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INVESTMENT SERVICES

Plan Today. Build for Tomorrow.

Explore investment options aligned with your financial goals, investment horizon and stated needs.

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Available Financial Products

Curated financial products suited for your wealth creation goals.

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Mutual Funds

Diversified investment options aligned with your financial goals.

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Bonds & Capital Gains

54EC Capital Gain Bonds & fixed income instruments.

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Fixed Deposits

Secure returns with corporate & bank fixed deposit schemes.

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National Pension Scheme

Retirement corpus building with 80CCD tax saving benefits.

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GIFT City

Access global investment opportunities through India's IFSC ecosystem.

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Loan Against Securities

Instant liquidity against shares, mutual funds & bonds without selling.

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Why Us?

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Understanding Your Goals

Understand your investment goals, horizon and requirements.

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Investment Options

Explore mutual funds and other available investment options.

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Investment Review

Review your existing investments and understand available options.

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Goal-Oriented Investing

Explore investment options based on your stated financial goals.

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Ongoing Support

Receive assistance throughout your investment journey.

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Tax-Saving Options

Explore eligible investment options with applicable tax benefits.

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About Me

Investing, made personal.

Hi, I'm NIDHI SOMANI — AMFI Registered Mutual Fund Distributor based in Jaipur. I've spent the last 25 years helping people figure out where to put their money, and honestly, no two clients have ever needed the exact same thing.

That's really the starting point for me. Before I suggest anything, I want to understand what you're saving for, how much risk actually lets you sleep at night, and when you'll need this money. The mutual fund recommendation comes after that conversation, not before it.

Over the years, I've also helped clients with things beyond mutual funds — fixed deposits with NBFCs like Bajaj Finance and Shriram Finance, and banks like Unity SFB and Utkarsh SFB, the National Pension Scheme, Capital Gain Bonds, and Corporate Bonds. If you ever need liquidity without breaking your investments, I can also help arrange a loan against your mutual fund units. And when it comes to insurance, Nivesh Insurance* takes the wheel – I’ll make the introduction.

What hasn't changed in all these years is this: I treat your money like it matters, because it does. That's the whole job, really.

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If you'd like to talk through your options, I'm happy to have that conversation.

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Explore Your Investment Options

Connect with us to discuss your requirements and explore available investment solutions.

₹
₹0₹1L
% p.a.
0%100%
Years
0 yr40 yrs
% Yearly
0%100%
1.3X GROWTH
Amount Invested 76%
Est. Returns 24%
Invested
₹14.65 L
Est. Returns
₹4.73 L
Total Maturity Value
₹19.38 L
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