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About Us

Welcome's You

Investing money in the right place at the appropriate time is the key to financial planning. Many of us are very well acquainted with this word “Financial Planning” but rarely does one understand the importance of it. Your earnings today, if not saved right, will not be sufficient for you and your family’s future. With expenses on the rise and the race to meet our never-ending needs goes on, money planning has moved to the last on one’s to-do list.


Daftary Investments, headed by Jitesh Kishorbhai Daftary, offers you complete assurance of leading a financially stable life. Mr. Jitesh, holds a degree in Commerce and Diploma in Computer Science. With competent skills and expertise, we have over 77 years of experience in the field of Life Insurance, 37 years in GIC and 17 years in mutual fund advisory services. We also have over 2000 clients and AUM of 500 crores.


Our team comprises of financial advisors who are equipped with the latest technology and years of experience to ensure that our clients get the best. We follow the practice of attending industry-level training meets, seminars and conferences regularly so that we are in sync with the latest happenings of the market. With latest customer friendly CRM technology in place, our clients can view/use multiple of services like financial calculators, investment portfolio, check payment dues and much more in just few clicks.


With our dedication and transparency, we aim to advise and guide as many as we can, towards the path of complete financial freedom.


Achievements:

MDRT- 14 Times



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