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docwealthadvisors

Founders

Siju Nair

Rajiv and I have known one another since our early days in banking. Rajiv has always been a studious, methodical advisor to our clients and the one person I can turn to for help of any sort. If you don’t find Rajiv working at the office, you might find him catching up on the latest in football, cars, and all things technology. Also, he’s the better cook. And I, the better singer.

Rajiv Nair

Siju and I have known one another since our early days in banking. Siju has always been a hardworking cofounder, a knowledgeable advisor, but more a kind, humble friend to me. If you don't find Siju working at the office, he might be on course to become the next Buddha at a Vipassana session.

We are a close-knit team of 10 people. Most of us have been working at DocWealth since the firm's inception. We are a pleasant and driven group of people.    Our mission to assist clients in reaching their financial freedom unites each of our strengths.

Service-oriented mindset

Our advisory puts your needs first. We are with you day and night.

Objectivity and Transparency

We judge financial instruments by numbers, not sentiments. Our methods and strategies are an open book.

Educate and empower

We don’t just manage your money, we equip you with the right skills to set you up for a financially independent life.

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Our proven three-step plan 

Step 1
​Organise

In this phase, we gather scattered assets, liabilities, and important documents, bringing them together in one place. We meticulously organize your financial information into appropriate asset classes, creating a clear and comprehensive overview.

Step 2
Interpret

A thorough financial health check-up. We dive deep into your financial positions, meticulously researching and analysing each one. Our mission is to pinpoint non-performing assets,
evaluate costly liabilities, and uncover unnecessary expenses until no loose ends remain.

Step 3
Implement

This is when recommendations from the interpretation stage come to life. We implement mutually agreed actions to maximize the potential of high-performing assets and strategically dispose of low-performing ones. This ensures your portfolio is optimized for growth and efficiency.
Note: Interpreting and implementing are ongoing processes in your financial journey.
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