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

We are a Jaipur based AMFI-registered Mutual fund distributor. After seeing friends and families who are earning decent money, we found cases of struggles to manage the financial Goals. Our idea is to help people aligning the money with goals (child education, marriage, retirement).

We facilitate investments in mutual fund schemes offered by various Asset Management Companies (AMCs) in India.

Our Approach

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

  • Focus on financial goals, not short-term market movements (No one can predict the market)
  • Encourage disciplined investing habits (You have already saved, why not invest with discipline) 
  • Avoid speculation and unrealistic return expectations
  • Emphasize patience, consistency, and diversification ( This is what builds wealth; not chasing high returns )

We believe wealth is built over time—not overnight.

What We Do

  • Mutual fund distribution services
    • Help you decide “which mutual fund for which purpose fits your needs”
  • Assistance with investment execution 
    • Leave the execution to us. You focus on your primary source of income
  • Investor awareness
    • We are here to answer questions
  • 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

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