NiveshMaker is a Boutique Wealth Management Firm. The sole aim of this firm is to create awareness about Financial Literacy. They focus on helping the client’s attain their dream of Wealth Creation by achieving Long and Short term Goals. Main priority is given to Ethics and transparency in system while doing Financial Planning as this gives a true value to our practice.
At NiveshMaker, we always keep a tab on Investment strategies and implement what is much needed and more beneficial to you. We analyse portfolios quarterly and monitor financial growth and progress.
- As stated by Robert T. Kiyosaki
So, to manage emotional behaviour and FOMO (Fear of Missing out ) we create awareness among clients as Financially literate brains are able to handle such situations and thus create enormous wealth. We handhold our clients as we carry on a beautiful journey towards Wealth Creation.
Thuswe make sure that we give complete freedom to clients to have their say and customize their portfolio as per our Advisory and make it a worthy and happy journey. At the end of which both of us feel bliss and content !
- As stated by Warren Buffet
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. Financial Planning is a deep and vast subject and is customised and personalised as per need of each and every individual. We need to divide it into short and long termgoals as it becomes easier to manage and evaluate various goals on specific tenures. Dividing the whole Financial planning into various duration depending goals helps clients to perceive the End result and thus gives a sense of achievement as and when its realised! Attaining small successes and progressing in the journey creates a Confidence and sense of Contentment among clients .Thus, it becomes a process for both the clients and the firm.
Hence they totally follow the Motto of the company
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 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 structure (TER) applicable at the time of making the investment before finalizing on 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 For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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