about us

About Us

NiveshPlanning is a mutual fund distribution firm focused on helping individuals invest in a simple, disciplined, and goal-oriented manner.
We believe that investing should not be confusing or intimidating. Our aim is to make mutual fund investing easy to understand, transparent, and aligned with your long-term financial goals.

Who We Are

NiveshPlanning is an AMFI-registered Mutual Fund Distributor.
We facilitate investments in mutual fund schemes offered by various Asset Management Companies (AMCs) in India.
Our role is to guide investors through the investment process, provide clear information, and support them with execution and service—while encouraging long-term, responsible investing.

Our Approach

We follow a long-term, goal-based approach to investing:

  • Focus on financial goals, not short-term market movements
  • Encourage disciplined investing habits
  • Avoid speculation and unrealistic return expectations
  • Emphasize patience, consistency, and diversification

We believe wealth is built over time—not overnight.

What We Do

  • Mutual fund distribution services
  • Assistance with investment execution and documentation
  • Investor education and awareness
  • Ongoing service and support for mutual fund investments

We do not offer guaranteed returns or promise quick profits.

What We Don’t Do

  • We do not provide stock tips or trading calls
  • We do not guarantee returns
  • We do not encourage short-term speculation

Our focus is on clarity, transparency, and suitability.

Our Commitment

  • At NiveshPlanning, we are committed to:
  • Acting in the best interest of investors
  • Following regulatory guidelines and ethical practices
  • Communicating honestly and clearly
  • Building long-term relationships based on trust

Important Disclosure

NiveshPlanning is a Mutual Fund Distributor registered with AMFI.
We are not a SEBI-registered Investment Advisor, unless explicitly stated.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.