Trusted Since
1994
1994
Assets Under Management
0
*Data as on 31/05/2025 | Assets managed by various AMCs, mobilised by NJ
WHY NIVESTAA
Investing can feel overwhelming-too many choices, too much research, and too little time.
Nivestaa simplifies investing for you with a 'Done For You' or 'Done With You' approach, ensuring your Financial Needs are met without stress.
Have an existing portfolio?
We can help you review, improve, or even move your portfolio
without any added cost.
without any added cost.
Need Based Investment Plan
Whether you’re saving for tax benefits, retirement, or Wealth Building, we tailor plans that align with your financial aspirations.
Research Backed Investments
Powered by NJ Recommended Portfolio, we provide data-driven recommendations to help you make informed decisions.
Personalized Portfolio Strategies
Whether you’re a first time investor or a seasoned pro, we customize mutual funds plans based on your risk appetite and financial needs.
Portfolio Monitoring Services Available
Need to stay on top of your investments? We offer quarterly calls to analyze and rebalance your portfolio so you always stay ahead.
Seamless Digital Investing
We simplify mutual fund investing with paperless, automated, and secure processes.
Pan-India Support & Assistance
With NJ Wealth’s vast network of offline centers, you can easily submit documents and get assistance at your convenience.
STEP: 1Tell Us About Your Goals
Whether you’re looking to build wealth, save taxes, or plan for retirement, we map out a strategy for you.
STEP: 2Custom Investment Strategies
We analyze market trends, past performances, and risk factors to recommend the best mutual fund options for your risk profile and goals.
STEP: 3Start Investing Effortlessly
We handle the paperwork, processes, and execution while keeping you in the loop.
STEP: 4Quarterly Portfolio Monitoring
Stay updated with market movements and portfolio adjustments when needed.
Guided Investing for Beginners
First time investors who want clear guidance and a structured approach.
Smart Investing For
Working Professionals
Zero hassle services for busy professionals looking for researched-backed investments.
Advanced Insights
For Seasoned Investors
Expert investors seeking deeper insights, diversification, and smarter rebalancing.