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Our Services
Offering Mutual Funds, Stock Market investments, Insurance (Life, Health, etc.), Loans, and Corporate Fixed Deposits, tailored for you.
Our Impact
Managing ₹600 Crore in Mutual Funds, ₹2.5 Crore in Health Insurance, and ₹7 Crores in Fixed Deposits. Trusted by over 6,700+ clients with 60% referrals.
Our Team
30+ committed professionals, available 24/7, ensuring top-tier customer service.
Technology and Innovation
Pioneering in technology for efficient, high-quality financial services.
Our Commitment
Aligning our goals with yours for lasting relationships and continual service improvement
Join Us
Begin your financial journey with mNivesh™, your guide to financial success
Achievements
- ✓ Join a growing community of 6700+ clients, a testament to our commitment and service quality.
- ✓ Record-holder for registering 2058 SIPs in a single day in 2018.
- ✓ Managing over ₹600 Crores in Mutual Funds, with significant holdings in Fixed Deposits and Health Insurance.
- ✓ Ranked 382nd All India among top banks and wealth management firms.
- ✓ Recipient of the prestigious MFRT (Mutual Fund Round Table) TAJ qualifier – a mark of industry excellence.
- ✓ Over ₹3 Crore in monthly SIPs from our satisfied investors.
- ✓ Maintaining a 97% renewal retention rate in Health Insurance.
