Strategies for Success
At NiveshUp, we specialize in Mutual Fund Advisory, National Pension System, Fixed Deposits, Government Bonds, and Loan Against Mutual Funds. Our goal is to provide expert financial guidance tailored to your investment needs, ensuring long-term growth and financial security. Whether you're looking to build wealth through mutual funds, invest in secure bonds, or leverage your investments for liquidity, we offer personalized solutions backed by years of expertise. With a focus on trust, transparency, and innovation, we help you make informed investment decisions for a prosperous future.
The Journey to Rises
Our journey in mutual fund advisory has been driven by a deep commitment to empowering individuals and businesses with the right investment strategies. Over the years, we have helped countless clients navigate the complexities of financial planning, ensuring their investments align with their short-term and long-term goals. From guiding young professionals taking their first steps into investing to assisting seasoned investors in diversifying their portfolios, our expertise has grown alongside the evolving financial landscape. With a strong foundation in market research, risk assessment, and wealth management, we continue to provide tailored solutions that maximize returns while safeguarding financial security. Our passion for financial literacy and transparency has enabled us to build lasting relationships, making Nivesh Up a trusted name in mutual fund advisory.
Financial Planning
We help you create a structured financial roadmap tailored to your goals. Our expert guidance ensures balanced investments, risk management, and wealth growth. Achieve financial stability with a plan designed for long-term success.
Children Future Planning
Secure your child's education and future with strategic investment planning. We offer customized solutions to build a strong financial foundation for their dreams. Start early and give your child the financial security they deserve.
Retirement Planning
Plan today for a stress-free and financially independent retirement. We assist in building a reliable income stream to sustain your lifestyle post-retirement. Enjoy peace of mind knowing your golden years are financially secure.
Tax Planning
Optimize your tax liabilities with smart investment strategies. We help you maximize savings through efficient tax planning and legal tax-saving instruments. Reduce your tax burden while growing your wealth effectively.
retirement planning
Our Growth Story
15%
Avg CAGR
400+
Customers
30+
AMC's
20+
Years of Experience
Process
The simple method behind our success
01
Identifying and Selecting Goals
We begin by understanding your financial aspirations. Setting clear and achievable goals forms the foundation of a successful financial plan.
02
Developing Financial Planning Recommendations
Based on your current financial situation and future objectives, we craft personalized investment strategies.
03
Implementing the Financial Plan
We assist you in executing the plan seamlessly. This includes selecting the right financial products and smooth investment process tailored to your needs.
04
Monitoring Progress and Updating
Financial planning is an ongoing process. We continuously track your investments, assess market trends, and update your plan.
Success Stories
Vijay Agrawal
"Nivesh Up has completely transformed my investment approach. Their expert advice on mutual funds helped me build a strong portfolio with excellent returns. Highly recommended for anyone looking to grow their wealth!"
Sobhan choudhary
“Planning for my child’s education was overwhelming until I connected with Nivesh Up. They gave me confidence that my child's future is financially secure. I appreciate their transparency and dedicated service!”
Madan lal kanugo
I was unsure about Loan against mutual fund until the NiveshUp team explained everything in simple terms. Their in-depth knowledge and customer-focused approach made my investment process smooth.
Our Partners and Clients
