We incorporated Jeet Investment in the year 1996 and currently we are a team of 7+ professionals working tirelessly to help our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund Distributor registered with AMFI (Association of Mutual Funds of India) and Insurance Broker registered with IRDAI (Insurance Regulatory and Development Authority of India). We have diverse knowledge of financial products and services including NPS, NCDs, AIFs, PMS, Loans against Securities and Fixed income products. Our professional team specialises in Tax planning through which we offer a complete comprehensive financial solution to our clients.
We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest tax efficient investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
We are trusted by over 1700 families across India and globally with relationship of over 30 years. Operating from strategic locations of Bhavnagar and Surat in Gujarat, we cater to clients PAN India. As on 1st November 2025, our Assets under Advisory (AUA) is Rs. 160 Crores, a testament of our client’s trust on us over the years.
Why Us
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth. You would enjoy being always updated on your investments, anytime, anywhere.
Right Experience & Skills:
We have over 30 years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to fulfil your needs.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
Mr. Vijay K Doshi
With over three decades of extensive experience in multiple sectors of the finance industry, he has been an AMFI Registered Mutual Fund Distributor for over two decades. Originally trained into the fields of Income Tax and Audit, he transitioned himself as a Financial advisor with specialization in Goal based financial planning with a deep passion for enriching lives of people through financial freedom. He has been recognized as one of the pioneer partners of NJ India Invest in Bhavnagar.
Mr. Jeet V Doshi
An accomplished leader with over a decade of experience in financial product distribution, he holds an MBA in Finance and is an AMFI Registered Mutual Fund Distributor. He is the Pioneer of the Insurance segment of the firm, holding certification of Insurance Broker registered with IRDAI. He holds a natural acumen for financial analysis which he has successfully honed over the last decade in the business. He believes in the practice of Diversification of investments and specializes in other financial products like NCDs, NPS, LAS and AIF. He has been certified by NISM with a PMS Distributor License. He has built a robust client management system in the firm for utmost client satisfaction.
CA Gunjan J Doshi
With over 8 years of experience and extensive exposure in finance industry, by education, she is a Chartered Accountant specialized in Goal based financial planning through Tax efficient investment avenues. As a Deloitte Alumni, she holds an expertise in Corporate Internal audits and Risk management. She is the pioneer of Share DEMAT related procedure services provided by the firm as an allied service vertical. She holds a rich experience in professional communication which she has successfully utilized to strengthen the firm’s CRM and PR.
Mr. Rahul P Rathod
With over 6 years in financial product sales and distribution, Rahul excels in client satisfaction, relationship-building and tailored financial planning. His self-motivated attitude ensures client retention and boasts client acquisition for the firm. His proven track record and a client-centric approach make him a personalized guide and support for the client families for mutual funds and insurance services.
Mr. Harsh G Khanduri
An enthusiast, self-determined fresher in the finance industry, he brings in innovative ideas for utmost client satisfaction and excels in client management services of the firm. Backed by a B.Com degree, he holds a passion for financial products & services distribution. He has successfully upgraded the CRM of the firm to address all the client queries and support the Relationship Management team on the operations side.
