REGISTGRED WITH AMFI SINCE 4TH JAN 2003
ARN 0635 CURRENT ARN VALID UPTO 14-April-2025
EUIN 249587

Welcome to Disa Wealth, the company that helps you invest smarter and grow your wealth faster. We are a team of experienced and qualified professionals who offer you customised and diversified mutual fund portfolios that suit your risk profile and financial goals. Whether you are looking for long-term capital appreciation, regular income, tax saving, or liquidity, we have the right mutual fund scheme for you. We also provide you with timely and transparent information, expert advice, and online tools to help you monitor and manage your investments. With Mutual Fund Solutions, you can enjoy the benefits of investing in a variety of asset classes, such as equity, debt, gold, and international funds, with low cost, high convenience, and tax efficiency.

To provide professional and customised investment solutions to individual and institutional investors through a wide range of mutual fund schemes that cater to their diverse needs and goals.

To be a leading and trusted mutual fund provider company that delivers superior value and satisfaction to our customers, partners, employees, and shareholders.

To achieve our mission and vision, we aim to:

•   Offer a wide range of mutual fund products from various fund houses, covering different asset classes, sectors and themes.
•   Provide unbiased and personalized advice to our clients, based on their financial needs, preferences and risk profile.
•   Educate our clients about the benefits of mutual fund investing, and help them make informed decisions.
•   Leverage our expertise, experience and technology to provide efficient and convenient services to our clients.
•   Maintain high standards of transparency, integrity and compliance in all our dealings.
•   Foster a culture of excellence, innovation and teamwork among our employees.

Why choose us

Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new ways to help you manage your wealth and optimize your profits.

Minimal Paperwork

Seamless on-boarding, quick and simple.

360 ° Portfolio Monitoring

Get your existing portfolio in a jiffy.

Safe and Secure

Bank Grade Security.

Zero Fees

We charge nothing from our Clients.

Assistance for Asset Allocation

Get customized Asset Allocation.

One-Click Transaction

In just a click, Invest/Redeem in a hassle-free manner.

CA CS CMA SANJIV RATHI

MR. Sanjiv Rathi started this company in 2002 with the idea to provide smooth investment services and diversified investment options. He has guided the company from a small team of three to a team of several hundred employees who are serving thousands of people. His organisational tryst stretches back to mid-nineties venturing into stock broking, and later went on establishing various independent businesses.Mr. Rathi's inclinations in the trade led to the foundation of SHRI VENKATESH STOCK BROKER SERVICES (I) PVT LTD (a member of BSE) more..

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ALKA GOPAWAR Head of Mutual Fund Distribution

Alka Gopawar is the *Head of Mutual Fund Distribution* at Disa Wealth Financial Services Pvt. Ltd. She joined the company in *2003* as a mutual fund advisor, and rose through the ranks to become the leader of the mutual fund division in *2016. She has over **20 years* of experience in the financial sector, and holds a *Master's degree in Commerce and is NISM Certified. Alka is responsible for overseeing the entire mutual fund distribution business of the company, which includes product selection, portfolio management, client servicing, sales and marketing, compliance and risk management. more..

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LOKNATH SAHU Head of Sales

Loknath Sahu is the *Head of Sales* at Disa Financial Services Pvt. Ltd. He joined the company in *2006* as a sales executive, and progressed to become the head of the sales, marketing and relationship division. He has over **19 years* of experience in the financial sector, and holds a degree of PGDBA, PGDCA, NISM Certified. Loknath is in charge of developing and executing the sales and marketing strategy for the mutual fund distribution business of the company, which includes product promotion, brand building, customer acquisition, retention and satisfaction. He leads a team of *25* talented and more..

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KIRTI SRIVASTAVA Finance head

Designation :- Finance head
Qualification :- MA in economics

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APPLY NOW :- We are an equal opportunity employer and always looking for customer obsessed people.