Portfolio Management Services (PMS) in Pratiksha Nagar, Mumbai

Disha Investment Centre Pvt. Ltd. is a centre point for Resource Mobilization, Distribution of Financial Products (Mutual Funds, Company Deposits, Bonds etc), Investment Advisory Service and Tailor Made Financial Planning for Individuals and Corporate Clients with presence in major cities. Disha has established firm roots in this business in last over 25 years enjoying trust of large clientele across the country, who fondly named “Disha” as “The Right Direction”. Disha is the brain child of Shri R.M. Sharma, a Fellow member of The Institute of Company Secretaries of India, with over 36 years of experience in financial services industry. Disha was promoted with an object to provide professional guidance to investors on where, when and how to invest and to assist the corporate sector in its resource raising activities competitively. Disha has earned prime rating as arranger in various prestigious issues like GEB and HPIDB for their Bond Issues. Disha has an expert team of professionals like Chartered Accountants, M.B.A’s, Company Secretaries and other financial experts having extensive experience in the field of finance and investments. The expert advice of these professionals is being utilized by various renowned Corporate, Trusts & other High Net worth Clients while taking investment decisions Why Disha Investment Center Professionally Managed Company Group of Chartered Accountants, Company Secretaries, MBAs etc. 25 years of dedicated services Maintain utmost privacy of investor's wealth Expertise unlimited in investment consultancy Focused approach for selected products Presence in major cities Satisfied client base

Will Drafting, Succession Planning, Estate Planning & Wealth Management, Testamentary Trusts

Tax filing services Investment Advisory services Tax planning Portfolio management