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About Us

Know about our team and missions

At Mera Nivesh, we adopt a structured and disciplined approach and provide you secure and safe mutual fund investment platform.

At Mera Nivesh , we offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposit etc. a complete range of services that complement our distribution services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to provide you quick transaction services suitable to your profile and risk appetite .

Work with us to develop a savings cum investment habit and a protection plan that provides you with the best chance to reach your investment targets according to your specific needs and comfort levels. Our incidental advice helps you to choose the best and more suitable scheme for you under the SEBI defined riskometer.

Explore the comprehensive array of our investment services, programs, and products.

Mera Nivesh is a comprehensive wealth management firm, where we adopt structured and disciplined wealth management approach and provide you solutions to help meet your financial milestones and secure your financial health. We have specific abilities of Health Management System and Auxiliaries

At Mera Nivesh, we offer you a complete range of solutions that complement our services. We have strategic alliances which enables us to provide the best of proprietary and non proprietary (third party) products. Our approach is centered on the twin principles of high growth and pro-active risk management to adjust to changing ground realities. We are driven by innovation yet grounded by experience.

We shall work with you to develop wealth creation and protection plans to help you attain your financial goals according to your specific needs and comfort levels. Our expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

Mera Nivesh aspires to be the Wealth Management company of choice for affluent Indians. We will passionately partner our clients to climb the Wealth Pyramid. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in t he best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

Explore the comprehensive array of advisory services, programs, and products we offer designed to support optimal wealth creation and protection. To plan for the distribution of assets, it is important to develop and adhere to a thorough, well-thought-out plan. What will be given, to whom, and when should be planned well ahead of time to ensure the protection of the estate and, therefore, of successive generations. It is critical to have the support and dedication of your highly-skilled team at Mera Nivesh to plan to use the most appropriate protection and transference vehicles to ensure that your estate is prepared for distribution with optimal protection and efficiency.

By offering risk profile based advice focused on goal achievement and wealth creation. Through professional Wealth Advisors who are certified in Wealth Management. Backed by insightful research based on experience and expertise and Leverage of our proprietary Mera Nivesh The company's core focus is to create a large distribution network and employment opportunities across the country. Our training module helps individual to develop them personally and professionally.

We offer following specific solutions to our clients:

Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely.

  • APPS i.e. Auto Premium Payment Service. APPS  is a Special product combination for LIC Policy Holders to ease keep policy in force with reducing premium cost.

  • Our Application helps Financial Planning From Risk Rating To Goal Setting.

  • All kind of Mutual Fund related services.

  • Fixed & Recurring Deposit. (Post Office and HDFC Deposit Details)

  • Life Insurance of LIC Of India. (LIC Product Details.

  • General Insurance (TATA AIG General Insurance and Oriental Insurance).

  • Health Insurance. (LIC Of India, Tata AIG General Insurance, Care Health Insurance Co. and Star Health and Allied Insurance Co.)

  • Tailor Made Health Management System and Auxiliaries.

Meet The Team

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Prasanna Kumar
CEO - Founder

Phone : 9227181991

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Kalpana Kanaldekar
Managing Partner and Co-Founder

Agent of Mahila Pradan Kshetriya Bachat Yojana Of Government Of India: 25+ Years.

OUR VISION

At Mera Nivesh, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client not only true peace of mind but we wish our client should SLEEP IN PEACE. We define peace of mind as a deeply rooted confidence that comes from feeling in control and knowing your financial plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and peace of mind – that we believe our clients have the highest potential to realize their goals.

Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success.

OUR MISSION STATEMENT

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with the highest quality information, services, and products to help you reach your goals.

Our Mission
To make a positive difference in the lives of our clients, primarily through a professional, one-on-one relationship with our financial team.

Our Goal
To create a financial strategy that will help our clients to "preserve what they already have, prepare themselves for financial uncertainty, and pass their wealth to their heirs in the most efficient manner possible."

We Provide
Unique options to unique clients, through professionally developed, well managed financial strategies.

Our Core Values:

  • Live life on PURPOSE.

  • PEOPLE are more important than things.

  • Act with INTEGRITY.

  • Maintain a SERVANT’S HEART.

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