Nani Bachat is a well-established financial consultant specializing in banking, mutual funds, and insurance. Our experienced team provides expert advice to individuals looking to effectively manage their finances. We excel in creating unique strategies to help clients reach their financial objectives more efficiently, whether it involves building wealth, reducing expenses, or eliminating debt.
In our role as financial consultants, we strive to help individuals achieve their financial goals. We offer valuable guidance on saving and investing, crafting personalized investment plans based on each client's risk preferences. Our goal is to educate and empower individuals to make sound financial choices and safeguard their financial well-being.
Nani Bachat helps you build a financial plan to save for your children's needs such as higher education, marriage, etc. through multiple investment options.
Plan your finances in such a way that you can reduce your tax liability through appropriate investments.
Secure your old age by planning ahead and building a desired retirement corpus that covers your expenses and leaves you tension-free post-retirement.
With Nani Bachat you can plan your investments in such a way to build wealth be it for saving or for a particular goal such a buying a house or car, marriage, education, etc.
Nani Bachat partners with individual distributors to provide the best of both worlds to the end-customers; state-of-art technology along with human touch. The distributor can go digital without any cost or overhead to expand their client base and reach along with providing superior investing experience to their clients. Distributors dealing in other financial products like insurance or retired bank managers and chartered accountants can start distributing mutual funds with zero investment. Distributors Partnering with Nani Bachat Get Multifold Benefits:
Achieving one’s financial goals, whether short-term (a vacation next year or buying a car in two years) or long-term (child’s education abroad after 8 years or planning for retirement), requires an understanding of goals and how those goals can be achieved with the right plan. Our approach keeps your financial goals in focus to ensure you are able to achieve them.
Selecting the right funds is more than just looking at past performance and picking up the top ones! We follow a rigorous process which is a combination of objective and subjective parameters, such as returns being generated by a fund manager compared to risk being taken and volatility of the returns of a fund.
One of the reasons for the failure of investors to keep up with the investment plan is inordinate time being spent in managing investments. The Nani Bachat app helps you in tracking your investments on the go in a language that is easy to understand, which has been made possible due to many years of experience of the Nani Bachat team in building financial technology platforms.
A mutual fund distributor plays an extremely important role in the entire process by guiding and handholding you throughout your investment journey. We have qualified mutual fund distributors as partners spread all across the country making it a unique proposition that is just right for you!
The Nani Bachat platform can be used by Financial Institutions to enable the distribution of their financial products powered by cutting-edge technology that has an end-to-end workflow.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Copyright 2024 & Design By SVP Creatives
