AMFI registered Mutual Fund Distributor
AMFI registered Mutual Fund Distributor
In today’s rapidly changing world, we are surrounded by complex financial products and having the right intermediary can make all the difference.
We are a personal, digital financial Intermediary, offering customized Investment solutions for our clients. We take the time to know our customers, to understand their personal and professional circumstances, aspirations, and their risk profile. This helps us to offer the best fit product mix that caters to our client’s unique needs.
As a small firm, we are hyper focused on building strong, long-term relationships with each one of our clients and help them on their road to financial security and wealth creation.
We have been working with individuals and families for over 12 years and we look forward to meeting you and to start your Investment journey with us.
Dwipa Mankodi
Financial Intermediary & Mutual Fund Distributor
Isha Financial's founder Dwipa Mankodi has been helping build secure financial futures for clients since 2008. She is a Certified Financial Planner and firmly believes that a family needs trusted financial Intermediary having long term association and through her practice, she has demonstrated that a good financial Intermediary helps bring long term stability and consistency in a family’s financial health, as well as help navigate the ups and downs of life much more smoothly.
Mitwa Bhatt
Head - Client Engagement
Mitwa leads the client engagement function and is also a financial intermediary. She uses her wide e-commerce experience to digitally connect with clients and understand their requirements. She also supports the marketing and client management for Isha Financial. She believes in and has always practiced a “client-first” approach.