ABOUT US
At Drishti Investments & Financial Consultancy, we follow our passions backed by expertise and experience. Having experience in this area of interest for 30+ years, we expanded our bouquet of services keeping in mind client’s needs and benefits.
Our Services
Whenever you think of making an investment, these three things should always be considered – Risk Profiling, Products and Asset Allocation
Read MoreTax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing
Read MoreA mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small
Read MoreInsurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events.
Read MoreWealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s
Read MoreMaking holistic investment choice is always preferred than making random investments. This can be achieved if every investment
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment
KNOWLEDGE AND LEARNING
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OUR HAPPY CLIENTS
Girish Chhowala
I will highly recommend Rakesh and team to everyone who are looking for financial advice and want to park their money into safe and lucrative channels. They have created a wonderful portfolio comprising of mutual funds, debt and other instruments as per my financial goals and requirements.
Achanna Kamath
I've known Rakesh for a total of nearly 15 years since our employment days. We crossed paths again after 8 long years of quitting our respective jobs. Although a long time but all gaps gone with the wind forever. On exchanging few words and catching up on old memories, he said he is now a full time financial advisor and that is when I started my investment journey with him. Knowing him for this many years, my family members, assets and wealth in terms of Mutual Funds, Bonds, LIC, PF has increased by 30 to 40%, for which all the credit goes to Rakesh. My only part was to say "Go ahead" for all the proposals without thinking, as I believed in his ability and skills of evaluating funds from time to time. I rely on his advices for any new funds and policies. Although everything depends on the market movements, but even during covid period I wasn't worried about my finances due to his systematic planning and guidance. I sincerely give all my credit for my financial stability as on today. All the best!
Saurabh Temkar
Kudos to Drishti Investments and team for their timely support and assistance in regrouping my family finances. Special thanks to Rakesh ji for his in-depth explanations about various insurance products, It helped me secure myself, my income and my family too. Also, will recommend others to atleast attend a brainstorming session of Rakesh ji in order to get their finances and tax planning done. Highly recommend !!! :)
Ransley Santhumayor
I was completely unaware about the needs and benefits of investing my finances. Mr. Rakesh Surti came highly recommended by a senior colleague and since then we've been working for 10+ years. He helped me manage and improve my portfolio and also guided me in the right direction and now I can find financial stability. Fundz Bazaar bas made it easier to do transactions online in a lucid manner. I always reach out to Rakesh for financial guidance and he has always been there to support. Thanks and hope to continue the relationship for many more years to come.