About Us

Your Financial Growth, Our Lifelong Commitment

Welcome to Nivesh Sarathi, your trusted partner in navigating the journey of wealth creation and financial independence. Founded by SHIRPA MALL, a seasoned lawyer and AMFI-registered Mutual Fund Distributor (ARN: 325617) with over 14 years of experience, Nivesh Sarathi is committed to simplifying investments for individuals and families across India.

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Our Philosophy

We believe that true financial success is achieved through a balanced approach, combining disciplined planning with a deep understanding of your unique goals.

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Our Focus

Our focus is on your financial well-being, with a commitment to helping you achieve your short-term goals and long-term dreams.

Who We Are

At Nivesh Sarathi, we believe that informed investing is the foundation of a secure future. Our team comprises only AMFI-Registered Mutual Fund Distributors, ensuring every piece of advice we offer is backed by ethical standards, regulatory knowledge, and client-first thinking.

We bring a combined legacy of experience and insight to help you:

Plan for retirement
Save for your child’s education
Build wealth steadily
Achieve financial freedom

Whether you’re a first-time investor or a seasoned one looking for a personalized approach, we’re here to guide you every step of the way.

Why Choose Nivesh Sarathi?

✅ 14+ Years of Trust & Expertise
✅ Regulatory Compliance (All team members are AMFI registered)
✅ Client-Centric, Unbiased Advice
✅ Goal-Based Investment Planning
✅ Seamless Digital Onboarding & Portfolio Management

We don’t just manage investments—we nurture financial discipline and confidence.

Our Approach

Personalized Financial Strategies

We understand that no two financial situations are alike. That’s why we take the time to listen to your unique needs and goals, crafting customized strategies that are tailored to help you achieve your specific objectives.

Holistic Financial Planning

Our approach goes beyond just managing your investments. We look at the bigger picture, considering every aspect of your financial life, from retirement and tax planning to estate management and insurance, to ensure a comprehensive plan that supports your long-term success.

Client-Centered Transparency

Trust is the cornerstone of our relationship with you. We prioritize clear, open communication, ensuring you are always informed and confident in the decisions being made. Our transparent process empowers you to be an active participant in your financial journey.

Proactive Wealth Management

We don’t just react to changes in the market—we anticipate them. Our proactive approach to wealth management involves continuous monitoring of your portfolio and adjusting strategies as needed to safeguard your assets and capitalize on new opportunities.

Our Vision

To be India’s most trusted and accessible mutual fund distribution platform for individuals seeking unbiased financial growth and long-term wealth creation.

Our Mission

To educate, empower, and enable every Indian to take control of their financial future through simplified, disciplined, and transparent investing.

Let’s take the first step together toward your financial goals.

For personalized financial planning, reach out at:

📧 contact@niveshsarathi.com

📞 Call: 8318594949

📱 WhatsApp: 8591236507