Nivesh Vidhi - Mutual Fund Distributors
Member since Nov 12, 2019
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About Me
Nivesh Vidhi is a boutique personal financial planing advisory service. We work on fees provided by client only. We do not earn any commission by cross-selling commission loaded products like ULIP, Regular plans of mutual fund, broker services, etc. and work purely in the client's best interest.
We are not stock/ share advisory. We advice only commission free products like Direct plans of mutual funds, non-linked insurance policies, PPF, VPF, etc.
Our goal is to help client achieve their financial targets by holistic financial planning. Our aim is to not chase after high-risk high-return but to create and manage corpus to meet future financial needs while managing risk associated with different financial products.
We are completely independent and are not affiliated with any bank, mutual fund, or insurance company.
We promote awareness among the investor community about the value of unbiased financial advise.
Our fees are Rs.5000/- for 1st Financial plan and Rs.2000/- for subsequent review (review frequency is dependent on client but we recommend at-least one review per year)
About Work Experience
Nivesh Vidhi is a boutique personal financial planing advisory service. We work on fees provided by client only. We do not earn any commission by cross-selling commission loaded products like ULIP, Regular plans of mutual fund, broker services, etc. and work purely in the client's best interest.
We are not stock/ share advisory. We advice only commission free products like Direct plans of mutual funds, non-linked insurance policies, PPF, VPF, etc.
Our goal is to help client achieve their financial targets by holistic financial planning. Our aim is to not chase after high-risk high-return but to create and manage corpus to meet future financial needs while managing risk associated with different financial products.
We are completely independent and are not affiliated with any bank, mutual fund, or insurance company.
We promote awareness among the investor community about the value of unbiased financial advise.
Our fees are Rs.5000/- for 1st Financial plan and Rs.2000/- for subsequent review (review frequency is dependent on client but we recommend at-least one review per year)
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
10 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
NPS (National Pension Scheme)
Financial Education Providers
Consumer Finance
Technical & Research Analysis
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Nivesh
Kharghar, Navi Mumbai,
Kharghar,
Navi Mumbai,
Maharashtra, 410210
LICENSE
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Mutual Fund -
ARN No.
ARN987654 - Validity -
01-01-2030
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