WHY HAPPY NIVESHAK
WHY HAPPY NIVESHAK
Holistic 360 degree view
One point contact
Your plan, unique to you
Goal based approach
Holistic 360 degree view
One point contact
Your plan, unique to you
Goal based approach
Tax saving investment advice
Paperless transactions
A customized Investment Report
Risk profiling and asset allocation
Tax saving investment advice
Paperless transactions
A customized Investment Report
Risk profiling and asset allocation
A dedicated Investment Manager
Periodic portfolio review and rebalancing
Unbiased advice with complete transparency
Active monitoring and rebalancing
A dedicated Investment Manager
Periodic portfolio review and rebalancing
Unbiased advice with complete transparency
Active monitoring and rebalancing