About Us

Welcome to Doyen Wealth Management

Doyen Wealth Management is a Pune based Financial Planning, Wealth Management Services, Consulting and Advisory organisation. We provide an array of services that aptly address the unique financial needs of investors. Whether an investor needs a single service or an all-encompassing plan, we have in house experienced research team to provide solutions to cater every financial need of affluent, high-net-worth and ultra-high-net-worth clients

We are a senior professional team that offers comprehensive services focused on developing a personal relationship with you. With integrity, strength and stability, we are committed to putting your needs first. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm. We offer unbiased advice and products tailored to your unique situation.


Our Management Team

Rajesh Joshi - CEO

Rajesh has 17 years of extensive experience in capital market. He is prominent writer & uses technical analysis in his pioneering columns in various media outlets.He has focused on implementing a multi-strategy investment approach which provides for superior, risk-adjusted, after-tax investment returns in the long term while reducing volatility and loss of capital in the short term. Rajesh’s expertise in risk management has been the cornerstone of the success in both his investment decisions for clients.He is a Guest Lecturer for various prominent MBA Colleges. More than 9000 students are benefited  by his stock training programs.

Vision

" We are committed to be the most trusted Wealth Management Company, Customer
  Centric, best to deal with and offer the best value for money."

Mission

Helping our customers to fulfil their financial dreams by providing need based solutions.

Values

1. Integrity

2. Diligent

3. Customer Centric

4. Innovative

5. Teamwork

Why Doyen Wealth

ü  In house expert research team

ü  Reliable and trustworthy services

ü  Unbiased solutions

ü  Transparent transactions

ü  Disciplined advisory services

ü  Safety of investments

ü  Customised wealth management solutions by experts

ü  Wealth Management services to Initial investors to ultra HNI customers

ü  Help you to prioritise your financial objectives

ü  One stop complete financial solutions