About

At DFS, we believe that Mutual Funds are more than just an investment—they’re a pathway to financial freedom. Our mission is to simplify investing and help individuals, families, and businesses grow their wealth through smart, well-researched, and goal-oriented investment strategies.

Brief about Founders

Pooja Dholakia

An AMFI registered mutual fund distributor and NISM certified in Capital Markets & Derivatives, Pooja is a medical professional, and has been passionate about investments. She has been managing investment portfolios for over 7 years for over 300 clients.
She brings years of expertise in wealth management, stock markets, and portfolio building. Having guided numerous clients towards financial success.

Brief about FoundersNishit Parekh

Nishit Parekh, a practising Chartered Accountant with over 18 years of work experience in Tax Consulting. Along with advising clients on taxation on investments, Nishit is also passionate about Astrology and its impacts on the markets.

We at DFS understand that every investor is unique—which is why we offer personalized investment solutions that align with your risk appetite and long-term financial aspirations.

Investor Awareness

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What we do?

Investor Awareness Workshops
We are passionate to organize investment workshops for financial literacy in both seminar & webinar formats.
Even a 10-year-old or a 90-year-old participant can get educated on a wide variety of Financial Topics in a very plain and simple-to-understand language.