PlanNivesh
Har Goal Ka Right Nivesh
an AMFI-registered Mutual Fund Distributor who achieved financial independence (FIRE) after 15+ years in the corporate world. Now on a new journey, empowering people with the right financial knowledge to help them achieve their dreams with confidence and clarity.
Our Services
Goal-based Mutual Fund Investing
Build investments around life goals with disciplined strategies, clarity, and regular tracking to stay confidently on course.
Retirement Corpus (FIRE-focused strategies)
Create sustainable retirement income with FIRE principles, balancing growth, risk, and flexibility for financial independence.
Wealth Creation for Families
Grow family wealth steadily through thoughtful asset allocation, long-term discipline, and strategies designed for evolving responsibilities.
Child Future Planning
Plan early for education and marriage expenses with structured investments that reduce stress and protect future aspirations.
What We Do
At PlanNivesh, we focus on goal-based investing tailored to your needs and risk profile. Whether it’s short-term goals or long-term wealth creation, we guide you in building a portfolio that grows steadily and works for your future.
Just like any journey, reaching your financial goals requires a clear plan, steady steps, and patience along the way. By staying consistent and focused, anyone can build wealth over time.
We’re here to walk with you on that path, helping you invest with confidence and peace of mind
Why Choose Me
Because your goals deserve more than generic advice, so your money works with purpose, not guesswork. With real-world investing experience and I help you stay focused, disciplined, and confident through every market phase.
Goal-First Investing
Every investment begins with a purpose. I align your money to clearly defined life goals—buying a home, building wealth, or planning retirement—so each rupee works with intention.
Long-Term Focus
Wealth is built by staying consistent, not reacting to noise. Through regular reviews and rebalancing, I help you stay invested across market cycles and let compounding do its work.
Personalized Guidance
One plan doesn’t fit all—and it shouldn’t. Your risk profile, time horizon, and priorities shape a strategy tailored just for you, with ongoing support as life evolves.
Blogs
Why Having a Mutual Fund Distributor Matters in Wealth Creation
Why Goal-Based Investing Works Better than Random Investments
