Trusted by 1000+ clients across India

Protecting Your Wealth.
Empowering Your Future.

Expert investment and insurance solutions designed to secure your financial goals. Build wealth, protect your family, and plan for a prosperous future.

IRDAI Registered
AMFI Certified
Our Services

Comprehensive Financial Solutions

From investments to insurance, we provide end-to-end financial services tailored to your unique needs and goals.

Mutual Fund Investments
Mutual Fund Investments
SIP and long-term investment planning with goal-based strategies for wealth creation.
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Life Insurance
Life Insurance
Financial protection for families with term plans and savings-linked insurance solutions.
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Health Insurance
Health Insurance
Comprehensive medical coverage for individuals and families with cashless benefits.
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General Insurance
General Insurance
Fire, stock, building, and machinery insurance for complete business protection.
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Wealth Management
Wealth Management
Personalized strategies for wealth creation, preservation, and generational transfer.
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Tax Planning
Tax Planning
Smart tax-saving solutions through compliant investment options under Section 80C and beyond.
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Why Choose Us

Trust-Driven Financial Partnership

At Nivesh Raksha, we believe in building lasting relationships through ethical practices, expert guidance, and unwavering commitment to your financial success.

Client-First Advisory

Your financial goals always come first. We listen, understand, and deliver personalized solutions.

Transparent Planning

No hidden charges, no surprises. Complete transparency in fees, returns, and investment processes.

Risk-Aligned Strategies

Investment recommendations matched to your risk appetite and financial objectives.

Long-Term Focus

Building sustainable wealth through disciplined investing and continuous portfolio optimization.

Our Commitment to You

  • Unbiased investment recommendations
  • Regular portfolio reviews and rebalancing
  • 24/7 support for claim assistance
  • Compliant with all regulatory requirements
  • No mis-selling, only need-based solutions
  • Complete data privacy and security
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1000+ Happy Clients

Trust us with their financial future

Numbers That Speak Trust

Our track record reflects our commitment to delivering consistent results and building lasting client relationships.

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Years of Industry Experience

Guiding clients through market cycles

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Happy Clients

Trust us with their investments

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Insurance Partners

Leading insurers for best options

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Assets Under Advisory

Portfolio value managed

Testimonials

What Our Clients Say

Real stories from real clients who trusted us with their financial journey.

"Nivesh Raksha helped me create a comprehensive financial plan that covers both my business and family needs. Their guidance on general insurance saved my business during unexpected losses."

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Rajesh Sharma

Business Owner, Mumbai

"The SIP planning from Nivesh Raksha has been instrumental in building my daughter's education fund. Transparent advice and regular reviews keep me confident about my investments."

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Priya Patel

IT Professional, Pune

"What I appreciate most is their client-first approach. They recommended products based on my needs, not commissions. My health insurance claim was processed seamlessly with their support."

AD

Amit Deshmukh

Doctor, Nagpur

Secure Your Financial Future with Expert Guidance

Take the first step towards financial freedom. Schedule a free consultation with our experts and create a personalized plan for your goals.

No obligations. No hidden fees. Just honest financial advice.