Your Trusted Partner in Financial Planning
Since 2014, Nivesh Raksha Financial Services has been helping individuals and families across India achieve their financial goals through expert guidance and personalized solutions.
Who We Are
Nivesh Raksha Financial Services Pvt Ltd is a comprehensive financial advisory firm committed to helping you protect and grow your wealth. We specialize in mutual fund investments, life insurance, health insurance, and general insurance solutions.
Our team of certified financial advisors brings together decades of experience across investment management, insurance planning, and wealth preservation strategies.
We believe that every individual deserves access to professional financial guidance, regardless of their current wealth level. Our approach is simple: understand your goals, assess your risk profile, and create a customized plan that works for you.
10+
Years of Experience
1000+
Happy Clients
50+
Partner Companies
500Cr+
Assets Advised
Our Mission
To empower every Indian family with accessible, unbiased, and professional financial advice that protects their wealth today and secures their future tomorrow. We are committed to simplifying complex financial decisions through transparent guidance and personalized solutions.
Our Vision
To become India's most trusted financial partner, recognized for our client-first approach, ethical practices, and consistent delivery of superior financial outcomes. We envision a future where every family achieves financial freedom through informed decisions.
Principles That Guide Us
Our core values shape every decision we make and every recommendation we provide.
Trust
Building lasting relationships through honest advice and transparent practices.
Transparency
Complete clarity in fees, processes, and investment recommendations.
Integrity
Upholding the highest ethical standards in all our dealings.
Long-term Growth
Focused on sustainable wealth creation over quick gains.
Our Journey
A decade of growth, learning, and building trust with thousands of families.
Founded with a vision to democratize financial planning
Crossed 100+ happy client families
Expanded to comprehensive insurance advisory
Reached 500+ clients milestone
Launched digital-first financial planning tools
1000+ clients trust us with their financial future
Ready to Start Your Financial Journey?
Let's discuss how we can help you achieve your financial goals with a personalized plan.
Schedule a Consultation