Deyendra Doshi, CFP

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Selangor - Petaling Jaya



License number


Range of fee

from RM500 up to RM3,000

About Deyendra Doshi, CFP

Deyendra Doshi is an Approved Financial Advisor (FAR) and licensed financial planner (CMSRL) with I-Max Financial Sdn Bhd. He has a Bachelor of Science degree from Universiti Malaysia Sabah and a Master's in Business Administration (General) from University Tunku Abdul Rahman (UTAR).

Having an extensive experience over 10 years in Sales & Marketing, he ventured into financial services industry with AIA Bhd. He became a full time insurance agent with AIA Bhd and built the insurance business with a large client base. Having realized the changes taking place in the financial services industry, he completed his CFP certification to serve clients in a more comprehensive manner. As a firm believer of holistic financial planning, he is passionate about educating his clients and assisting them to plan their finances better to realize their financial life goals and achieve long term financial success.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family),
Financial Security (ensuring stable stream of income for individual / family),
Child Tertiary Education Planning (securing your children's education),
Retirement Planning (pre and post retirement planning, management of retirement fund),
Estate Planning (timely wealth distribution)

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