overview

Wealth Management

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Private Wealth Management services of IndiaNivesh are tailored to protect and create wealth for our clients. Our wealth management clients include individuals, trusts as well as corporate treasuries. We help our clients invest, keeping in mind their risk appetite and recommend products among different asset classes.

We use a diverse set of tools and analytics to design wealth management strategies and solutions for our clients. IndiaNivesh's Private Wealth service is one of the wealth management service in India that covers a wide array of investment products such as bonds and government securities, mutual funds, fixed deposits (FDs), portfolio management schemes (PMS) and alternate assets.

Research

IndiaNivesh as a wealth management company uses certain strategies to select the best wealth management products for our clients.

India Nivesh Optimisation Model (INOM) is a mutual fund selection process based on a scientific and tested approach. It is a three-stage process and mutual funds are selected based on the portfolio quality, performance and stock concentration.

Our wealth management clients get access to information that covers all aspects of their investment products and portfolios as well as the markets. The research reports give insights into all macro and micro developments in both global and domestic markets.

Advisory

As part of wealth management service, IndiaNivesh provides advisory services and facilitates investment and trading across a range of securities like equities, stock derivatives, currency derivatives, commodity derivatives and mutual funds. These wealth management solutions help our clients to preserve and build their wealth.

Risk mitigation is another wealth management strategy from IndiaNivesh that helps our clients to choose the right insurance product for the protection of their lives and assets.

Online Wealth Management

IndiaNivesh also provides online wealth management services to clients. The trading platform is available across all devices such as a mobile, tablet, computer. We provide daily market analysis, advisory reports and special situation research reports so that our clients can make the right call on a wide range of investments.

IndiaNivesh is one of the best wealth management services in India. We have a 360-degree holistic approach to investments ensuring our clients make the best of the different asset classes such as commodities, currencies, equities or debt.

Our mutual fund selection process India Nivesh Optimisation Model (INOM), various research reports, advisory services and the ease of investing and trading from mobile or computer helps our clients to invest in the various wealth management products to safeguard and build their wealth.

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OUR PEOPLE

Ajay Rao

Associate Director - Private Wealth

Ajay has a rich industry experience of over 17 years. He has worked with leading financial services firms like Sharekhan, with his last stint at Ambit Capital (Private Wealth). Ajay has specialised in structuring and implementing solutions which meets diversified client requirements. He has serviced clients across the spectrum which includes Family offices, PMS outfits, Corporate treasuries, UHNI clients. Ajay holds a Master’s degree in Management Studies.

Ajay Rao

Associate Director - Private Wealth

Ajay has a rich industry experience of over 17 years. He has worked with leading financial services firms like Sharekhan, with his last stint at Ambit Capital (Private Wealth). Ajay has specialised in structuring and implementing solutions which meets diversified client requirements. He has serviced clients across the spectrum which includes Family offices, PMS outfits, Corporate treasuries, UHNI clients. Ajay holds a Master’s degree in Management Studies.

Pranav Desai

Associate Director - Private Wealth

Pranav has over 15+ years of experience in the financial services sector dealing with some of the largest corporate treasuries and family offices in the country. He has held leadership positions at leading financial services companies like Sharekhan and Ambit Capital – where he worked as the Vice President of Private Wealth. Pranav is an MBA with majors in Finance & Marketing from the University of Technology – Sydney (UTS).

Pranav Desai

Associate Director - Private Wealth

Pranav has over 15+ years of experience in the financial services sector dealing with some of the largest corporate treasuries and family offices in the country. He has held leadership positions at leading financial services companies like Sharekhan and Ambit Capital – where he worked as the Vice President of Private Wealth. Pranav is an MBA with majors in Finance & Marketing from the University of Technology – Sydney (UTS).

Mohit G. Poddaar

Associate Director - Private Wealth

Mohit has diversified experience, spanning more than a decade, into setting up new ventures, business strategy development, management accounting, corporate finance, real estate & asset management, capital raising, advisory and management consultancy.
In his earlier assignments, he has worked with IBM as Financial Analyst and has also assumed leadership & CFO position within the real estate sector. He specialises in advising niche HNI Family offices on long term investments across asset classes. Mohit holds a Master’s of Science degree in International Finance from Cass Business School, London.

Mohit G. Poddaar

Associate Director - Private Wealth

Mohit has diversified experience, spanning more than a decade, into setting up new ventures, business strategy development, management accounting, corporate finance, real estate & asset management, capital raising, advisory and management consultancy.
In his earlier assignments, he has worked with IBM as Financial Analyst and has also assumed leadership & CFO position within the real estate sector. He specialises in advising niche HNI Family offices on long term investments across asset classes. Mohit holds a Master’s of Science degree in International Finance from Cass Business School, London.