About Me
Dr.Funds is founded by Neeraj Pruthi who individually holds more than 2 decades of experience in Managing wealth for affluent.
Dr.Funds believes India has seen enough of financial chemists where priority has always been product selling instead of need based approach. Team Dr.Funds carry a vision of becoming white sheep of the industry by bringing ethical and transparent practices in Wealth Management business.
Dr.Funds is currently managing wealth of over 1000+ individuals with 2000+ transaction every month and 200+ crore of Assets.
Dr.Funds only approach towards managing wealth is through proper financial diagnosis with the help of scientific financial planning approach.
About Work Experience
We give a tailor-made prescription to help you achieve your goals faster.
Actionable practical advice for every stage of your life.
50+ years of combined wealth management experience.
Relationship continuity– Managing wealth for a Since 2nd generation.
Risk Profiling– Asset allocation based approach is the key to success.
Expert Advice– unbiased, ethical, professional research-backed advice.
Technology– Fully secured modern day technology for smooth execution of transactions and portfolio view.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Will Writing Services
Fixed Deposits