Contact Us
+91 8318594949
contact@niveshsarathi.com
Sector 37C, Gurugram, Haryana, India
FAQ
What services does a AMFI Registered Mutual Fund Distributor provide?
We offer end-to-end services including investment planning, goal-based SIP recommendations, portfolio reviews, retirement solutions, and tax-saving strategies—tailored for every investor.
How does working with a registered Mutual Fund Distributor benefit me?
As a trusted intermediary, we provide unbiased advice, help you choose the right schemes, assist with documentation, monitor performance, and simplify the entire investment process—saving your time and reducing risks.
How do Mutual Fund Distributors get paid?
Mutual Fund Distributors earn a small commission from the AMCs (mutual fund companies). There are no additional charges to you. We believe in complete transparency.
What should I bring or know before my first investment meeting?
Bring your PAN, Aadhaar, and bank details. Also, think about your investment goals (child’s education, home, retirement, etc.), monthly savings potential, and risk appetite.
Is there a fee to get investment advice or start a SIP through Nivesh Sarathi ?
No. We do not charge any fee from the investor. Our income is through trail commissions from mutual fund companies. You can start your SIP with zero extra cost.
Can I track and manage my portfolio online?
Yes. You will get secure access to your investment dashboard where you can track SIPs, NAVs, and portfolio performance at any time.
Is it safe to invest through Nivesh Sarathi ?
Absolutely. We are an AMFI Registered Mutual Fund Distributor and follow all SEBI & AMFI guidelines. Your money goes directly to the fund houses and you receive units in your own name.
How do I get started?
Click the “Contact” or “Start My SIP” button on this page and fill the form. We’ll guide you step-by-step via WhatsApp/Call/Email.
Still have questions?
📞 Reach us at +91-8318594949 or WhatsApp us for a free 15-min consultation.