Nivesh offers a digital-first investment platform. It is a full-stack platform aimed at enabling advisors to sell right and sell more. The platform automates the workflow of an advisor in the areas of product suggestion, transaction, portfolio reports, brokerage reconciliation, and content marketing, giving them more time to grow their business. It was founded in 2016 and is based in Noida, India.
Nivesh's Products & Differentiators
The product helps financial distributors / advisors to access multiple investment products from multiple manufacturers, suggest the right asset allocation to customers, execute transactions and track the portfolios
Expert Collections containing Nivesh
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Nivesh is included in 3 Expert Collections, including Wealth Tech.
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
This collection contains companies that provide alternative means for obtaining a loan for personal or business use and companies that provide software to lenders for the application, underwriting, funding or loan collection process.
Excludes US-based companies
Latest Nivesh News
Mar 27, 2023
Text Size: A+ New Delhi [India], March 27 (ANI/SRV): Lakshmishree Investment, a leading stock broker having over 75,000 clients, is proud to announce Nivesh Mahakumbh – Biggest Investor’s Meet 2023 for Mutual Fund in Varanasi. This highly anticipated event will feature the stalwarts of Mutual Fund Investments – Prakash Gaba (Certified Financial Technician), Sandeep Tandon (Founder of Quant Group) and Sandeep Wagle (Founder & CEO of Sandeep Wagle Advisory Service). The Biggest Investor’s Meet 2023 in Varanasi is an exclusive opportunity for stock and mutual fund investors to gain valuable insights from the top minds in the financial industry. Attendees can expect to learn about the latest trends and strategies in trading, investment, and wealth management. The event will take place on 8th April 2023 from 4:30 PM onwards, at Rudraksha Convention Centre, Sigra, Varanasi. Prakash Gaba is a renowned Certified Financial Technician, Technical Trader & Mentor with over 20 years of experience in the financial industry frequently contributes to major financial news outlets such as CNBC, Bloomberg, and Economic Times. Sandeep Tandon founded Quant Group, has over 25 years of experience in the financial industry and has worked with top-tier institutions such as Goldman Sachs, JPMorgan, and Morgan Stanley. He is a highly sought-after speaker and has been featured in various financial conferences and events. Sandeep Wagle, founder and CEO of Sandeep Wagle Advisory Service has over 20 years of experience in the financial industry and is a well-known expert in technical analysis and trading. Wagle regularly contributes to major financial news outlets such as CNBC, Zee Business, and Economic Times. “We are thrilled to host the Biggest Investor’s Meet 2023 named as “Nivesh Mahakumbh” in Varanasi. Our goal is to provide the investors of Varanasi with key insights on investments and the opportunity to learn from the best in the industry that will help them make informed investment decisions. With the presence of Gaba, Tandon, and Wagle, we are confident that this event will be a huge success.” said Salil Shah, Director of Lakshmishree Investment & Securities Pvt Ltd. Lakshmishree Investment is committed to providing its clients with the best resources and knowledge to help them achieve their financial goals. Nivesh Mahakumbh in Varanasi is a testament to this commitment and promises an unforgettable experience for an expected gathering of over 1500 attendees. Each speaker will have over 40 minutes of session followed by a Q&A. With a lineup of top-notch speakers and valuable insights, this event is not to be missed. Stay tuned for more updates and announcements regarding this exciting event. Lakshmishree will also have help desks at the event to facilitate opening of instant demat accounts through E-kyc, Mutual fund investments & buying health or auto insurance. For Passes; Call: 92353 95895 This story has been provided by SRV. ANI will not be responsible in any way for the content of this article. (ANI/SRV) This story is auto-generated from a syndicated feed. ThePrint holds no responsibility for its content. Subscribe to our channels on YouTube & Telegram Support Our Journalism India needs fair, non-hyphenated and questioning journalism, packed with on-ground reporting. ThePrint – with exceptional reporters, columnists and editors – is doing just that. Sustaining this needs support from wonderful readers like you. Whether you live in India or overseas, you can take a paid subscription by clicking here .
Nivesh Frequently Asked Questions (FAQ)
When was Nivesh founded?
Nivesh was founded in 2016.
Where is Nivesh's headquarters?
Nivesh's headquarters is located at Noida.
What is Nivesh's latest funding round?
Nivesh's latest funding round is Seed VC - III.
How much did Nivesh raise?
Nivesh raised a total of $2.64M.
Who are the investors of Nivesh?
Investors of Nivesh include Raghav Kapur, IAN Fund, Indian Angel Network, LV Angel Fund, Vir Mehta and 13 more.
Who are Nivesh's competitors?
Competitors of Nivesh include Prudent Corporate Advisory Services and 1 more.
What products does Nivesh offer?
Nivesh's products include Nivesh.com.
Compare Nivesh to Competitors
NJ India Invest is an India-based firm offering financial services, information technology, and more.
Prudent Corporate Advisory Services is a diversified financial services group operating in the financial sector. The company offers a wide range of financial products and services, including mutual funds, insurance, stock broking, fixed income products, property, and loans. It primarily serves the financial services industry. It was founded in 2000 and is based in Gujarat, India.