18+ Years of Experience

Clarity in Wealth.
Confidence
in Every Decision.

Transforming income into structured, goal-driven wealth with disciplined financial planning and long-term vision — built for individuals who want clarity, not confusion.

18+Years of
Experience
20172019202120232025HighLow
N
Nitesh Tara
Nivedshri Wealth
Founder & CEO
IRDA & AMFI Registered Mutual Fund Distributor
ARN-124910
SIF | PMS | AIF
500+Families &
Individuals Guided
Health InsuranceTerm InsuranceFixed DepositsNCDsSmall CasesLoansLASReal EstateMutual FundSIPSWPSIFPMSAIFCorporate Fixed DepositNPSStock SIPBondsRetirement PlanningTravel InsuranceIPOVehicle InsuranceHealth InsuranceTerm InsuranceFixed DepositsNCDsSmall CasesLoansLASReal EstateMutual FundSIPSWPSIFPMSAIFCorporate Fixed DepositNPSStock SIPBondsRetirement PlanningTravel InsuranceIPOVehicle Insurance
Our Philosophy

Wealth is a
journey,
not an event.

At Nivedshri Wealth, we believe the most powerful force in investing is time, consistency, and the power of compounding. Through disciplined investing and dynamic strategies across different market cycles, we aim to create long-term alpha and sustainable wealth creation for our clients.

"The most powerful force in the universe is the power of compounding."

We plan with purpose, invest with discipline, and stay committed to long-term wealth creation.

01
Clarity Over Complexity

We simplify finance so you can make confident decisions. No jargon. No confusion. Just clear, purposeful guidance.

02
Discipline as a Strategy

The best investment strategy is one you can stick with. We build plans designed for the long run, not the next quarter.

03
Compounding as a Belief

Compounding rewards patience. Every year of disciplined investing multiplies its impact. We help you harness this quietly powerful force.

04
Trust Built Over Time

18+ years. Hundreds of families. One consistent philosophy. Our track record speaks through the relationships we've built.

What We Offer

Services crafted
for clarity

Every service we offer is connected to one goal — helping you build wealth with purpose, structure, and long-term intent.

01

Mutual Fund & SIP, STP, SWP Management

Personalised mutual fund solutions designed around your financial goals, risk profile, and cash-flow needs — powered by disciplined SIPs, strategic STPs, and structured SWPs for smarter wealth creation and income planning.

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02

Retirement Planning

Start early, invest wisely, and retire with confidence. We create disciplined long-term strategies focused on financial freedom, passive income, and preserving your lifestyle for decades to come.

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03

Corporate Fixed Deposits & NCDs

Fixed-income opportunities designed to provide capital stability, predictable returns, regular income, and smarter portfolio diversification — helping investors balance growth with financial security and consistency.

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04

NPS, Bonds & Small Case

A thoughtfully curated mix of retirement planning, fixed-income stability, and modern equity strategies — helping you build disciplined, diversified, and future-ready wealth.

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05

Stock Broking, Stock SIP, Small Case & IPOs

Smart equity solutions designed to help you participate in long-term wealth creation through disciplined stock investing, strategic SIPs, and access to promising IPO opportunities.

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06

SIF, PMS & AIF

Curated investment strategies focused on generating long-term alpha through professionally managed portfolios, specialised investment opportunities, and alternative asset solutions.

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07

All Types of Insurance

Comprehensive insurance solutions designed to protect your health, family, lifestyle, and assets — providing financial security and peace of mind through every stage of life.

HealthTerm LifeTravelVehicle Insurance
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08

All Types of Loans

Smart financing solutions designed to help you meet personal, business, and lifestyle goals with the right loan structure, competitive interest rates, faster approvals, and seamless guidance — ensuring liquidity without disturbing your long-term wealth creation journey.

LASHome LoanPersonal LoanBusiness Loan
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09

Real Estate — Category A Developers

Premium real estate investment opportunities across India's most trusted developers — offering curated residential and commercial projects for long-term value creation and wealth diversification.

HiranandaniL&T RealtyOberoiGodrejLodhaAdaniRaymondKalpataruSobha
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The Numbers

Measured in
trust and time

18+
Years in Practice

Navigating multiple market cycles with calm and discipline

9
Integrated Services

Comprehensive wealth management solutions under one unified approach

500+
Families Served

Across India — each relationship built on honesty and long-term care

100%
Client Retention Rate

The most meaningful number — trust renewed year after year

How We Work

A process built on
clarity, not complexity

From first conversation to your ongoing journey — every step is deliberate, structured, and focused on your goals.

01
Discovery Call

A calm, focused conversation. We listen to understand your life, your goals, and your financial situation — without any sales pitch.

02
Risk Profiling

We assess your risk tolerance with depth and care — a real conversation about what market volatility means for your life.

03
Custom Plan

A personalized investment plan — asset allocation, fund selection, SIP amounts — built specifically for you. No templates.

04
Ongoing Partnership

Annual reviews, goal check-ins, and proactive communication during volatile markets. A long-term partner, not just an advisor.

Testimonials

What our clients say

"

"Nitesh is one of most approachable person, always ready to answer any queries related to financial planning in a simple way. A humble person with great knowledge of financial planning. I stay worry-free with his support in the investment part. I highly recommend him as a Financial advisor – a guide to create wealth."

Mr Vaibhav Devlekar
Mr Vaibhav Devlekar
Head - Training & Quality, Reliable Spaces Private Limited
"

"Nitesh is an exceptional investor and financial advisor who has consistently demonstrated a deep understanding of financial markets. His expertise and guidance have been invaluable to me, helping me make informed investment decisions and achieve my financial goals. Nitesh's professionalism, integrity, and commitment to his clients are truly commendable."

Mrs Priyanka Shetty
Mrs Priyanka Shetty
Head of Accounting, Nynas Naphthenics pvt ltd.
"

"Nitesh has been an incredible guide in my investment journey. He's honest, transparent, and always puts long-term growth first. He never pushes unnecessary options and only recommends what truly benefits you. Thanks to his clear vision and consistent advice, I feel confident and well-prepared for the future."

Mr Rigved Phadke
Mr Rigved Phadke
Actor, director, producer of Vedh Production
"

"Nitesh is a game-changer for financial planning. For the last 7 years, he has been managing my funds. I can attest to his expertise, patience, and personalized approach. He multiplies wealth with smart investments and strategies. I highly recommend Nitesh to anyone seeking a trusted financial advisor."

Mrs Shraddha Kadam
Mrs Shraddha Kadam
Soul Coach & Grief Support Guide - Healer
"

"I'm extremely satisfied with services provided by Nitesh. His ability to stay on top of market movements is impressive. He takes time to listen and tells me stuff tailored to my specific situation, rather than pushing products that might benefit him more. I've developed full trust over time and I'd highly recommend Nitesh."

Mr Subir Rao
Mr Subir Rao
Associate Professor & Deputy Chair — S.P.Jain Institute of Management and Research
"

"Nitesh has been more of a partner than just an advisor or service provider. He has helped us navigate both tough and great times prudently. His innate understanding of financial markets is evident from the returns on Investment."

Eswaran KPS
Eswaran KPS
Proprietor, Astrom Business Associates
"

"Dear Nitesh, Thank you for your prompt response and swift action in getting my account opened. I truly appreciate your thoughtful suggestions in selecting the right funds for investment, as well as the consistent support you provided until the SIP was successfully initiated."

Mr Ashish More
Mr Ashish More
Inspector Fire, Maharashtra Fire Service
"

"I've had the privilege of working with Nitesh for the past year and I can confidently say that his expertise has been instrumental in helping me maximize my capital gains. His deep understanding of market dynamics and disciplined investment strategy consistently delivered results that exceeded my expectations."

Mr Shamiran Banerjee
Mr Shamiran Banerjee
Associate CEO, Morningstar, Inc
"

"Nitesh is very patient. As a person who was not knowing anything about finance, he explained everything in detail in simple language. He has taken all care of my investment and made my retirement tenure peaceful."

Dr Manisha Phadke
Dr Manisha Phadke
DGM - Quality Assurance, Ajanta Pharma Ltd
"

"If you wish to have a personal trustworthy friend who will also manage your money expertly for you, look no further than Nitesh. He was referred by a mutual friend and it's been two years of transparent, dedicated, stress-free relationship since."

Mrs Lekha Bharathan
Mrs Lekha Bharathan
Vice President & National Manager - Audit, Reliance General Insurance
"

"Nitesh is a professional portfolio adviser. He is hard working and updated in his field. He has insight in his subject and the capability to keep investors satisfied not only by offering prompt services but by achieving optimum returns on their portfolios."

Mr SD Khandekar
Mr SD Khandekar
Retired Sr. Accounts Officer, Mumbai Port Authority
"

"I know Nitesh for a long time and I know his passion about financial planning. His guidance has proved very beneficial to me looking at the returns I am getting today. He keeps me updated about the capital market and advises me accordingly."

Mrs Sadhana Khandekar
Mrs Sadhana Khandekar
Retired Manager, Air India Limited
"

"I have been investing in mutual funds for almost 10 years. Nitesh was the one who guided me through this entire process in depth. With his accurate knowledge, commitment and determination he has proven to be the best Financial Advisor. One can be totally worry free about their financial future with Nitesh as their planner."

Mrs Gauri Paralikar
Mrs Gauri Paralikar
Investor
"

"I have been investing in Mutual Funds through Nitesh for the past 15 years. His exceptional advice and services have helped me and my relatives achieve significant growth. Nitesh embodies the qualities of a truly professional Financial Adviser — passion, knowledge, and commitment to his clients."

Prasad Shetty
Prasad Shetty
AVP - IndusInd Bank
"

"Nitesh has been extremely helpful and supportive. He explains everything clearly and is always available when I need assistance. I truly appreciate his prompt and detailed guidance."

Miss Pallavi Alva
Miss Pallavi Alva
Sr. Quality and Process Improvement Analyst - Morningstar India
"

"Nitesh has been instrumental in helping me organize and grow my finances. His deep understanding of financial planning, combined with his patient and practical approach, made me feel confident about my future. He doesn't just advise — he truly listens and tailors strategies to suit individual needs."

Mrs Utkarsha Nijap
Mrs Utkarsha Nijap
Senior Operations Analyst - Morningstar
"

"Nitesh has always placed his clients interest first. He always explains about risks, fees and other information critical to their decision making. You have helped me in many ways and I am glad that you are someone reputable and well-established. Thank you!"

Mrs Sujitha Nair
Mrs Sujitha Nair
Trust and Safety Advisor - Accenture Ltd
"

"नमस्कार, मी ३ वर्षांपूर्वी दीर्घकालीन गुंतवणूक वाढ आणि नियमित उत्पन्न योजना या उद्देशाने गुंतवणूक केली होती. त्याचा मला खूप चांगला फायदा झाला आहे. नितेश प्रत्येक क्लायंटला आपलंच मानतो आणि गुंतवणुकीसंबंधी प्रामाणिक, विचारपूर्वक आणि मार्गदर्शक भूमिका घेतो."

शुभांगी जोशी
शुभांगी जोशी
संगीत शिक्षिका – Naad Sangeet Vidyalaya
"

"Nitesh is passionate for his work and a very good advisor. Special thanks to him for assisting me build a customized MF portfolio based on my requirements and his market expertise. Together as a team our objective is to achieve capital appreciation, income generation and risk diversification."

Ankit Kamat
Ankit Kamat
AVP - Citicorp Services India Pvt Ltd
"

"Mr. Nitesh has a sound knowledge of mutual funds. Since I was unaware of what to do with my savings, he has guided me with proper investment plans and has made me a secured investor. He studies the market thoroughly and guides his clients accordingly. His advices are really a matter of trust."

Mr Shirish Gurjar
Mr Shirish Gurjar
Professional
1 / 10
Latest Insights

Thinking out
loud

Market Perspective

Why market corrections are not your enemy — they're your opportunity

Every significant market correction in history has been followed by recovery. The investors who stayed invested — and often added — during dips came out far ahead.

March 2025·8 min read
SIP Strategy

The 1 rupee that became ₹1 lakh: a compounding story

A simple illustration of why time in the market is the most powerful investing tool available.

Feb 2025·5 min
Tax Planning

ELSS vs PPF: which tax-saving instrument suits your goals?

Breaking down the key differences so you can make an informed, confident decision before the March deadline.

Jan 2025·6 min
IRDA & AMFI Registered MFDARN : 124910
18+ YearsOf Practice
500+ FamiliesAcross India
Digital-FirstPan India Services
100% RetentionClient Loyalty Rate
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