Nivesh Salahakar is a Hindi word which describe on its own what it does "Nivesh" means Investment and "Salahakar" means Adviser thus Nivesh Salahakar is Investment / Financial Adviser.
This Financial Planning company is in the service of common people since 2017 but this is not its beginning. It was originated and started spreading its wings during 2006 after the voluntary retirement of its founder & MD Mr. Sanjay Giri from Indian Air Force from the rank of Junior Warrant Officer.The founder started advising financial matters to his collegues during his service period. After realising the success of his advisory he decided to help the public by his advice. Thus, he left Indian Air Force after twenty years of service and started a financial advising company by the name of Kalyani Financials so that he can help the public by sharing his experience and guide them to park their money in a proper manner so that they can also grow.
At the Initial stage, Kalyani Financial started as a financial products distribution firm in late 2006. Gradually it grew and started working as a Financial Planning company and renamed itself as a brand name Nivesh Salahakar Pvt Ltd. in the year 2017 when Mr. Gaurav Giri joined his hands as a founder & CEO after working for more than Eight years with industry's best distribution & financial planning companies.
After having rich experience in this industry, having defence background and trusted clients, we can proudly say that you are in the right hands and ensure of delivering best service with complete transparency. To ensure your profitability. We will take active calls by reviewing your SIPs on semiannually basis & Portfolio on a quarterly basis. We always recommend our patrons to go through the Risk Profiling (which we used to give) and send it back to us so that we can do the Portfolio rebalancing on every Six months for reallocation of the funds as intended by the Risk Profiling score to provide more profit on investment and avoiding risks. This exercise will help us creating good value addition upto 2.5% of additional returns in the portfolio when compared with the traditional way of investing.