This isn't just about money – it's about removing fear, creating consistency, and living your best years with confidence.
Medical doctor (AIIMS) turned financial expert — with a unique focus on:
Dr. Sanjiv Mehta, is the Founder and MD of Finance Doctor. For the last 23 years, Finance Doctor has helped its investors in achieving their important goals including financial freedom, consistent lifestyle post-retirement, children education & marriage, owning primary residence and wealth creation amongst many other customized goals. Finance Doctor’s customers are educated professions including company executives from Microsoft, Google, Capgemini.
Dr Mehta prior to founding of Finance Doctor, was CEO of BSE’s Derivatives Segment, he helped introduce futures and options in India and was part of SEBI’s Derivatives Advisory Group. Prior assignments include professor of marketing at Ashridge Management college, England and Vice President, Citibank in Saudi Arabia and Bahrain. Additionally, Dr Mehta spends lots of time in educating investors about how they can make financial success a very controllable factor , link it to their important life goals and achieve much more in their lives.
Dr Mehta holds an MBBS from AIIMS and an MBA from Wharton. He is the the first Indian to qualify for 3 most competitive entrance examinations in India- IIT, AIIMS, and IIMA. His book Winning the Wealth Game was published in 2007 by Tata McGraw Hill and is now writing his next one on Money & Happiness, irrespective of networth.
"Their structured approach helped me align my savings with real goals—early retirement feels achievable."
Harvinder Singh Gill“I knew how to optimize code. Now I know how to optimize my portfolio—thanks to Finance Doctor’s goal-based nudges.”
Muralidhar Varma Ganapathi Raju “I’ve managed teams and targets—but Finance Doctor helped me manage my wealth with equal precision.”
Ramachandramouli Paramathmuni“Their approach to retirement planning is as precise as a clinical diagnosis—structured, reliable, and tailored.”
Dr. Beeravalli Rajitha“Being in semiconductor design, I believe in discipline and clarity.Finance Doctor is helping me bring the same approach to my investments, making wealth creation simple and structured.”
Kiran Kumar Mallavarjula“I’ve built intelligent systems. Finance Doctor helped me build a smarter path to financial freedom.”
Kalicharan MahasivabhattuMutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Finance Doctor is an AMFI-registered Mutual Fund Distributor (ARN: 10402). We do not offer portfolio management, investment advisory, or stockbroking services.
The information shared in this webinar is for educational purposes only and does not constitute investment advice or solicitation.
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