SEBI-REGISTERED MUTUAL FUND DISTRIBUTOR
Grow your wealth, one SIP at a time.
Invest in handpicked mutual funds, expert research, and goal-based planning built for Indian investors and NRIs alike.
Rs.1000 SIP
Discover why over 1 Lakh investors trusted these funds!
Start Your Wealth Journey with Just ₹1000/Months
Discover the Best Investment Secrets — Top 5 Fund for 18% p.a. for 2030.
See Funds Now →Our Core Values
Principles that guide our work and ensure every client receives trust, ethics, and long-term value.
Client-first approach
Transparency and integrity
Long-term wealth creation
Professional and ethical advisory
Continuous innovation
Our Services
At Mutualfund Nivesh, our core aim is to serve our clients with dedication and integrity.
A Passionate Wealth Management Mindset
Mutual Fund Nivesh, operating under Parag Estate and Succession Services LLP, is a financial planning and wealth advisory firm committed to helping individuals, families, and business owners build, preserve, and seamlessly transfer wealth across generations.
With over a decade of experience in mutual fund distribution and financial advisory services, our journey began as an individual Mutual Fund Distributor (MFD) focused on delivering personalized investment solutions. As our expertise and client relationships grew, we evolved into a professionally managed LLP, expanding our services to offer holistic wealth management, estate planning, and succession advisory.
Our Mission
We simplify investing for every goal.
We combine transparent guidance, disciplined research, and customised portfolios to help clients grow wealth across every life stage.
- Goal-based financial planning
- Personalised SIP and investment strategies
- Ethical advice and long-term focus
Our core areas of expertise
Five focused areas where we help clients plan, protect, and grow wealth with clarity.
Goal-Based Financial Planning
Investment strategies aligned with your life goals, including education, home ownership, financial independence, and wealth creation.
Retirement Planning
Sustainable retirement income solutions designed for long-term financial security.
Succession Planning
Structured strategies to ensure the smooth transfer of business ownership, family wealth, and responsibilities.
Legacy Planning
Preserving wealth and enabling efficient transfer of assets to future generations.
Mutual Fund Advisory
Research-driven mutual fund recommendations tailored to your financial objectives and risk appetite