At All-Time Highs: How Advisors Can Help Clients Stay Invested and Win Big

Oct 9, 2024
At All-Time Highs: How Advisors Can Help Clients Stay Invested and Win Big
Imagine this: You’re on a rollercoaster—rushing up, plummeting down, twists and turns at every corner. Now, imagine you’re not the […]

The Future of Wealth Management: MFDs Need a Digital Edge to Grow Market Share 

Sep 27, 2024
The Future of Wealth Management: MFDs Need a Digital Edge to Grow Market Share 
Wealth management tips for MFDs: Utilizing Digital Edge to Grow Market Share in Wealth Management. It is common knowledge that […]

Mr. Ramesh Kumar’s ₹10 Crore AUM Milestone with NIVESH

Aug 2, 2024
Mr. Ramesh Kumar’s ₹10 Crore AUM Milestone with NIVESH
Today we have Mr. Ramesh Kumar from New Delhi He’s been a partner with us since the past 4 years, and he’s achieved an AUM of 10 crore.

Discussion between Atul K. Naval & Anurag Garg about his success story

Jul 15, 2024
Discussion between Atul K. Naval & Anurag Garg about his success story
Mr. Atul K. Naval discusses his transition from banking to achieving a 10 crore AUM, emphasizing client relationships and support from the Nivesh platform.

What is AMFI MFD Karein Shuru Campaign?

Jul 4, 2024
What is AMFI MFD Karein Shuru Campaign?
The AMFI MFD Karein Shuru campaign is an active initiative aimed…

Testimonials

Partnering with Nivesh was a life-changing decision for our partner Sunil Kumar Mittal.
Mutual Fund AUM of our partner Rahul Gupta has grown since joining Nivesh.
Mukesh Singh on reasons why an AMFI-registered ARN holder should partner with Nivesh.

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Benefits of Nivesh

Nivesh collaborates with independent distributors to give end users the best of both worlds: cutting edge technology combined with a personal touch. The distributor can go digital without incurring any costs or overhead in order to expand their client base and reach while also giving their customers a better investing experience. Distributors who work with retired bank managers, chartered accountants, or distributors of other financial goods, such as insurance, can begin offering mutual funds with no initial investment. Distributors partnering with Nivesh Gain Multiple Advantages:

  • Assisting clients in defining their financial objectives
  • Choosing suitable products (MF, Corporate FD, NPS, P2P) for clients
  • Effortless paperless transactions, including KYC processes
  • Convenient on-the-go transactions and reporting
  • Access to a comprehensive range of products and schemes
  • Support for content and social marketing
  • Regular alerts and notifications to keep clients informed.

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