Welcome to Fund Nivesh, your trusted partner in comprehensive financial solutions. With years of expertise and a client-centric approach, we are dedicated to helping you achieve your financial goals through goal-based investment planning, retirement planning, wealth management, portfolio management, insurance, tax planning and cash-flow management.
We understand that everyone has unique financial aspirations. Our goal-based investment planning services are tailored to your individual needs and objectives, ensuring that your investment strategy aligns with your long-term goals. Whether you're saving for your child's education, planning for a comfortable retirement, or seeking to grow your wealth, with our experience, we will guide you every step of the way.
Effective portfolio management is essential for optimizing investment returns. We design a well-diversified portfolio tailored to your risk profile and investment goals. Regular monitoring and rebalancing of your portfolio ensure that it remains aligned with your evolving financial needs.
Cash-flow management is critical for maintaining financial stability. We analyze your income and expenses to develop effective strategies that improve your cash flow and provide you with a clear understanding of your financial position.
We are committed to providing you with comprehensive financial solutions that empower you to achieve your goals. Contact us today to embark on your journey towards financial success.
Our mission is to motivate individuals by offering genuine advice and providing financial products that facilitate wealth creation, empowering them to achieve financial freedom through accurate financial planning and investment.
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At our core, we believe that everyone deserves a joyful and peaceful post-retirement life. That's why we are dedicated to fostering a secure and growth-oriented economic environment. Furthermore, we empower investors to realize their financial goals by providing comprehensive and customized investment opportunities that foster wealth creation.
At the heart of our company's accomplishments lie our valued clients. We recognize that our own financial future is closely intertwined with the secure financial future of our clients. That's why we take pride in our independence, free from external influences, which enables us to offer unbiased information and uphold the utmost integrity in our advice and planning.
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B 205 Infinity Tower Nr Hotel Ramada Corporate Road
Prahladnagar Ahmedabad 380015
+91 9924077464
Fund nivesh © 2023
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-317692 | Date of initial registration – 30-Dec-2024 | Current validity of ARN – 29-Dec-2027
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