A Partner You Can Trust
At Nivesh Raksha, we believe in building relationships, not just portfolios. Our client-centric approach has earned us the trust of over 1000+ families across India.
How We Work With You
A systematic approach to understanding and fulfilling your financial needs.
Understanding Your Goals
We begin with a detailed discussion to understand your financial aspirations, current situation, and future plans.
- Comprehensive financial assessment
- Life stage and goal mapping
- Income and expense analysis
- Existing investment review
Risk Profiling
We assess your risk tolerance to ensure our recommendations align with your comfort level and investment horizon.
- Risk tolerance questionnaire
- Investment experience evaluation
- Time horizon assessment
- Loss capacity analysis
Customized Strategy
Based on your goals and risk profile, we create a personalized financial strategy tailored to your needs.
- Asset allocation design
- Product selection and comparison
- Tax optimization planning
- Insurance needs analysis
Continuous Monitoring
We regularly review and optimize your portfolio to ensure it stays aligned with your evolving goals.
- Quarterly portfolio reviews
- Market opportunity alerts
- Rebalancing recommendations
- Goal progress tracking
The Nivesh Raksha Difference
Beyond financial planning, we offer a partnership built on trust, transparency, and expertise.
Client-First Philosophy
Your interests always come first. We recommend only what's right for you, not what pays us more.
Complete Transparency
No hidden charges, clear fee disclosure, and honest communication about returns and risks.
Regulatory Compliance
Fully registered with AMFI and IRDAI, following all regulatory guidelines for your protection.
Proven Track Record
10+ years of helping clients achieve their financial goals through disciplined investing.
Expert Team
Certified financial planners with deep expertise across investments and insurance.
Comprehensive Support
From planning to claims, we're with you at every step of your financial journey.
Promises We Keep
These aren't just words on a page. They're the principles we live by every day, with every client, in every interaction.
- We never mis-sell products for higher commissions
- We always disclose all charges upfront
- We provide need-based recommendations only
- We maintain strict client data confidentiality
- We offer free claim assistance support
- We provide regular portfolio health reports
- We're available for queries 6 days a week
- We educate before we advise
1000+
Families trust us
10+
Years of experience
98%
Client retention rate
4.9/5
Average client rating
Experience the Difference
Schedule a free consultation and see why thousands of families trust us with their financial future.