Unlock your financial potential with
expert guidance
strategic insights
personalized advice
cutting-edge technology
comprehensive planning
Comprehensive financial consulting services tailored to your needs
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Services
To meet your needs
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Financial planning
Investment planning
Tailored investment strategies to help clients grow their wealth and achieve their financial goals.
Retirement planning
Comprehensive retirement plans designed to secure a comfortable and worry-free future.
Education planning
Guidance on saving and investing for educational expenses, such as college tuition.
Building wealth, creating futures.
Why us
Trusted experts with years of experience and industry accreditations
At Sanjay Doshi Financial Services, we believe great financial advice is built on trust,
experience, and a genuine understanding of what matters to you.
For over a decade, we’ve partnered with individuals, families, and businesses across Mumbai —
helping them navigate markets, grow wealth, and achieve financial clarity. As a Motilal Oswal
franchisee, we combine the strength of a leading national platform with the personal attention of
a family-run practice.
From equity advisory and mutual funds to portfolio management and structured trading —
everything we do is driven by one goal: your long-term financial wellbeing.
Your wealth. Our commitment.
A decade of proven financial expertise.
Serving a thriving community of satisfied customers.
A dedicated team of financial experts at your service.
Guided by integrity, trust, and client-centricity, our values drive everything we do.
Integrity
Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.
Trust and Confidentiality
Understand the importance of trust and confidentiality in your client relationships.
Objectivity
Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding of your clients' financial situations.
Expertise
Stay up-to-date with industry trends, regulations, and best practices to offer informed advice to your clients.
Long-Term Relationships
Build long-term relationships with your clients based on trust, open communication, and mutual respect.
Accountability
Monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.
Testimonials
Those who trust us
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Have Clear Money Conversations
Discuss expectations early, especially around loans, gifts, shared expenses, and caregiving. Put important agreements in writing, even among family members. Avoid assuming everyone has the same understanding of a financial arrangement.
Set Financial Boundaries
Decide in advance how much financial help you can realistically provide. Don't lend money that you cannot afford to lose. It's okay to say, "I can't contribute that amount, but I can help in another way.
Talk to a financial advisor
Tell us what you need and we'll get back to you shortly.
