About Us

Welcome to Digital Investment

At Digital Investment, we believe that protection of your hard-earned funds is our foremost responsibility. This responsibility can only be fulfilled through deep knowledge, disciplined processes, and proper financial planning.

We follow a structured four-step financial planning process:

Risk Profiling
Goal Planning
Portfolio Structuring
Portfolio Tracking & Management

Our Services

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

WEALTH MANAGEMENT

Wealth Management is a high level professional service that combines financial/investment advice, accounting/tax services, retirement planning and legal/estate planning and banking services for one fee.

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our Products

MUTUAL FUND

At Digital Investment, we offer a comprehensive range of Mutual Fund products to help you achieve your financial goals through disciplined and well-planned investing. Based on your risk profile, time horizon, and objectives, we recommend suitable mutual fund solutions.

HEALTH INSURANCE

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

LOAN AGAINST SECURITIES

At Digital Investment, we provide Loan Against Securities (LAS) to help you meet your short-term liquidity needs without selling your investments.
By pledging your mutual funds, shares, bonds, or other eligible securities, you can avail funds while your investments continue to remain invested and potentially grow.