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About Us

NIT Finserv Welcomes You.

Our mission is to give reliable, efficient, responsible financial products with deep research & analysis to our clients and help them create wealth. At NIT Finserv, we offer you a complete range of solutions that complement our advisory services. Our approach is to recommend you product solutions within your overall goals in an unbiased manner after evaluating various options available in the market.

We are AMFI Registered Mutual fund distributors, having around 15 years of Experience in Business Advisory, Investment and Financial sector.

NIT Finservs aim is to provide all the financial and investment related services under a single roof with lowest possible cost, honest consultancy and excellent services.

We offer the complete range of financial products such as Mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance, Bonds, products for Investment, Corporate Fix Deposits Fractional Ownership in Real Estate, All types of Loans, Financial education etc . and guide you to choose the right financial products to help you achieving your financial goals.

Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, IPO, Fixed Deposits, Insurance etc at a single place.

Who We Are and What We Do

By using our 360 degree wealth management approach, we help our clients to identify their financial goals, develop strategic investment plans for creating, preserving and managing wealth and achieve results in their wealth management.

Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions

Our unique customized wealth management approach helps our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.

What Makes Us Different ?

  • Our need-based and principled wealth management process helps our clients get unbiased authentic financial advice.

  • Our clients benefit from the expertise we have developed working one-on-one approach.

  • Clear picture on your financial status where you are currently, where you have to go and how to go.

  • We spend more time with clients discussing about demystifying myths and clarifying their doubts. This will increase the awareness level on financial products for the clients.

  • NIT Finserv is equipped with Certified financial advisor (CFP, NISM) who provide unbiased advice to busy working professionals to manage their money better.

How we can help you?

  • Create, preserve and manage long term wealth and achieve your personal finance planning goals and objectives.

  • Determine the type and amount of insurance you need to protect yourself, your family and your assets.

  • Avoid costly mistakes, manage risk, save time, and improve your overall financial investment results.

  • Go through the maze of retirement options and put you on course for the retirement you've always dreamed of.

  • Improve the efficiency with which assets can pass on to your loved ones in the event of death.

Reasons why you need a financial advisor for investment success

  1. A financial advisor gives professional advice based on your needs and helps you set measurable goals.
  2. He helps you understand various financial instruments.
  3. He reminds you to re-evaluate your financial situation periodically.
  4. He assists you to start planning as soon as you can to draw up a financial plan which is practically achievable.
  5. He recommends a plan yet empowers you to take charge of your financial health.
  6. He keeps your interest in mind at all time.
  7. He frees up your time so that you can concentrate on other important things.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our client's welfare above everything else.