Powered by Trust,
Driven by Expertise
We build lasting relationships through transparent advice, personalized solutions, and consistent financial support.
The story behind Finchart
Finchart is a trusted financial advisory firm focused on insurance, investments, and wealth management solutions tailored to individual and business needs.
With a team of experienced professionals, we simplify financial decisions and help you build long-term security and growth with confidence.
We are committed to delivering transparent advice and building lasting relationships that support your financial journey.
Take a look at the events that have shaped DoFi. throughout its 14+ year history.
Feb 2012
In 2012, John Doe set out to build a different kind of financial services firm – incorporating as DoFi.
May 2014
We expand our capabilities with the formation of the firm’s Investment Banking division.
Apr 2021
Takes another step into the digital age, offering clients access to their account information on DoFi.ex
Dec 2023
The service team at DoFi made it through to the final of the (SDI) and (MSP) awards.
Jun 2025
Tung Phan is appointed President & CEO, leading DoFi into a new era of growth and innovation.
Feb 2026.
In the years to come, we’ll work to carry our success – and John’s legacy – to new heights.
4 core values
define who we are
We are driven by a clear purpose to deliver trusted financial solutions and build long-term relationships.
-
Vision
To become India’s most trusted financial advisory organization through ethical and transparent financial solutions. -
Mission
To empower every family with the right protection, disciplined investments, and long-term wealth creation.
-
Client Commitment
We focus on understanding your goals and delivering personalized financial solutions with care. -
Trust & Transparency
We believe in clear communication, honest advice, and building lifelong relationships.
9
Leadership Team
Our people define our success. Their excellence, their entrepreneurship and their ability to work in teams are key to our high levels of client satisfaction and sustained relationship.
We are all passionate and committed to deliver high quality services to our clients.
Under their stewardship,
we secured many industry recognized accolades.
15
Award winning
We are proud of the success and recognition that we’ve achieved with our clients. We pride ourselves on developing practical solutions that drive results in the real world.
These solutions span sales performance improvement, learning and development, and technological innovation. Below are just a few examples of awards that we have earned.
Top ratings in the investment industry.