Our Story

Welcome to Nivesh, a pioneering platform dedicated to serving the needs of mutual fund distributors, who are instrumental in the mutual fund distribution landscape. Leveraging cutting-edge digital solutions, Nivesh endeavors to facilitate the penetration of financial products into previously untapped markets, particularly in tier 2 and 3 cities. Our platform’s core focus on providing technology-driven tools underscores our commitment to staying ahead in the evolving financial services sector.

Additionally, at Nivesh, we recognize the indispensable role of human expertise in guiding clients through financial decisions, especially in regions with lower financial literacy levels. As the mutual fund industry continues to expand, particularly beyond major urban centers, Nivesh stands ready to capitalize on this growth trajectory. Our mission is to empower mutual fund distributors with a blend of innovative technology and personalized support, enabling them to navigate and thrive in the dynamic market environment effectively.

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                                                                              Our Amazing Team

anurag sir

Anurag Garg

Founder & Chief Executive Officer

Anurag has conceptualized and brought together multiple stakeholders to make Nivesh a thriving organization today. He has 30+ years of experience in a unique blend of financial technology, research & data operations.

sridhar sir

Sridhar Srinivasan

Co-Founder & CTO

With over 25 years of experience in various technology and management roles, Sridhar strongly believes in the power of technology and collaborative thinking to solve business problems.

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Sanjay Gupta

Chief Delivery Officer

Technology leader with 25+ years’ experience in global Product, Practice, and Delivery Management. Skilled in Web, Mobility, Cloud Computing, LLM, Gen AI, SaaS, Analytics, and Enterprise Integrations. Known for balancing team collaboration, immediate project needs, and long-term visions.

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rajesh
vishal sir

Dr Hira Jaiswal

Principal Officer

Having rich experience of more than 33 years of General Insurance with Public Sector Insurance Co. & played a key role in business development ( marketing ), claims services, under-writing & administration, Currently, playing a vital role in a professional manner as per rules & regulations prescribed by Insurance Regulatory Development Authority (IRDAI).

Rajesh Kumar Ram

Assistant Vice President – Technology

Rajesh spearheads platform development activities and has more than 14 years of experience in developing solutions in the financial services domain.

Vishal Rohta

Vice President – Operations and BDS

Vishal has over 14 years of experience in the Banking and Wealth Management business with substantial exposure to back-office operations. His skills include setting up/streamlining internal processes and compliance.

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manish sir

Anant Sharma

Business Head- Wealth

Anant has more than 15 years of experience in financial markets. Prior to joining Providential Platforms Private Ltd, he was working with SMC Private Wealth “a division of SMC Global Securities Ltd” as Head – Product. He has great understanding of investment products like Mutual Funds, PMS, AIFs, Unlisted Equities, Structured Products, Bonds and NCD.

Manish Kumar

Business Head- Insurance

Manish has over 15 years of experience in Insurance and has deep knowledge of corporate insurance. He has worked with ICICI LOMBARD, TATA AIG and HDFC ERGO in retail and corporate segments. He was heading the Bancassurance business in TATA AIG in the North region.

                                                   Investors

                                                               We are supported by marquee investors, who believe in our vision.

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    And other Prominent angel investors who are successful entrepreneurs, venture capitalists and fund managers

                                                              Our Partners

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Shriram Finance Logo
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mahindra finance1687.logowik.com

8,414
Partners in 731
cities across India

39,032
Customers spread
over 3,000 pincodes


24,97,551
Transactions 
Executed


Rs. 3,454

Crore- Transaction Value

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