INDIVIDUAL'S PROFILE

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Individual's Profile

Mr Saroj Kumar, the founder of Nivesh Mitra, is a person with experience of more than 15 years in the field of stock market & mutual fund investments. He is an MBA by qualification along with multiple certifications like Associate Financial Planner (AFP), Rebalance Volatility Certified Coach (RVVC), Certified Financial Goal Planner (CFGP) etc from prestigious institutions like International College of Financial Planning (New Delhi), PGP Academy, National Stock Exchange (Mumbai) and others.

Message from Founder -

When I started this company, I had one and only vision – To help people live the life of their dreams. Don’t just live to spend life, rather live to enjoy it.

My financial journey unveiled some gruesome truths – one of them being – There are so many people who are hopeless, helpless and vulnerable due to paucity of money. Even those who are having good disposable income, but no proper plan to grow their money beating inflation with a handsome margin.

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This realisation left a resounding urge in me to help and guide people attain financial freedom.

Since its incorporation, we have helped many families, retired individuals, NRIs, senior defence Officers and personnel, Chartered Accountants, bank officials, business owners, entrepreneurs and many more people to attain their financial freedom.

Our Mission

Our Mission is to Educate, Empower & Inspire people to live their financial dreams.

Our Vision

To create at least 10000 Crorepatis in India, by providing them proper financial solutions, so that they take control of their financial future.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

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