At Deep Investments, we take pride in serving and empowering more than 1700 families across India and beyond. With (Asset under management of around 425 Cr) and a dedicated team of 15 seasoned professionals, we are committed to guiding you towards a secure financial future. Positioned at the forefront of financial expertise, Deep Investments is on a journey to establish itself as a premier Financial Advisory firm in Mumbai. Our unwavering dedication to excellence has enabled us to earn the trust of our clients since our inception.
Phone: +91 9821016966
Email: sales@deepinvestments.org
Our objective is to empower individuals and families across India to achieve long-term financial well-being through personalized, transparent, and holistic financial solutions. We aim to understand every client's unique goals, risk profile, and financial needs, and provide tailored investment and financial planning strategies that integrate wealth creation, tax efficiency, risk management, and long-term financial security. Through financial education, integrity, confidentiality, innovation, and client-centric service, we strive to build lasting relationships and help our clients confidently secure and grow their financial future.
1995 - Certified in Insurance and Financial Planning
1998 - Diploma in Financial Management of Life Insurance
2005 - Certified courses of vocational training program on Stock Market, Equity & Derivatives
2006 - Fund Advisor Certified by AMFI (Association of Mutual Funds in India)
2008 - CFP (Certified Financial Planner), becoming one of the few CFPs in India
2025 - NISM Series-XIII: Common Derivatives Certification Examination
2025 - NISM Series-V-A: Mutual Fund Distributor
2026 - NISM Series-XXI-A: Portfolio Management Services (PMS)
2000–2025 – MDRT (Million Dollar Round Table): The premier association of the world's top sales professionals in the life insurance business in the USA.
2009–2012 – COT (Court of the Table): Achieved the milestones of COT.