Wealthy Nivesh

Wealthy Nivesh Institutional Expertise. Boutique Investment Solutions. Led by IIT & ISB Alumni.

AMFI Registered MF & SIF Distributor: ARN-260681 | APMI Registered PMS Distributor: APRN-01058 | SEBI Portfolio Manager: INP000009649 | Market risks apply.

On the auspicious occasion of Guru Purnima, we honour the teachers and mentors whose wisdom, patience and selfless guida...
29/07/2026

On the auspicious occasion of Guru Purnima, we honour the teachers and mentors whose wisdom, patience and selfless guidance shape our lives.

May their teachings continue to guide us towards greater clarity, purpose and growth.

Wishing everyone a very Happy Guru Purnima from Wealthy Nivesh.

18/07/2026

Are you investing because an asset fits your financial plan—or because everyone else is investing in it?

As gold and silver attract increasing investor interest, Harish Krishnan, CIO at Aditya Birla Sun Life Mutual Fund, highlights an important risk: herd mentality and FOMO.

A patient investor focuses on goals, risk profile and asset allocation instead of chasing what is currently popular.

Watch the clip and share your thoughts: Have you ever made an investment decision because of FOMO?

Disclaimer: This video is for educational purposes only and is not investment advice. Mutual fund investments are subject to market risks.

03/07/2026

Market corrections are often viewed with fear, but for disciplined long-term investors, they can also become periods of opportunity.

In this clip, Anand Sharma shares why bear markets give investors more time to research, evaluate quality opportunities and invest with patience, while bull markets often lead to rushed decisions and high expectations.

Instead of reacting emotionally to market volatility, investors should focus on asset allocation, risk profile and long-term goals.

Connect with Wealthy Nivesh to understand whether your portfolio is aligned with the current market environment.

Disclaimer: This content is for educational purposes only. Mutual Fund & PMS investments are subject to market risks.

Wishing a very Happy Doctors’ Day to all the incredible doctors who dedicate their lives to healing, caring and serving ...
01/07/2026

Wishing a very Happy Doctors’ Day to all the incredible doctors who dedicate their lives to healing, caring and serving society.

Your compassion, commitment and service make a meaningful difference in countless lives.

Warm wishes from Team Wealthy Nivesh.

Wishing a very Happy Chartered Accountant Day to all the CAs who help bring structure, clarity and confidence to the wor...
01/07/2026

Wishing a very Happy Chartered Accountant Day to all the CAs who help bring structure, clarity and confidence to the world of finance.

Your expertise plays an important role in guiding individuals and businesses toward better financial decisions.

Warm wishes from Team Wealthy Nivesh.

From a teacher's son to the CEO of one of India's leading engineering and construction companies.Success stories often l...
08/06/2026

From a teacher's son to the CEO of one of India's leading engineering and construction companies.

Success stories often look straightforward from the outside. But behind every achievement lies years of perseverance, discipline, difficult decisions, and unwavering values.

In the latest episode of My Money Panda, Ankit Garg sits down with Akhil Kumar Gupta, CEO of Shapoorji Pallonji Engineering & Construction, for a candid conversation on life, leadership, family, fitness, and the principles that shaped his remarkable journey.

Some powerful takeaways from the discussion:

1) The values learned from parents and teachers

2) Why perseverance matters more than talent

3) Leadership lessons from decades of experience

4) Starting a fitness journey later in life and completing marathons

5) The importance of long-term thinking in both life and investing

One quote from the conversation that stayed with us:

"Happiness is not the absence of problems. Happiness is our ability to handle them."

This is more than a conversation about career success it's about building a meaningful life with purpose, resilience, and discipline.

🎥 Watch the full episode here:
https://youtu.be/w_kNOzJxTuI?si=7LgD5zXieNntgOdN

MyMoneyPanda

What does it take to build a fulfilling life and career?In this e...

04/06/2026

Your behavior during a crisis defines your true investor personality—not what you say on paper!

When the markets crashed during COVID, what was your immediate move?

Bought the dip? You’re a natural Risk Taker.

Panic sold your holdings? You’re a Conservative Investor.

Did absolutely nothing? You’re an Average Risk Taker.

Be honest with yourself because your portfolio depends on it. Don't lie to yourself about your risk appetite!

What did you actually do back then? Drop your real investor type in the comments below!

03/06/2026

For many NRIs investing in India, a massive chunk of their hard-earned mutual fund returns is quietly lost to steep TDS and double taxation simply because they are unaware of available legal safeguards.

In this conversation with CA Shubham Patel, Managing Partner at CSPS & Associates, we discuss: • The hidden tax leakages non-residents face on Indian capital gains • How to leverage DTAA, Tax Residency Certificates (TRC), and Form 10F to slash TDS • Critical structural differences in Mutual Fund vs. PMS taxation for NRIs

Sharing a short preview from the podcast.
Full episode out now!
https://youtu.be/YwYCGHJPHtA?si=F0gm-Lxb2bi76dYb

🌙✨ Eid Al-Adha Mubarak from Wealthy Nivesh ✨🌙On this blessed occasion of Eid Al-Adha, may your life be filled with peace...
26/05/2026

🌙✨ Eid Al-Adha Mubarak from Wealthy Nivesh ✨🌙

On this blessed occasion of Eid Al-Adha, may your life be filled with peace, prosperity, happiness, and countless blessings. 🤍
May this festival inspire faith, gratitude, and new beginnings for you and your loved ones.

Wishing everyone joy, success, and togetherness this Eid. 🌙🐐

☕ “One sip for today. One SIP for tomorrow.”Great wealth is not built overnight. It grows through small, consistent habi...
21/05/2026

☕ “One sip for today. One SIP for tomorrow.”

Great wealth is not built overnight. It grows through small, consistent habits followed with patience and discipline.

Just like a comforting cup of chai becomes a daily ritual, investing through SIPs can become your quiet step toward long term financial freedom 📈

At Wealthy Nivesh, we believe disciplined investing is the foundation of lasting wealth.

✨ Have you started your SIP journey yet?

Let’s build your future, one SIP at a time.

Address

Office No. 1001/1002, Accord Classic, Sonawala Road, Goregaon East, Mumbai
Punjab
400063

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm
Saturday 10am - 6pm

Telephone

+919920112179

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