Sandeep Verma

Ashutosh Financial Services

Wealth Advisory Firm

Service Location

Mumbai

Professional Licenses

SEBI RIA

#INA000020068

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

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/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

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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