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the way the pieces fit together.
Tell us a little about where you are and what is ahead. We will be in touch for a private, no-obligation conversation.
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- +91 99308 98942
- smita.consult@gmail.com
- Serving Clients Globally
Smita Sachdev
AMFI Registered Mutual Fund Distributor (ARN: 23357)
Nivanta Wealth is a distributor of mutual funds and insurance products. We are not a SEBI-registered investment adviser (RIA). All guidance is based on your stated financial goals and risk profile. Mutual Fund investments are subject to market risks. Please read the Scheme Information Document (SID) carefully before investing. Past performance is not indicative of future results.
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- Questions
Plainly answered
If something here isn’t covered, a conversation is the fastest way to find out whether we are the right fit.
Individuals and families building long-horizon wealth, non-resident clients with cross-border considerations, and corporates or institutions with treasury, gratuity and surplus mandates.
As an AMFI-registered mutual fund distributor, we are compensated by the asset management companies through standard trail arrangements. Referral partners for tax and legal work are engaged directly by you.
There is no formal minimum for a first systematic plan. Discretionary mandates such as PMS and AIF carry regulator-defined thresholds, which we walk through in the discovery meeting.
Formal reviews are scheduled semi-annually, with interim reviews at any material life event or market dislocation. Your named relationship team is reachable in between.
Yes. We routinely work alongside a family’s existing advisers, and can introduce vetted specialists where a gap exists.
Begin
Your Financial Journey.
Our Life's Work.
Whether you are an individual building long-term wealth, a business family thinking generationally, or a corporate seeking structured capital deployment we are here for the long journey.