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Sandeep Verma
Ashutosh Financial Services
Wealth Advisory Firm
Mumbai
SEBI RIA
#INA000020068
Fee Based Registered Financial Advisor
No commission-based products
This financial advisor operates on a fixed AUM or fee-only basis, ensuring their recommendations are aligned with your best interests.
Contact Information
Address
WeWork, Vaswani Chambers, 1st Floor, 264-265, Dr Annie Besant Road, Municipal Colony, Worli, Mumbai - 400 030, Maharashtra, India.
Website
https://ashutoshfinserv.com/
About Sandeep Verma
Ashutosh Financial Services Pvt. Ltd. is a professionally managed financial advisory and consulting firm established in 2001 as an extension of M/s. Kothari & Co., a distinguished tax and allied law firm with over 65 years of legacy. The company is led by Mr. Daxesh Kothari, Chief Executive Officer and Managing Director, a renowned Tax and Financial Consultant, and Mr. Rajit Kothari, Executive Director, a qualified Chartered Accountant and Certified Financial Planner. Over the years, the firm has built enduring relationships with more than 5,000 client families across generations and geographies, offering them consistent and trustworthy financial guidance.
As a one-stop solution for comprehensive financial needs, the company provides a wide range of services including Investments, Insurance, NRI Services, Income Tax and Estate Planning, and Multi-Family Office Solutions. Each vertical is supported by a dedicated research team to ensure data-driven insights and effective execution. The firm operates under a robust management system aligned with ISO 9001:2015 standards, reinforcing its commitment to professionalism, quality, and client satisfaction.
Education and transparency form the cornerstone of the company’s philosophy. Ashutosh Financial Services regularly engages clients through knowledge sessions, physical meetings, and digital platforms—such as YouTube, WhatsApp broadcasts, and social media channels—to keep them informed about the latest developments in finance and taxation. Guided by a clear Vision to become one of India’s leading financial services enterprises by 2030, the firm remains steadfast in its Mission to deliver qualitative, unbiased consultancy that ensures clients’ financial peace and long-term prosperity.
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