12+
Years in
Financial Services
Investing with Purpose Delivering with Precision
Dr. Tanmay Gupta is the founder of The Finance Doctor, based in Nagpur. He holds a PhD in Wealth Management and an MBA (Capital Markets) from NMIMS Mumbai, and began his career with HDFC Bank's Private Banking Group before starting The Finance Doctor in 2017.
- Comprehensive Portfolio Analysis
- Performance Monitoring
- Rebalancing for Optimal Allocation
Dedicated Customer Support
Periodic Portfolio Review
Investment Guidance
What We Offer
Portfolio Guidance
Build a portfolio that works as hard as you do. Our expert team creates a personalized mix of assets designed to match your goals, risk appetite, and time horizon — helping you grow and protect your wealth with confidence.
Tax Optimization
Keep more of what you earn. Our tax optimization strategies are designed to reduce liabilities, maximize deductions, and align with your long-term financial plans — so your money stays where it belongs, with you.
Investor Education
Investor education helps individuals understand financial products, investment risks, and opportunities so they can make informed decisions.
Insurance Services
Secure your future and protect what matters most. From life and health coverage to specialized policies, we ensure you have the right protection in place to safeguard your loved ones and your lifestyle.
Goal based Investment
Every financial journey begins with a dream — a new home, your child’s education, a comfortable retirement, or a luxurious vacation.
Digital Investments
Gone are the days of long forms, paperwork, and waiting for confirmations. Today, you can explore, invest, and track your entire portfolio anytime, anywhere — all with a few clicks.
Here are the 3 working steps on success.
Understand Your Financial Profile
We begin by understanding your financial goals, risk appetite, existing investments, and future priorities to create a strategy suited to you.
Build Your Investment Portfolio
Based on your goals and risk profile, we design a well-balanced portfolio using the right mix of mutual fund schemes and asset allocation.
Review & Optimize Regularly
Your portfolio is reviewed periodically to track performance and ensure it stays aligned with your goals. Rebalancing is done whenever needed.
