Nivesh.com is a mass market mutual funds investment platform.
Mutual funds were set-up to provide an opportunity to ordinary investors to invest in financial assets, which they could not do otherwise on their own. However, they lack a proper vehicle to initiate their journey. In the spirit of financial inclusion, the platform aims to be such a vehicle that will not only help them get started but also support them along the way.
Nivesh.com is a paperless experience for the investors. The platform simplifies the process by categorizing funds as per broad investment objectives, and further curating schemes to provide a shortlist. The aim is to take away the complexity while ensuring objective investment process. After initial account creation, investors can transact in mutual funds in few simple steps. Post transaction, the platform helps in tracking the portfolio performance with timely alerts and notifications.
Local business partners are key elements in our strategy. They assist investors in the onboarding process and make them comfortable in using the platform for transactions and tracking performance.
Nivesh.com is owned by Providential Advisory Services Private Limited. The Company was incorporated on 1st August 2016 and commenced operations on pilot basis in January 2017. We are now live and scaling up our operations in a steady manner.
Anurag has conceptualized and brought together multiple stakeholders to make Nivesh.com a thriving organization today. He has 25+ years of experience in a unique blend of financial technology, research & data operations.
With over 17 years of experience in various technology and management roles, Sridhar strongly believes in the power of technology and collaborative thinking to solving business problems.
Rajesh spearheads platform development activities and has more than 14 years of experience in developing solutions in the financial services domain.
Munish brings a wealth of experience in building distributor networks for large financial services organizations along with strong mutual fund products knowledge, having worked as an Independent Financial Advisor himself.
Vishal has over 10 years of experience in banking & wealth management businesses with substantial exposure to back-office operations. His skills include setting-up / streamlining internal processes and compliance.
Rahul is an entrepreneur, investor, and mentor to many start-ups, and has invested in many start-ups /emerging companies across sectors. He also serves on the Board of many listed / unlisted companies as Independent Director. Rahul has been involved with the Company since its conceptualization providing invaluable guidance at every step.
Sandeep is Co-Founder & CEO at mystartupcfo.com, a CFO Outsourcing Services firm based in Silicon Valley. Earlier he had Co-Founded Gridstone Research and was Head of Investor Relations at Infosys. Sandeep decided to support the venture at a very early stage and provides strategic advice from time to time.
Sahad is an entrepreneur. He is the founder and former CEO of The VCCircle Network, a leading financial news, information and data company that was acquired by global media and information conglomerate News Corp in 2015. Sahad believes in the idea behind this venture and the need for such a service as mutual fund investments are at an inflection point.