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About Us
About Us
We are a firm incorporated in the year 2019 and at present have more than 200+ satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified and registered with the Association of Mutual Funds in India (AMFI).
We offer comprehensive financial advisory services to our clients and provide them with market-beating returns for their investments while keeping their time frame and financial goal in mind. Proudly, we have a client retention ratio of 95%. We use our complete knowledge of insurance, and investment opportunities in order to suggest investment options to clients, as per their long-term and short-term goals.
Our Vision
Our Vision
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Our Mission
Our Mission
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Core Purpose
Core Purpose
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Mr. Sairaj Shahapurkar
Founder
Mr. Sairaj, the esteemed Founder of S R Investment, stands as a beacon of knowledge and experience within the financial services sector. With a venerable tenure exceeding one decade, Mr. Sairaj's 11 years of dedicated service have not only shaped the firm's legacy but also enriched the industry at large.
His passion for finance and dedication to client success have been instrumental in the firm's ongoing expansion and the enduring trust it garners across continents.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
ELSS Fund
ELSS Fund
Investors look for investment opportunities that can help them generate wealth, get regular returns, and/or save taxes. While there are numerous investment schemes available in the market, most of them offer returns that are taxed
Investors look for investment opportunities that can help them generate wealth, get regular returns, and/or save taxes. While there are numerous investment schemes available in the market, most of them offer returns that are taxed
Debt Fund
Debt Fund
A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which the core holdings comprise fixed income investments.
A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which the core holdings comprise fixed income investments.
Small Cap Fund
Small Cap Fund
These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization).
These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization).
Balanced Fund
Balanced Fund
A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio.
A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio.
Large Cap Fund
Large Cap Fund
Large Cap Mutual Funds are equity funds that invest a bigger proportion of their total assets in companies with a large market capitalisation.
Large Cap Mutual Funds are equity funds that invest a bigger proportion of their total assets in companies with a large market capitalisation.
Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called as premium.
The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured. The amount of money charged by the insurer to the Policyholder for the coverage set forth in the insurance policy is called the premium.
Life insurance
Life insurance
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person.
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person.
Health Insurance
Health Insurance
Health insurance is a type of insurance coverage that covers the cost of an insured individual's medical and surgical expenses. ... Depending on the type of health insurance coverage, either the insured pays costs out of pocket and receives reimbursement, or the insurer makes payments directly
Health insurance is a type of insurance coverage that covers the cost of an insured individual's medical and surgical expenses. ... Depending on the type of health insurance coverage, either the insured pays costs out of pocket and receives reimbursement, or the insurer makes payments directly
Car Insurance
Car Insurance
Auto insurance is a contract between you and the insurance company that protects you against financial loss in the event of an accident or theft. In exchange for your paying a premium, the insurance company agrees to pay your
Auto insurance is a contract between you and the insurance company that protects you against financial loss in the event of an accident or theft. In exchange for your paying a premium, the insurance company agrees to pay your
As a client of our Nivesh.com service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
We offer easy transaction facility and few very unique services for mutual fund transactions in our Nivesh.com service, as given below:
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