About Us

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.

Our Vision

Nani Bachat aims to encourage a culture of saving among individuals, businesses, and organizations particularly small savers in India, in order to help them to reach their goals by developing a consistent saving habit.

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Benefits of Choosing Nani Bachat

Being a financial consultant, Nani Bachat provides expert advice and guidance to individuals, businesses, and organizations on managing their financial resources effectively. The benefits of hiring us as your financial consultant include:

  • Improved financial planning: Nani Bachat helps to create a personalized financial plan tailored to your goals and objectives.
  • Investment guidance: Nani Bachat provides expertise on investing in financial products such as fixed deposits, corporate deposits, bonds, mutual funds, and other investment and saving vehicles.
  • Risk management: Nani Bachat helps to identify and mitigate financial risks, such as market volatility and tax liabilities.
  • Budgeting and cost control: Nani Bachat assists you in creating a budget and implementing cost-saving strategies.
  • Debt management: Nani Bachat helps in develop a plan to reduce debt and improve credit scores.
  • Retirement planning: Nani Bachat provides guidance on saving for retirement and creating a sustainable income stream.
  • Tax optimization: Nani Bachat helps to minimize tax liabilities and maximize tax benefits.
  • Access to a network of financial professionals: Nani Bachat also has connections with other financial experts, such as chartered accountants and attorneys.
  • Objective advice: Nani Bachat provides unbiased advice, unaffected by personal interests or emotions.
  • Time-saving: Nani Bachat saves you time and effort by handling complex financial tasks and analysis.
  • Customized solutions: Nani Bachat develops tailored solutions to address your unique financial situation and goals.
  • Ongoing support and monitoring: Nani Bachat provides continuous support and monitoring to ensure your financial plan stays on track.

By hiring Nani Bachat as your financial consultant, you can gain a deeper understanding of your financial situation, make informed decisions, and achieve your financial objectives.

Start Your Financial Planning

Plan For Your Children

Saving for a child’s future is one of the most important aspects of financial planning for every parent.

Save Taxes

Intelligent investors always look for options where they can save taxes as well as earn higher returns.

Plan Your Retirement

Retirement planning as the name implies requires a lot of planning and a multi-decade effort. While the corpus that you are targeting may seem daunting right now.

Build Long Term Wealth

Building long-term wealth requires plenty of time, diversification, and an appropriate asset allocation. Put aside at least 10% of your monthly income in long-term investments like stocks.

Our Services

Mutual Funds Partners

Life Insurance Partners

Health & General Insurance Partners