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Overview

Wealth Management

Wealth management services of IndiaNivesh are tailored to protect and create wealth according to the risk appetite of each client. We help individuals, trusts as well as corporate treasuries with their wealth management needs. Our recommended products are based on a systematic selection of the asset sponsor. We use diverse set of tools and analytics to design strategies and solutions for every client. IndiaNivesh’s wealth management services cover 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

When it comes to research, we have the following tools at our disposal:

  • India Nivesh Optimization Model (INOM) facilitates selection of suitable mutual funds based on a scientific and tested approach. This is a three-stage process based on parameters such as: portfolio quality, performance and stock concentration.
  • Our clients get access to information that covers all aspects of their investment products and portfolios as well as the markets.
  • Our research reports give insights into all macro and micro developments in both global and domestic markets.
Advisory

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. IndiaNivesh helps you preserve and build your wealth.

IndiaNivesh’s expertise in risk mitigation ensures that you get excellent advice on choosing the right insurance product for protection of your assets and life.

You can access IndiaNivesh’s trading platform on all devices – mobile, tablet, computer, etc. We provide daily market analysis, advisory reports and special situation research reports so that you can take the right call on a wide range of investments.

IndiaNivesh has a 360-degree holistic approach to investments, which ensures that you can make the best of all opportunities in every market, be it commodities, currencies, equities or debt. Whether you are a trader, investor or a hedger, choose IndiaNivesh and you will always stay ahead of the curve.

OUR PEOPLE

K.Joseph Thomas,Ph.D.

He is responsible for the development of Wealth Management and Advisory business including distribution of third party financial products. His career spans over three decades wherein amongst others, he has been associated with the Reserve Bank of India as Portfolio Manager and Currency Specialist, Securities Trading Corporation of India as head of the dealing and investment portfolio, Head of Treasury in the RPG Group and in Aditya Birla Money headed the Investment Research and Advisory. He holds a Doctorate in Management and has a Master’s degree in Economics.

Joseph

K.Joseph Thomas,Ph.D.

He is responsible for the development of Wealth Management and Advisory business including distribution of third party financial products. His career spans over three decades wherein amongst others, he has been associated with the Reserve Bank of India as Portfolio Manager and Currency Specialist, Securities Trading Corporation of India as head of the dealing and investment portfolio, Head of Treasury in the RPG Group and in Aditya Birla Money headed the Investment Research and Advisory. He holds a Doctorate in Management and has a Master’s degree in Economics.

Narayana Swamy P V

Has an experience of over two decades in the financial markets spread across Fixed Income Markets, Commodities, Currency and Mutual Funds. He has worked with reputed organizations like Ceat Gilts & Bonds (Primary Dealer), IL&FS Investmart, JM Morgan Stanley Fixed Income, JM Financial Commodities, Birla Sun Life Distribution and Baroda Pioneer Mutual Fund.

Narayana Swamy

Narayana Swamy P V

Has an experience of over two decades in the financial markets spread across Fixed Income Markets, Commodities, Currency and Mutual Funds. He has worked with reputed organizations like Ceat Gilts & Bonds (Primary Dealer), IL&FS Investmart, JM Morgan Stanley Fixed Income, JM Financial Commodities, Birla Sun Life Distribution and Baroda Pioneer Mutual Fund.

Sanket Desai

He has an experience of over 14 years in Research and Advisory for debt and equity market products. In his last assignment, at Aditya Birla Money, he was responsible for advisory deliverables in the Research & Advisory Team. He has previously worked with Religare Finvest Ltd., HDFC Bank, JM Morgan Stanley and IL&FS Investsmart Ltd. He is a CFA (ICFAI) and holds a graduate degree in commerce

Sanket Desai

Sanket Desai

He has an experience of over 14 years in Research and Advisory for debt and equity market products. In his last assignment, at Aditya Birla Money, he was responsible for advisory deliverables in the Research & Advisory Team. He has previously worked with Religare Finvest Ltd., HDFC Bank, JM Morgan Stanley and IL&FS Investsmart Ltd. He is a CFA (ICFAI) and holds a graduate degree in commerce

AWARDS & 
RECOGNITIONS

“Best Market Analyst (Infrastructure)”
Zee Business India’s Best Market Analyst Awards - Year 2014

“Awarded as the Best Stock Picker (Pharma)” 
The Starmine Analyst Awards - Year 2014 

“Best Market Analyst (Auto)”
Zee Business India’s Best Market Analyst Awards - Year 2016