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Wealth Management

Wealth management is a financial service that helps people manage their assets and make decisions about their finances. The goal of wealth management is to help clients grow and protect their wealth, and achieve financial security.

Wealth management can include a variety of services, such as:

  • Insurance Planning: Helping clients choose the right insurance for their needs
  • Financial Planning: Helping clients plan for retirement, cash flow, and other financial milestones
  • Investment Planning: Advising clients on how to invest their portfolios
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  • Tax Planning: Analysing a client's tax situation and developing strategies to minimize tax liabilities
  • Estate Planning: Creating legal documents like wills, trusts, and powers of attorney to distribute assets and minimize estate taxes

Founder at NiveshManager.com is a certified financial professional who provides personalized guidance and support to help clients navigate the complexities of wealth management.

About Us

Welcome to NiveshManager.com, we at NiveshManager.com stands as a leading provider of comprehensive financial solutions, addressing a diverse range of needs within the financial sector. Specializing in mutual funds, stock broking, trading, dealing in unlisted shares, pledging of shares, insurance, taxation services, real estate and loans.

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A-1006 Bima Office Complex, Steel Market, Kalamboli, Navi Mumbai- 410218

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor | ARN-61478