About Nivesh

Empowering Independent Financial Advisors with Technology

We are an award-winning digital-first platform dedicated to helping mfds grow their Assets Under Management (AUM) through cutting-edge technology and personalized support.

Our Story

Nivesh is an award-winning digital-first platform that empowers independent mutual funds distributors to grow their Assets Under Management (AUM) using state-of-the-art technology. The penetration of financial products like mutual funds, corporate FDs, and insurance in India is still very low, leaving an untapped market of 19.5 crore households. MFDs will play a crucial role in increasing the penetration of financial products, particularly in tier 2 & 3 cities and beyond, as India is not a "DIY" (Do It Yourself) market.

We provide cutting-edge technology-enabled solutions to Independent Financial Advisors (IFAs) to help them service clients and scale their businesses easily. As per the AMFI-BCG report (August 2019), the Mutual Fund industry is projected to grow to USD 1.5 trillion (Rs 100 trillion) in the next 7-8 years, with significant growth expected from investments beyond the top 30 cities. Nivesh is well-positioned to capitalize on this opportunity through its unique blend of smart technology and human touch.

Our Story

Our Amazing Team

Meet the talented individuals driving innovation and excellence at Nivesh

Anurag Garg

Anurag Garg

Founder & Chief Executive Officer

Sridhar Srinivasan

Sridhar Srinivasan

Co-Founder & CTO

Dr Hira Jaiswal

Dr Hira Jaiswal

Principal Officer & General Manager- Insurance

Rajesh Kumar Ram

Rajesh Kumar Ram

VP - Engineering - Technology

Anant Sharma

Anant Sharma

Business Head - Product & Research

Sarika Bhadauria

Sarika Bhadauria

Manager - HR & Admin

Kamal Kumar

Kamal Kumar

Company Secretary, Accounts and Legal

Puneet Agarwal

Puneet Agarwal

Manager - Partner Relations

Ankit Nihania

Ankit Nihania

Senior Area Manager - Partner Relations

Devendra Singh

Devendra Singh

Senior Area Manager - Partner Relations

Pooja Ratudi

Pooja Ratudi

Manager - Partner Support

Sneha Ghag

Sneha Ghag

Lead Engineer - Technology

Shivani Shrivastav

Shivani Shrivastav

Manager - Team Lead, Customer Success Manager

Akhilesh Chandak

Akhilesh Chandak

Principal Software Engineer - Technology

Shivani Baghel

Shivani Baghel

Manager - Client Wealth

Nishant Pandey

Nishant Pandey

Senior Area Manager - Partner Relations

Pankaj Kumar Jha

Pankaj Kumar Jha

Senior Android Developer - Technology

Hemant Khadase

Hemant Khadase

Senior Software Engineer - Technology

Investors

We are supported by marquee investors, who believe in our vision.

Windrose Capital

Windrose Capital

Let's Venture

Let's Venture

Indian Angel Network Fund

Indian Angel Network Fund

And other Prominent angel investors who are successful entrepreneurs, venture capitalists and fund managers

Our Partners

Trusted partners who help us deliver exceptional financial solutions

PNB Housing Finance Ltd.

PNB Housing Finance Ltd.

Know More About PNB Housing Finance Ltd.

HDFC Limited

HDFC Limited

Know More About HDFC Limited

ICICI Home Finance Company Ltd

ICICI Home Finance Company Ltd

Know More About ICICI Home Finance Company Ltd

Shriram Transport Finance Limited

Shriram Transport Finance Limited

Know More About Shriram Transport Finance Limited

Bajaj Finance Limited

Bajaj Finance Limited

Know More About Bajaj Finance Limited

Mahindra Finance Limited

Mahindra Finance Limited

Know More About Mahindra Finance Limited

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9,186
Partners in 776 cities across India
58,886
Customers spread over 3,000 pincodes
49,15,512
Transactions Executed
Rs. 6,529
Crore- Transaction Value

Testimonials

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