KOSHTI FINANCIAL SERVICES

• Finance
• Pandharpur
• Website
• GSTIN •••NA

About

Koshti Financial Services is a trusted financial services firm dedicated to helping individuals and families build financial security and long-term wealth through disciplined financial planning and smart investment strategies. Founded by Dipak Koshti, an AMFI Registered Mutual Fund Distributor and IRDAI Certified Insurance Agent, the firm provides reliable solutions in Mutual Fund Investments, Term Insurance, Health Insurance, and Personal Accident Insurance under one roof. Our mission is to educate and guide professionals, business owners, salaried individuals, and young families to make informed financial decisions and achieve their life goals such as child higher education planning, retirement planning, wealth creation, and income protection. At Koshti Financial Services, we believe that financial success does not depend only on income but on proper planning, disciplined investing, and adequate protection. Through our structured approach, we help clients avoid common financial mistakes and create a clear roadmap for their financial future. We focus on three key pillars: • Financial Security & Income Protection • Child Education & Future Planning • Long-Term Wealth Creation through Mutual Funds With a client-first approach and continuous financial education, our goal is to help families build a stress-free, debt-free and financially secure life.

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Compliance & Registration

GSTIN

NA

PAN

BOHPK8968K

Company Registration No.

0

Pincode

413304

Services & Products

Mutual Fund Investment Advisory

Koshti Financial Services provides expert guidance in mutual fund investments to help individuals grow their wealth systematically. The firm assists clients in selecting suitable mutual fund schemes based on their financial goals, risk appetite, and investment horizon. Mutual funds are one of the most popular investment options because they allow investors to participate in equity and debt markets with professional fund management. Koshti Financial Services educates clients about systematic investment plans (SIP), lump sum investments, and portfolio diversification strategies. By analyzing market trends and fund performance, the advisor recommends reliable mutual fund options that help investors build long-term financial security. Regular portfolio reviews and performance monitoring are also provided to ensure that investments remain aligned with the client’s financial objectives.

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Financial Planning & Wealth Management

Koshti Financial Services offers comprehensive financial planning services that help individuals and families manage their income, savings, and investments effectively. The service focuses on creating personalized financial plans based on client goals such as buying a home, funding education, retirement planning, or building long-term wealth. The advisor evaluates financial situations including income, expenses, liabilities, and future requirements before recommending suitable investment strategies. Through diversified investment portfolios and disciplined saving methods, clients can achieve financial stability and long-term growth. Regular financial reviews and strategic adjustments ensure that the financial plan remains effective even when market conditions change. This service helps individuals stay financially organized and achieve life goals with confidence.

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SIP (Systematic Investment Plan) Services

Koshti Financial Services helps investors start and manage Systematic Investment Plans (SIP), which allow individuals to invest small amounts regularly in mutual funds. SIP is a disciplined approach to wealth creation that helps investors benefit from market averaging and long-term compounding. The advisor guides clients in selecting suitable funds and determining the ideal investment amount according to their financial capacity and future goals. SIP investments are especially beneficial for salaried individuals and beginners who want to start investing gradually without large capital requirements. Koshti Financial Services also monitors SIP performance and suggests modifications when necessary to ensure optimal returns and balanced portfolio growth.

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Retirement Planning Services

Koshti Financial Services provides retirement planning solutions designed to help individuals maintain financial independence after retirement. The service focuses on building a long-term investment strategy that generates stable income during retirement years. The advisor helps clients estimate future financial needs, inflation impact, and life expectancy before recommending appropriate investment plans. Retirement planning includes diversified investments such as mutual funds, pension schemes, and long-term financial products that ensure steady income in later life. Through disciplined investing and proper financial guidance, clients can accumulate sufficient retirement funds and reduce financial uncertainty in the future.

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Investment Portfolio Management

Koshti Financial Services offers portfolio management support to help clients maintain a balanced and diversified investment portfolio. The advisor reviews existing investments and recommends suitable changes to improve performance and reduce risk exposure. Portfolio management includes monitoring mutual fund performance, adjusting asset allocation, and ensuring diversification across different financial instruments. By analyzing market conditions and financial trends, the advisor ensures that client investments remain aligned with their financial objectives. Regular performance tracking and professional guidance help investors stay informed and confident about their investment decisions.

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