Our Services
Three Services.
Three Different Questions.
Each service answers a different question about your money. Start with the one closest to where you are today.
Investment Planning
“Where and how should I invest?”
For investors who want every rupee tied to a goal, a level of risk they are comfortable with, and a portfolio that is reviewed regularly.
Wealth Management
“How should my wealth be managed and preserved over the long term?”
For families, business owners and HNI clients who need ongoing oversight of their wealth and a clear plan for passing it on.
Retirement Planning
“How can I build financial security for retirement?”
For anyone planning the years after work, whether retirement is decades away or close at hand.
Investment Solutions Offered by Dokania
The investment products we work with, in one place. Your plan, not the product list, decides which of them you actually need.
Mutual Funds
Equity, debt and hybrid schemes from established fund houses, through SIPs or lump-sum investments.
Alternative Investment Funds (AIFs)
SEBI-registered pooled funds for eligible investors looking beyond listed equity and debt.
Portfolio Management Services (PMS)
Professionally managed portfolios held in your own name, for investors who meet the PMS minimum.
Fixed Income Investments
Bonds, debentures and deposits for steadier income and greater capital stability.
Structured Products
Instruments that combine fixed income with defined, market-linked participation.
Estate & Wealth Planning Guidance
Guidance on wills, nominations and the orderly transfer of wealth to the next generation.
Insurance & Mediclaim Solutions
Protect What Matters Most.
Financial security is not just about building wealth; it is also about protecting yourself and your family against unexpected financial challenges. Dokania Corporate Consultants helps clients explore insurance and mediclaim solutions designed to support their financial protection needs and provide greater peace of mind.