About Zen Nivesh

We at Zen Nivesh aim to be the lighthouse for an investor who is lost in the world of financial jargon, guiding them toward the financial assets best suited for their goals.

Our differentiator lies in the fact that we are not empanelled with every fund-house around to strive off commissions but rather work on a fee-only model.

We are huge proponents of the value-investing school of investment and believe that the best success lies in delaying gratification. Thus, we keep things simple as far as the investment process is concerned and trust our process.

We will only recommend a financial plan if it suits one’s needs and gives them a peaceful night’s sleep.

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Mission & Vision

ZenNivesh

Inflation is on the rise. Rising food, gas, milk and energy costs can hit wallets hard, especially when we are still recovering from the economic drawdown due to the pandemic. With a dynamic geopolitical landscape and a potential change in the world order, it is certain that we must plan for our finances in a prudent manner – now, more than ever. If you observe carefully, the value of our hard-earned money is barely in our control. The threat of inflation/deflation is ever looming and fluid. Add to it the uncertainties that we have all experienced in the last two years of COVID-19.

Being passive with our money is no longer an option. ‘Financial Freedom’ – the nirvana of personal finance, has suddenly become more of a necessity than a luxury now if one wants to lead a stress-free life. And to achieve Financial Freedom, personal finance has a significant role to play.

Why Zen Nivesh?

The Flawed Solution

However, personal finance can be daunting for some due to no fault of theirs. The entire financial industry has made it very difficult for people to access financial knowledge due to the complicated language used in their communication. In their need to remain exclusive, the financial service industry, with the help of their jargon-heavy language, has encouraged rampant mis-selling to the customers, which in turn has deflated the investor confidence in any matter related to money.

The Zen Solution

In light of the above factors, we at Zen Nivesh aim to simplify the mutual fund industry for our readers and customers in order to support them in meeting their short/mid and long-term financial goals while ensuring the investing process is entirely peaceful for them. It’s all about the process for us, and we will strive to win your trust in our process.

Wealth Management Plans

Vistara Plan

Financial Planning for Youth (18-24)
Rs. 9,999 +GST /Year
  • Renews at Rs. 3999/ + GST from Next Year
  • Insurance Term Plan / Health Plan Included
  • Mutual Funds/ Goal based investment/Financial Planning
  • Tax Planning and Retirement Planning for Individual
  • One time Existing Stock Portfolio Review Rs. 5,000/- + GST
  • 4th Year Plan Review- When Shifting to Grihastha Plan
  • Value Addded Services: (Continued till Association)
  • Periodic Communication on Portfolio performance
  • 4 consultations per year

Grihastha Plan

Financial Planning for the Experienced (25 Years Onwards)
Rs. 12,000 +GST /Year
  • Renews at Rs. 5,999/+ GST Per Year
  • Insurance Term Plan
  • Health Plan
  • Mutual Funds/ Goal based investment/Financial Planning
  • One time Existing Stock Portfolio Review Rs. 5,000/ + GST
  • Tax or Retirement Planning Rs. 1,499/- each + GST Per Year
  • Value Added Services: (Continued till Association)
  • Periodic Communication on Portfolio performance
  • 6 consultations per year

Our Consulting Specialists

Shivam Shah

Shivam Shah

Co Founder at Zen Nivesh / Research and Content at Smart Sync Services

Harshal Mehta

Co Founder at Zen Nivesh / Research and Content at Smart Sync Services