What We Do
Private Wealth
Private Wealth Management services tailored to protect and create wealth for individuals, trusts and corporate treasuries.
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 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 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 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 macro and micro developments in both global and domestic markets.
Advisory
As part of its 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 mobile, tablet and computer. We provide daily market analysis, advisory reports and special situation research reports so that our clients can make an informed call on a wide range of investments.
We have a 360-degree holistic approach to investments across asset classes such as commodities, currencies, equities and debt. Our mutual fund selection process (INOM), research reports, advisory services and the ease of investing and trading from mobile or computer help our clients invest in various wealth management products to safeguard and build their wealth.
Our products
Our people
Ajay Rao
Associate Director - Private Wealth
Profile Ajay Rao
Ajay has over 17 years of industry experience. He has worked with financial services firms like Sharekhan, with his last stint at Ambit Capital (Private Wealth). Ajay has specialised in structuring and implementing solutions which meet diversified client requirements. He has serviced clients across the spectrum, including family offices, PMS outfits, corporate treasuries and UHNI clients. Ajay holds a Master’s degree in Management Studies.
Pranav Desai
Associate Director - Private Wealth
Profile Pranav Desai
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 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
Profile Mohit G. Poddaar
Mohit has diversified experience, spanning more than a decade, in 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 worked with IBM as a Financial Analyst and has also held leadership and CFO positions in the real estate sector. He specialises in advising niche HNI family offices on long-term investments across asset classes. Mohit holds a Master of Science degree in International Finance from Cass Business School, London.