We spend time to understand your situation, tax status, liquidity needs, tenure of investment, risk appetite and most importantly, your Investing Behavioural Bias. No matter what stage of life you are in, we design a tailored investment strategy especially for you. Sporadic investments do not yield concrete results. We advocate a structured approach to investing and inspire you to take short and consistent steps right from the beginning.
Everyone has the right to a healthy financial life, and offering unbiased, affordable and holistic investment plans is our aim.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul 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.
Leaders
The Management Team
Marzee Kerawala, founder of NiveshIndia, is a Certified Financial Planner with strong domain knowledge in Financial planning, Investment consultancy and Income tax. While providing comprehensive financial solutions, Behavioural Coaching – working with clients to protect their portfolios from emotional reactions has been area of expertise for him and his firm NiveshIndia, thereby helping us to preserve loyal customer base over the past 15 years. Managing assets worth few hundred crores, his firm ‘NiveshIndia’, designs tailored investment strategy through customised financial planning for individuals and NRI’s, and also handles Treasury management for corporates and SME’s. His firm NiveshIndia is one of the most successful advisory firms having pan India presence and serving to more than a 100 NRI’s worldwide. He has decorated his office with clutch of awards he has picked up that recognize his professional growth as well as his advisory excellence.
Marzee concedes: What helped me stay ahead in difficult times was the philosophy that my “clients interest comes first”. To me financial planning means being personally involved with my clients families in their financial Journey. I attribute my success to the Faith and Trust my investors has posed in me and my abilities, and that to me is the biggest Asset of our firm NiveshIndia.
Why Us
Client Centric Approach:
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 product centric approach.
Focuss 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 to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 15 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
