Let's build your Wealth!
We build your Investment Portfolio by customizing your financial planning to match your goals and risk appetite. Introducing India’s First of its kind All-In-One Investment Platform to transform your Investment Journey.
What we do?
A professionally created basket of funds designed to help investors build diversified mutual fund portfolio for long term wealth creation.
Providing stock broking solutions through trading platform and application for direct stock investing.
We offer wide range of insurance products tailored according to your requirement which can help your loved ones in any emergency and can secure their future.
We offer and distribute PMS & AIFs products basis client requirement and risk appetite for long term wealth creation.
A professionally created basket of funds designed to help investors build a stable and fixed return delivering portfolio with low risk.
We offer personalised financial and tax planning solutions for better management of investment and taxes.
About Us
Trusted Clients
Assets Under Management (AUM)
Total Experience
Our boutique investment firm crafts unique portfolios to fit each client's needs, risk appetite, time horizon, and goals. With us, your investment strategy will be as one-of-a-kind as you are.
SIP Calculator
Monthly SIP Amount
Investment Period
10 Yr
Expected Return (p.a.)
12%
Estimated Return: Rs. 1,12,339
Invested Amount: Rs. 1,20,000
Total Wealth: Rs. 2,32,339
Get a portfolio that’s invested in you.
Tax Saver Fund
A personalised tax saver portfolio that helps you grow your wealth while savings the taxes by investing in equity funds.
Wealth Builder Portfolio
A personalised mutual fund portfolio for long term wealth creation investing across equity and debt funds.
Preserve Wealth Portfolio
A personalised mutual fund conservative portfolio for preserving the wealth investing across balance advantage and debt funds.
New Investor Portfolio
A personalised mutual fund portfolio which can help in starting your investment journey with right combination of funds invested across equity, debt or ETF funds.
Retirement Portfolio
A personalised mutual fund portfolio which can help you in maintaining your current lifestyle even once you retire by investing across equity, debt and hybrid funds.
Emergency Fund Portfolio
A personalised mutual fund portfolio investing across debt funds which can keep you emergency ready for any extraordinary situation without effecting your long term goals and investments.
Short Term Portfolio
A personalised mutual fund portfolio investing across debt funds which can keep you emergency ready for any extraordinary situation without effecting your long term goals and investments.
Growing Together
Review by Our Clients
Abhinav Goswami
Co-Founder & CEO, Wiser Stack
Exceptional experience with Nivesh Bharat. The user-friendly interface, coupled with insightful analytics, made investing a breeze. Nivesh Bharat provides a diverse range of investment options, allowing me to tailor my portfolio. What truly sets them apart is the prompt customer support – knowledgeable and responsive. The transparency and real-time tracking of my investment portfolio instills confidence. My returns have consistently exceeded expectations. Nivesh Bharat has truly simplified my investment journey, making it accessible for both seasoned investors and beginners. Highly recommend for anyone seeking a reliable, efficient, and rewarding investment platform.
Samir Pandita
General Manager- ITC Hotel Division
Impeccable service from Nivesh Bharat. Their strategic approach and personalized solutions have elevated my investment journey. The team's expertise in risk management and market analysis is evident, ensuring my portfolio aligns with my financial goals. Communication is transparent, and I appreciate the regular updates on performance. The technology-driven platform provides real-time insights, empowering me with informed decisions. Nivesh Bharat has exceeded my expectations, demonstrating a commitment to excellence. As a satisfied client, I highly recommend their services to anyone seeking a reliable and results-driven partner in managing their financial portfolio.
Sougandh Radhakrishnan
Product Designer- Atlassian
It’s been a long journey with Nivesh Bharat, my first investment started with these guys since their inception when I had no knowledge about managing my investment and how to build my investment portfolio. Nivesh Bharat helped me in building my portfolio from scratch and supported me even in my financial crisis as they guided me in managing my investments and how to funds the crises, which is impeccable. Building a long term investment portfolio basis, one’s risk appetite and goals is Nivesh Bharat expertise and I trust them with my finances and investment. Cheers To Nivesh Bharat for setting a benchmark.
Our Team
Meet CA Pulkit Jain, the driving force behind Nivesh Bharat's success in the realm of wealth management. With over a decade of industry expertise, our founder is committed to deliver unparalleled financial solutions, as a seasoned professional, he specializes in investment and portfolio management, financial planning, and tax planning. Driven by a passion for client success, our founder envisions Nivesh Bharat as a beacon of financial empowerment, focusing on personalized client service and ensuring clients receive tailored solutions that can deliver beyond expectations. Experience the difference of working with a founder who is not just a leader but a partner in your financial journey, shaping your path to financial prosperity.
Meet Anshika Kochar, Nivesh Bharat's co-founder, a highly accomplished professional with diverse educational background. Holding a Bachelor of Engineering (BE) in Electronics and Communication, she furthered her expertise with NISM & IRDA Certification, alongside pursuing an MBA. Joining Nivesh Bharat in its formative stages in 2021, with over three years of experience, she played a pivotal role in shaping the company's success. Diligent and smart, Anshika leads the tax advisory and insurance divisions of Nivesh Bharat, showcasing her proficiency in these critical financial domains. Her meticulous approach and dedication resonate throughout Nivesh Bharat's services, ensuring clients receive top-notch financial guidance and results which are beyond their expectations.
Contact Us
Mission Billion Finserv Private Limited
1st Floor, Plot. No. 21, Sindhi Colony, Above City Decor, Opposite Gumanpura Flyover, Kota, Rajasthan-324006
Nearest Landmark: - DP Jewellers, Kota
Call: +91-8860100478
+91-9799940478
Email: care@niveshbharat.com
Monday to Saturday: 10:00 AM to 08:00 PM
Sunday: Closed
Mission Billion Finserv Private Limited is an AMFI registered mutual fund distributor (ARN – 283361)
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.