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Wealthy Nivesh – Trust. Simplicity. Growth.

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Wealthy Individuals

We start by understanding your financial goals for wealth preservation, appreciation, and income generation. Our investment specialists then create a curated portfolio, selecting from a wide range of options including Mutual Funds, PMS, and Alternate Investment Funds.

Capital Raising

Securing funds to support and grow a business through various financing methods.

Estate Planning

Organizing and managing your assets to ensure they are distributed according to your wishes

Tax Planning

Strategically managing your finances to minimize tax liabilities within legal boundaries.

Family Offices

We focus on preserving and growing family wealth for creating a timeless legacy. We understand legal and financial aspects along with varied family dynamics to offer a seamless estate and succession plan.

Mobility Taxation

Understand the tax implications for your assets and income when moving across different regions. Our experts ensure compliance and optimize your tax liabilities.

Startup Investment

Support the growth of innovative startups by investing early. Our experts help you navigate opportunities to maximize returns and diversify your portfolio.

Global Investments

Benefit from our deep focus on diversification by investing in global assets

Corporates

We manage end-to-end treasury for our corporate clients. We match their cashflow requirements with the duration of our investment options, and help them manage their working capital needs. We offer a seamless digital platform for transactions and portfolio monitoring for all our corporate clients. 

Asset Liability Matching

Matching cashflows of your firm with investmnet horizons of different asset classes , in a tax efficient manner.

Tax Planning

Strategically managing your finances to minimize tax liabilities within legal boundaries.

Paperless Platform

A digital paltform to manage your treasury money in a paperless and seamless manner

Startups

We help you structure your startup cashflows and manage your funds in the most tax-efficient manner. We offer a digital platform to track your funds and manage your assets and liabilities in a seamless manner.

Capital Raising

Securing funds to support and grow a business through various financing methods.

Wealth Management

Wealth Management for founders with personalized strategies for asset growth and risk management.

Treasury Management

Connect with us to manage your startup cashflows and working capital in a seamless digital manner

Women

We first understand your cashflows, existing investments and your financial goals to carefully curate an investment plan. We then continuously interact and track your portfolio performance to help you achieve your financial freedom. 

Life Goal Planning

Achieve your dreams with financial strategies tailored to women's unique life goals, from education and career advancement to retirement planning.

Estate Planning

Organizing and managing your assets to ensure they are distributed according to your wishes

Tax Planning

Strategically managing your finances to minimize tax liabilities and maximize savings within legal boundaries.

What’s holding you back?

Reach out now to get a professional evaluation of your investments and take the next step towards achieving your financial goals.
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