investments

ABOUT US

With 30+ years of experience, we at Drishti Investments & Financial Consultancy, have established ourselves as a niche professional advisory firm offering a bouquet of services and consistently delivering authentic yet simple solutions to our clients' diversified needs.

Recognizing today's complex and dynamic global environment, we believe in providing out of the box solutions that are technically sound, innovative and action oriented. Our team brings in experienced and technical knowledge to facilitate our clients' requirements and assist them in achieving their financial goals.

We provide extensive and unbiased research before recommending any product to our clients and offer best in class after-sales-service which are our pillars of priority in everything we do.

We started our journey in 1993 by directing financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy. Apart from our valuable staff, our greatest assets are the relationships we have nurtured over a period of time.

Our team consists of thorough professionals with our senior advisor Mr. Rakesh Surti (MBA with AMFI certification), a seasoned financial advisor and founder of Drishti Investments. Currently we have over 1,200+ happy clients all over the world.

We offer personalised investments and insurance advocacy, wealth creation, portfolio management, tax planning and return filing services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. To us all our relationships with clients are long term & forever as we consider our clients as an extended family.

Drishti Investments ©2023

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