Mutual Fund Distributor Commission in NFOs Switches from Liquid Funds

Mutual Fund Distributor Commission in Nfos Switches from Liquid Funds
The Securities Exchange Board of India (SEBI), in partnership with the Association of Mutual Funds in India (AMFI), had made […]

Why a Platform Matters for MFDs: Elevating Financial Advisory & Wealth Management

best platform for mfds
MFDs rely on financial advisors to do much more than just push products. They also assist clients in creating and […]

How to Become a Wealth Manager: Bank RMs Turning Entrepreneurs

How to Become a Wealth Manager: Bank RMs Turning Entrepreneurs
In India’s rapidly developing financial services, many experienced banking relationship managers (RMs) are rethinking their career path. An emerging trend […]

Watch MFD Rajesh Singh Panwar share his journey with Nivesh and how…

Watch MFD Rajesh Singh Panwar share his journey with Nivesh and how…
Watch MFD Rajesh Singh Panwar share his journey with Nivesh and how it has helped him grow his Mutual Fund Business.

Growing AUM to ₹7.2 Crore in 1.5 Years: Basavaraj Vijay Karjinni’s Success…

Growing AUM to ₹7.2 Crore in 1.5 Years: Basavaraj Vijay Karjinni’s Success…
Watch Mr. Basavaraj Vijay Karjinni’s inspiring story of achieving ₹7.2 Crore AUM in just 1.5 years!

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

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

WHAT’S NEW

At All-Time Highs: How Advisors Can Help Clients Stay Invested and Win Big
KYC
Unlocking Growth: A Peek into India’s Budget FY 2024-2025

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.

Help Clients Achieve Their Financial Goals
With Nivesh, you can empower your clients to achieve both their short-term and long-term financial goals. Our goal-based investment approach ensures that each client’s needs—whether it’s a vacation, buying a car, planning for a child’s education, or retirement—are aligned with the right investment plan. This enables you, as a distributor, to offer structured and outcome-oriented advisory services.

Access to a Proven Fund Selection Process
As a distributor, your reputation depends on the quality of funds you recommend. Nivesh follows a robust fund selection framework that goes beyond just past performance. Our methodology considers multiple parameters like risk-adjusted returns, volatility, and consistency—backed by expert analysis—helping you recommend funds that truly suit your clients’ needs.

Leverage Cutting-Edge Technology
Managing multiple clients and tracking their portfolios can be time-consuming. With the Nivesh platform, you get access to a powerful, easy-to-use digital interface that simplifies onboarding, transactions, and portfolio tracking. This not only enhances your efficiency but also delivers a seamless experience to your clients.


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