NiveshakNest

ABOUT

NiveshakNest is led by Mohit Verma, AMFI-registered MFD (ARN-23243), Registered Insurance POS Person, a dedicated financial expert with over six years of experience in navigating the complexities of financial markets. I hold a B.Tech in Mechanical Engineering and have earned NISM certificates in Equity Derivatives and Mutual Funds Distribution. A CFA Level 2 candidate, My pursuit of the CFA designation reflects my commitment to adhere to the highest standards of ethics and professionalism, providing you with informed and trustworthy inputs. I bring extensive knowledge of various asset classes and financial strategies to the table. Let's navigate the path to financial success together, with confidence and clarity.

NiveshakNest : How It Came To Be

Throughout the years, I've had the privilege of meeting numerous professionals—doctors, lawyers, engineers, and many others—alongside countless remarkable individuals from all walks of life—who excelled in their fields but struggled with financial literacy. As someone who began my career as an engineer, I found myself in a similar situation before transitioning to finance. I've personally experienced the struggles, trepidations, and feelings of helplessness that come with navigating the complex world of finance.

Despite the many good and genuine individuals in the industry, I noticed a recurring issue: employees of many companies, large or small, often mis-sell financial products. Driven by sales targets and incentives to push high-margin products, they prioritize their own interests over the suitability of the products for their clients. Employees often prioritize short-term sales over cultivating long lasting relationships, a situation worsened by frequent job changes. This lack of trust and long-term relationship building hurt many people, leading to losses and a sense of betrayal. Additionally, many people fall prey to unregistered investment advisors and tip providers, leading to significant financial losses and eroding trust in financial markets and assets.

I’ve seen people struggling to understand their financial options, recognizing a genuine need for trustworthy guidance, I founded NiveshakNest. My goal is to offer a better way—one where clients receive honest, personalized help. As a registered and solo practitioner, I am committed to providing superior service and forging long-lasting, mutually beneficial relationships. I am here to help you navigate the maze of financial jargon and complexities, ensuring that investing is a positive and empowering experience.

Trust and ethics are the cornerstones of not just personal relationships, but also successful businesses and societies. They require consistent, transparent actions and a commitment to doing what's right, even when it's hard.

FAQs

Investment is the seed planted in the soil of opportunity, watered with patience, and nurtured with knowledge to yield the fruits of prosperity.