Founded Year



Seed VC - III | Alive

Total Raised


Last Raised

$1.6M | 1 yr ago

Mosaic Score

+70 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.


Nivesh is a full-stack platform aimed at enabling advisors to sell right and sell more. The platform automates the entire workflow of an advisor – product suggestion, transaction, portfolio reports, brokerage reconciliation, and content marketing, giving them more time to grow their business. The current product portfolio includes Mutual Funds, Corporate FDs, P2P Lending and PMS. Headquarter Location

1004,10th Floor, Logix City Center Office Tower Sector 32

Noida, 201301,


+91 9650095592

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.'s Products & Differentiation

See's products and how their products differentiate from alternatives and competitors


    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


    Complete digital experience, use of Hindi as language, simple and easy to use interface 

Expert Collections containing

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces. is included in 3 Expert Collections, including Wealth Tech.


Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Digital Lending

1,511 items

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.



3,403 items

Latest News

Nivesh Ke Funda with Anil Singhvi: Invest gradually over 2-3 months suggests Ashish Somaiya, CEO, White Oak Capital

Mar 7, 2022

Market expert and CEO of White Oak Capital Ashish Somaiya advised investors to ignore the temptation and concentrate on their portfolio for the time being. Ashish Somaiya recommended investing gradually over a period of 2-3 months, considering the current market situation. Market expert and Chief Executive Officer (CEO) of White Oak Capital Ashish Somaiya advised investors to ignore the temptation and concentrate on their portfolio for the time being. He recommended investing gradually over a period of 2-3 months, considering the current market situation. He said so while speaking with Zee Business Managing Director and Markey Guru Anil Singhvi in a popular Tv show 'Nivesh Ke Funde' where he expressed his view on the market and predicted that commodities prices will continue to improve. Talking about the price of oil and its impact, Somaiya said that the price of oil has jumped for a while now. But whenever such a boom has been seen in oil, after that the price of oil has been seen around 60-70 dollars for a long time. In fact, if the price of crude remains high for a long time, then it affects the economic system, he said. And then all commodity prices and oil prices correct or fall. What should existing investors do? Keeping the temptation aside, the existing investor should not do anything, for now, the CEO of White Oak Capital suggested. They should stick to their portfolio. And those who are incremental investors should also not take aggressive calls for now and invest gradually over the next 2-3 months. This is because whenever there is a huge market fall due to global risk-off, like lemon crisis, or global financial crisis or COVID crisis or any other global risk; there has been a temporary effect in the Indian market. And once the situation was corrected the direction changed very rapidly, said Somaiya. If people want to invest money then where and how to invest? Considering the current market situation, the expert suggested investors to invest gradually over 2-3 months. Staggering for 1-2 months will be useful if you are investing in mutual funds and conducting systematic transfers; nevertheless, don't remain for too long. The CEO further suggested investing in diversified sectors, large-cap, midcap, small caps. He also preferred to invest in private sector banks and capital market companies because global selling has led to a sharp decline in it and fundamentals are consistently improved in the past 9-12 months. For More Details Watch Full Vido Here:  निवेश का फंडा निवेशक 2-3 महीने में धीरे-धीरे निवेश करें:आशीष सोमैय्या, CEO,व्हाइट ओक कैपिटल देखिए #NiveshKaFunda अनिल सिंघवी के साथ Web Traffic

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CBI Logo Rank

  • When was founded? was founded in 2016.

  • Where is's headquarters?'s headquarters is located at 1004,10th Floor, Logix City Center Office Tower, Noida.

  • What is's latest funding round?'s latest funding round is Seed VC - III.

  • How much did raise? raised a total of $2.64M.

  • Who are the investors of

    Investors of include LV Angel Fund, IAN Fund, Raghav Kapur, Indian Angel Network, Vir Mehta and 12 more.

  • Who are's competitors?

    Competitors of include Prudent Corporate Advisory Services and 1 more.

  • What products does offer?'s products include

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