Premium Wealth Management

Wealth Creation
With Precision

We are the strategic partner for business owners and aspiring HNIs. Experience a superior, bespoke tier of financial advice designed to grow and protect your legacy.

₹500Cr+

Assets Under Management

1,200+

Happy Families

15+

Years of Experience

Strategic Partnership With

IIFLSECURITIES

Leveraging the power of IIFL Capital for seamless execution in Stock Market Investments, Mutual Funds, and Insurance.

Performance Metrics

Consistent Wealth Acceleration

Our disciplined approach has consistently delivered superior risk-adjusted returns for our clients, ensuring their wealth grows faster and safer.

22%

Avg. Annual Return

Consistently outperforming benchmarks

98%

Client Retention

Building lifelong partnerships

3x

Wealth Multiplier

Average portfolio growth over 10 years

0

Hidden Charges

100% Transparent fee structure

The Privilege of Expertise

Access a comprehensive suite of financial instruments managed with the competence and efficiency you deserve.

Equity & Derivatives

Strategic market participation tailored to your risk profile. We focus on long-term wealth compounding while managing volatility through sophisticated hedging strategies.

  • Portfolio Management
  • F&O Strategies

Mutual Funds

Curated portfolios of top-performing funds. We analyze and select funds that align with your specific financial goals, ensuring optimal asset allocation.

  • SIP & Lumpsum
  • Goal Planning

Insurance & Protection

Comprehensive coverage to safeguard your assets and loved ones. We provide unbiased advice on Life, Health, and General insurance solutions.

  • Term & Health
  • Business Insurance

The Nivesampati Advantage

We go beyond simple investment advice to provide a holistic wealth management experience that covers every aspect of your financial life.

Personalized Roadmap

Strategies tailored specifically to your financial goals, risk appetite, and life stage, not a one-size-fits-all approach.

Tax Efficiency

Smart investment structuring to minimize tax liabilities and maximize your post-tax returns legally and efficiently.

Risk Management

Proactive portfolio hedging and diversification to protect your capital during market downturns and volatility.

Dedicated Partner

Direct access to a dedicated wealth manager who understands your family's history and financial aspirations.

Regular Reviews

Quarterly portfolio reviews and rebalancing to ensure your investments stay aligned with your changing life goals.

Tech-Enabled

24/7 access to your portfolio performance through our advanced digital dashboard and mobile application.

Why Nivesampati?

In a market flooded with generic advice, we stand apart by offering a relationship-first approach. We don't just manage money; we manage your financial legacy.

Client-Centric Approach

Your goals are our benchmarks. We tailor every strategy to your unique life stage and aspirations.

Data-Driven Decisions

We combine fundamental analysis with technical insights to make informed investment decisions.

Meeting

Trusted by the Best

"Nivesampati transformed my approach to wealth. Their strategic insights and disciplined execution have been invaluable for my business and personal portfolio."

R

Rajesh Gupta

Managing Director, TechSol Pvt Ltd

"The level of personalization and attention to detail is unmatched. I feel like a priority, and my returns speak for themselves."

P

Priya Sharma

Senior Surgeon

"A true partner in every sense. They understand the complexities of my financial life and provide clear, actionable solutions."

V

Vikram Malhotra

Angel Investor

Join the Elite Club

Experience the difference of having a dedicated strategic partner for your wealth.

Schedule a Consultation