Welcome to Nithya Financial services
we noticed many people in India works hard in their job but lacks financial knowledge -How to invest their hard earned money wisely . They struggled with managing their money wisely. They lacked the right financial information and made many mistakes.
We have determined to help them by providing personalised financial service based on their Risk capabilities ,aspirations and Financial Goals. We help clients in managing their finances well and time to spend quality time with their family by creating wealth for them.
Now, we’ve helped clients improve their financial situations. We empowered people to take control of their money.
How We Solve
A Certified Private Wealth Manager and founder of this Company.
- How to start investing?
- How can I Plan for My Retirement /Son & Daughter Education?
- How Much I need life /Medical insurance?
- How can I make MORE money?
- How can I Help My parents in managing their Money ?
- How to File Tax and Optimise Tax using Tax planning ?
- How to Pay off Your Home Loan and Car/Personal loan Early
- How can I create Will and Family Trust with Lawyers
- Whether I need Critical illness and Personal Accident ?
Excellence in servicing Our clients With Wealth and Claim Support.
Our numerous awards, accolades, and achievements underscore our commitment to client success.
0 years
Experience in Stocks/Mutual Funds
0 Crores
Term Plan Life Coverage Done
0 Crores
Pension Made to Clients Annually
0 Lakhs
Medical Claimed Amount
Our Exclusive Services
We Offer For You
Fixed Income
Secure your investments with our Fixed Income solutions. Enjoy stable returns and reduced risk in any market condition.
Wealth Creation
Experience exponential growth with our Wealth Creation service. your trusted partner in building and sustaining long-term wealth.
Protection
Invest in your safety with our premium insurance plans. Comprehensive coverage designed to meet your unique needs.
What Our Client Says About Us
I have paid off my Home loan early in 3 years with prudent Debt planning .I am able to save Interest cost in EMI more than 25 lakhs and started investing with saved amount in Mutual Funds and stocks
I have no experience in stocks investing .I am Investing confidently in stocks and Mutuals funds due to education provided by Nithya Team and compound my money with wealth creation strategies .Car Loan EMI are paid by my investment in Mutual funds with growth .
I am debt free now due to Good Financial Planning done by Nithya Team after paying off my Home Loan and Car Loan early. I will receive Tax Free passive income from fixed income and wealth creation using MF /Stocks for my retirement .I got medical insurance claim settled for my mother and Maternity for my wife through Nithya Team.
I am able to achieve my crorepati Goal with Profit booking when market overvalued , Lumpsum investment during market fall and SIP in Mutual funds for my Retirement and Son education .Thanks Nithya Team for helping me to achieve mile stone in my financial journey .
I have Good Life Insurance coverage worth 1.5 crores ,Medical insurance 50 lakhs ,critical Illness worth 10 lakhs and Accidental insurance 50 lakhs to take care of my family during unforeseen situations planned by Nithya team . I will receive Tax free Passive Income for my Retirement and consistently investing in Mutual Funds/Stocks for my Retirement and daughter education goals .
I am able to get Medical insurance claim settled worth 20 lakhs during Heart attack .My family painful process was supported by Nithya Team for claim settlement.Care taken by Nithya team is extraordinary during difficult times .
Nithya Team Worked with branch Managers and Underwriters for my Term Life Insurance with good support and Patience to provide all details to underwriter to get my policy issued .Thanks for Protecting my family more than crores .