Company Profile

Niveshsmart is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over three years, to the satisfaction of its clients. Niveshsmart offers a wide array of products and services, including integrated Financial Planning, Wealth Management, Tax Consulting services, Insurance & Mutual Fund. Niveshsmart serves ultra HNI clients, high net worth families offices, NRI’s, corporates and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. Maximizing Wealth is the first and foremost motive of us.

Our services are individually designed to meet clients needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision
To build the Company name as a trusted brand in the Financial Services.

Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at reasonable cost.
  • Meeting the general and sophisticated financial goals of our clients.
  • Developing, encouraging and rewarding the superior performance of our employees.
  • Our Motto is to invest your money in mutual funds carefully and safely like own investment.