Personalized Guidance to Secure Your Financial Future
At Nivesh & Suraksha Advisory, we are committed to empowering clients through transparent and disciplined investing. Our mission is to create tailored wealth solutions that align with individual goals, fostering financial stability and long-term security.
Personalized Wealth Planning Across Every Stage of Life
Discover key insights through our focused metrics showcasing growth, trust, and client satisfaction.
150
Clients Advised
Serving over 150 clients with tailored investment and insurance strategies.
85
Mutual Fund Portfolios
Managing 85 diversified mutual fund portfolios aligned with client goals.
95
Insurance Policies
Facilitating 95 insurance policies to safeguard financial futures effectively.
98
Client Satisfaction
Achieving a 98% satisfaction rate through transparency and disciplined advice.
Trusted Guidance for Long-Term Financial Growth
Meet the dedicated experts committed to your financial success.
Anjali Sharma
Senior Financial Advisor
Anjali combines extensive industry experience with personalized client strategies.
Rohan Mehta
Investment Strategist
Rohan is recognized for developing innovative investment plans tailored to client needs.
Priya Kapoor
Risk Management Specialist
Priya offers expert insights into risk assessment and portfolio protection.
Vikram Singh
Client Relations Manager
Vikram leads our client services team with a focus on building lasting relationships.