About Us

📘 About Niveshnama

Niveshnama is an AMFI & IRDA certified financial services platform that empowers individuals and families across India to plan, invest, and grow confidently. We simplify complex financial decisions through expert guidance, powerful tools, and personalized support — in both Hindi & English.

🎯 Our Mission

Our mission is to democratize financial literacy and empower every Indian household with the right tools and trusted advice to build a secure and prosperous future.

💼 Certified & Trusted Services

We are authorized distributors under:

• ✅ AMFI (Mutual Funds)
• ✅ IRDA (Insurance)

We offer a wide range of financial products and solutions including:

• Mutual Funds (SIP, Lumpsum, ELSS)
• Life Insurance & Health Insurance
• General Insurance (Vehicle, Property)
• PMS (Portfolio Management Services)
• IPO & Pre-IPO Investments
• LAS (Loan Against Securities)
• Tax Saving Solutions
• Goal-Based Financial Planning

💡 What We Offer

• 📊 Powerful investment tools: SIP, HLV, Portfolio Planner
• 💰 Tax Planning calculators: Income Tax, HRA, 80C Guide
• 🛡️ Insurance Estimators: Term Cover, Human Life Value
• 📘 Financial Blog: Articles in Hindi & English
• 📥 Free eBook & Personal Consultation

❓ Frequently Asked Questions

What is Niveshnama?

A certified platform offering financial tools, guidance, and distribution services like Mutual Funds, Insurance, PMS, IPOs, and more.

Are your services free?

Most tools and blog content are completely free. Consultation and distribution services may carry standard charges.

Can I talk to someone directly?

Yes. You can message us via WhatsApp or use the Contact Us page to connect with our team directly.

Do you offer personal financial consultations?

Yes, we provide personalized financial consultations based on your income, risk profile, and investment goals.

How do I get started with investment?

You can start by using our SIP or HLV calculator to assess your goals. Then, reach out via WhatsApp for hand-holding and expert support.

Are your calculators SEBI-compliant?

Yes, our tools follow standard industry norms and are designed for educational and planning purposes only.

A Note from the Founder

"With a mission to simplify financial decisions for every Indian, I started Niveshnama as a platform of trust, clarity, and expert guidance. I personally thank you for visiting and hope we can grow together on your financial journey."

— Mr. Nitin Dwivedi
Founder, Niveshnama

📍 Based in India | ✉️ niveshnama@gmail.com | 📞 +