About Us
Our Mission & Values
Help families invest with confidence—through simple plans, steady habits, and trustworthy guidance that meets real‑life needs.
Values list
Our innovative solutions are designed to address the unique needs of our clients and drive success.
Clarity over complexity
We explain decisions in plain language and build only what you need.
Discipline over timing
Consistency beats prediction; we rely on process, not headlines.
Client interest first
Advice and allocations aligned to your goals and comfort.
About Our Founder
Founded by Venkatesh, an AMFI-certified Mutual Fund Distributor, qualified Insurance Advisor, and Certified Financial Planner, the firm brings over 14 years of experience in guiding clients toward informed investment and insurance decisions. With a background of 17 years in banking and a strong client base of 300+ investors, Amrit Nivesh stands for unbiased research, transparency, and dependable service—delivering personalized financial solutions built on trust and long-term commitment.