- Plot no 40, 3rd Floor, In front of Hotel Sai Palace, Freeganj Ujjain, M.P.
- +91-8770309482
About
The Nivesh Mantra
At The Nivesh Mantra, we believe that wealth creation is not a gamble, it’s a discipline.
Our mission is to simplify the world of investing and help individuals build long-term financial stability through smart, goal-oriented planning.
Founded with the vision of bringing clarity, confidence, and consistency to personal finance, we offer a complete suite of investment and protection solutions, from mutual funds and SIPs to insurance and retirement planning, all under one trusted platform We combine data-driven insights with a human touch, ensuring that every portfolio we design aligns perfectly with our clients’ dreams, whether it’s buying a home, funding education, or achieving financial independence.
Invest. Grow. Prosper.
Your Partner in Prosperity
Helping you invest smarter and achieve lasting financial independence.
Systematic Investment Plan
Start small and invest regularly to create long-term wealth through disciplined, consistent mutual fund investments.
Systematic Withdrawal Plan
Enjoy a steady income stream by withdrawing fixed amounts periodically from your mutual fund investments.
Systematic Transfer Plan
Seamlessly transfer funds between mutual fund schemes to balance risk and optimize returns over time.
Mutual Funds
Invest in professionally managed funds that diversify your portfolio and help achieve financial goals efficiently.
Health Insurance
Safeguard your family’s health and finances by covering medical emergencies, hospital bills, and unexpected healthcare expenses.
Term Insurance
Ensure your loved ones’ financial security with affordable life cover in case of unforeseen circumstances.
Corporate FDs
Invest in reputed companies’ fixed deposits to enjoy higher interest rates, stable returns, and low-risk growth opportunities.
Portfolio Management
Get expert guidance to manage, monitor, and grow your investments strategically based on your financial objectives.
Loan Against Mutual Funds
Get instant liquidity by securely leveraging your mutual fund investments without redeeming them for financial flexibility.
Mission
Our Mission
To help every individual achieve financial freedom through awareness, personalized planning, and disciplined investing.
Vision
Our Vision
To become India’s most trusted financial advisory brand, where every investor understands their money and invests with purpose.
Promise
Our Promise
With The Nivesh Mantra, you don’t just invest, you grow, secure, and sustain your financial future with peace of mind.
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Clients Served
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Active SIPs
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Retirement Plans
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Investment Option
Start Investing
Kickstart Your SIP with Confidence
Every milestone starts with a single, guided step.
Own Dream House
Create a focused investment plan to make your home ownership dream come true.
Desired Vacation
Build a travel fund today to explore the world without worry tomorrow.
Own Dream Car
Invest smartly to turn your dream ride into reality sooner.
Kids Education
Invest early to ensure your child’s education is never limited by finances.
Happy Retirement
Secure your golden years with disciplined, long-term wealth creation.
Children's Wedding
Plan ahead to celebrate life’s biggest moments without financial stress.
Why Nivesh mantra
Why Choose Us?
Why should I trust The Nivesh Mantra with my investments?
Because we believe in transparency, education, and long-term growth. Our experts guide you at every step to ensure your investments align with your financial goals.
What makes your investment advice different?
Our approach is goal-oriented and personalized. We don’t just suggest products, we help design a financial roadmap built around your needs and lifestyle.
Can I start investing with a small amount?
Absolutely! With SIPs, you can begin your wealth-building journey with as little as ₹500 a month.
How do you ensure the safety of my investments?
All investments are made through trusted, SEBI & AMFI registered partners ensuring 100% regulatory compliance and transparency.
Start Investing
Plan Smarter with Our Investment Calculators
Visualize your financial goals and see how small steps today can grow into a secure tomorrow.
SIP Calculator
Plan your monthly investments and see how they grow over time through compounding.
Compound Interest
Visualise the power of compounding and estimate your wealth on investments.
Lumpsum Calculator
Check how a one-time investment can grow over a period with expected returns.
Goal Setting Calculator
Determine how much you need to invest to achieve specific financial goals.
Retirement Fund Calculator
Estimate the corpus you’ll need for a secure and comfortable retirement.
Education Calculator
Plan your child’s education fund and see how much to invest today for future needs.
Get In Touch
Get Expert Financial Guidance
Expert guidance to help you grow wealth and achieve your financial goals.
Testimonials
What Our Clients Say
Our success is measured by the satisfaction of our clients.
Working with Nivesh Mantra has truly transformed my approach to investing. The guidance was clear, personalised, and aligned with my goals, not just generic advice. Now I feel confident in every decision I make.
Shivani Sharma
Marketing ProfessionalI was unsure where to begin with SIPs and mutual funds. The team at The Nivesh Mantra explained everything simply, built a roadmap around my dreams, and helped me start small with confidence.
Rahul Verma
Software EngineerI always thought wealth-creation was complicated until Nivesh Mantra broke it down into disciplined steps. Their integrity and transparency gave me peace of mind and results followed.
Anita Desai
EntrepreneurFrom planning my child’s education fund to securing a retirement plan, Nivesh Mantra has been by my side at every stage. Their holistic approach means I don’t just invest, I grow with purpose.
Suresh Dixit
Business OwnerWhat stood out was the human touch behind the data-driven insights. The team listened to my dreams, aligned the plan to them, and kept me informed every step of the way, Would highly recommend!
Megha Kulkarni
HR Manager
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