9323881875 9422167441 Phone
Saurabh.nidhiinvestments@gmail.com Email

About Us

Nidhi Investments is a leading Wealth Planning firm with the perfect blend of expertise, experience, empathy and excellence.

We have been adding value to the lives of our clients from 14 States of India and 6 Countries across the globe from 2010.

 

Our CEO Prof. Saurabh Bajaj is an MBA from Narsee Monjee Institute of Management Studies (NMIMS) Mumbai, one of the top 10 management institutes in India. He holds the prestigious FRM (Financial Risk Manager) degree awarded by Global Association of Risk Professionals (GARP), USA. Till date, there are less than 15,000 professionals in the world, who have been honoured with this degree. He has also been awarded CFGP (Chartered Financial Goal Planner) and AFGP Certification by AAFM (American Academy of Financial Markets).

After his MBA, he joined J P Morgan, the second largest Investment Bank in the world. He has worked with J P Morgan as Risk Analyst for more than two years.

Prof. Bajaj sits as an Investment Expert on the Expert Panel of CAClubindia.com and MBAClubindia.com. He has been awarded the title of “Best Article Writer” by CAClubindia.com in Jan 2012 and was selected among “Top 5 Technical writers” from all over Indian in Feb 2013. His articles published on www.professorbajaj.com are popular not only in India but 78 Countries over the globe.

Prof. Bajaj has been invited by various TV channels like SPIN TV, CNBC TV18, UTV Bloomberg etc for programs like “Expert Advice”, “What Markets Want?” , “Budget Analysis” etc.

He has also been invited by Prestigious Organisations like Rotary Clubs, Lions Club, Royal Bank of Scotland, Vidyalankar Institute of technology, Agroha Vikas Trust, Fr. Agnel College, Union MF, Vivekanand College, Rajasthan Mandal etc. for Expert Lecture on various topics like “Smart Investing”, “Financial Wellbeing” “Financial Freedom, “Life is a Celebration”, “Email Etiquettes” etc.

Soft Skills has become an inevitable part of every selection process and teaching learning process these days. The students from small towns and tier II cities, in spite of being talented and well equipped with technical skills, are seen struggling in the selection process. This is because of their lack of exposure to these soft skills. Mr. Bajaj has a zeal for training candidates to develop these skills and has been imparting the same on since last two years. This zeal and passion inspired him to set up his own firm called “Knowledge Circle” which aims to train candidates for soft skills.

Till date, he has trained 4500+ participants from more than 210 organizations across various fields of soft skills.

He has been associated with MSBTE (Maharashtra State Board of Technical Education) to conduct Soft skills training workshop for the faculties of Polytechnic Colleges in Entire Maharashtra (Mumbai Region, Pune Region, Aurangabad Region and Nagpur Region) since last 6 years.

He has also been associated with ICAI (Institute of Chartered Accountants of India) for training CA Students on various topics related to Communications skills, Group Discussions etc.

Apart from these, he has conducted “Capacity Building Soft Skills workshop for Faculties” at ITI Gunj, ITI Pusad, ITI Digras and ITI Umarkhed. This was the first ever soft skills workshop for faculties in the history of ITI’s in Vidarbha. He was also invited by Shivaji Education Society to conduct similar Soft skills workshops for the faculties and office staff of Shivaji Junior College Pusad, Shivaji High School Pusad, Shivaji Vidyalaya Belora and Shivaji Vidyalaya Bhojla.

He has conducted training workshop on “Effective Presentation Skills” for the relationship managers of HDFC Mutual Fund, Andheri Branch, Mumbai.

He has also been invited at College of Management and Computer Science, Yavatmal, College of Dairy Technology, Warud, B N College of Engineering, Pusad, B D College of Engineering, Wardha, College of Engineering and Technology, Akola, Dr.N.P.Hirani Institute of Polytechnic, Pusad etc. for the Guest lecture on “Developing Interview Skills”.

For more information you can visit and subscribe our YouTube Channel

Nidhi Investments provide services mainly in, but not limited to, following areas

 

Financial Consulting

Its merely not about buying products. It's about assessing 3 things viz,

Where I am Today?
(Current Assessment)

Where do I want to be (after a certain timeframe)?
(Goal Setting)

Which Path do I follow to get there?
(Designing the plan)

To be able to reach the desire goals, one needs to have a proper plan in place, and we at Nidhi Investments do complete financial planning for you

 

Investment Planning

Already made investments and now confused what to do with them? Not to worry. We are there to guide you at every step to have a re-look at your existing investments to make the portfolio optimum for you.

 

Risk Consultancy

Planning to start a new business? Planning to make a new investment? What could be the risks involved with the same. We will help you to identify all the risks related to your business / investments and also the ways to mitigate the same.

 

Tax Planning

As Law suggests, Tax Evasion is illegal, Tax planning is not. We will help you to reduce your tax outgo by planning it the right way.

 

Wealth Management

Got Windfall Gains? Inherited some super-normal amount of wealth and confused how to manage the same? We will design the perfect plan for you, which would help you to protect your wealth and grow it too.

 

Mutual Fund Investments

Already have a well designed portfolio and just looking for some guidance on mutual fund investments? We will guide you to pick up the best suiting your risk profile.

 

Life Insurance

No financial plan can ever be completed without life insurance. If insurance is missing from your portfolio and / or you are looking at knowing, how much should be your insurance amount, contact us.

 

General Insurance

You have various other assets such as Car, House etc. which have the risk of getting damaged by certain unforeseen events. An insurance to all these assets shields you from the loss.

 

Health Insurance

Rising Medical costs and stressful lifestyle can affect your financial plan adversely, unless supplemented by a good health insurance. To know which plan will be most suitable for you, talk to us.

 

Home Loans

As they say, "Home is where the heart is". So a home is always a dream for everyone. Don't let finances a hindrance in the same. We will not only help you get a home loan for your dream home, but will also help you plan how to get rid of it at the earliest.

 

Tax Saving Bonds

Dont let Capital Gains Tax eat away your profits. We will help you minimise your tax outgo with the help of 54E bonds. For any such investment need, you may contact us.

 

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Features

Family Account

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

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your profits & losses.

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Calculators

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Factsheet

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and their performance

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Focused Funds

Check out our recommended funds
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Market Views

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from the experts

E-Locker

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

What is a Mutual Fund ?

 

Why invest in Mutual Funds ?

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Market Views

Dear All,

 

Please click here for Monthly Equity & Debt Outlook Presentation – July 2022.

 

Key Events for the Month of June 2022:

 

  • Nifty (-4.8%) corrected sharply, as the markets got worried due to hawkish Fed and recession concerns
  • The S&P 500 and Nasdaq corrected ~8%
  • The World Bank cut India's economic growth forecast for the current fiscal to 7.5% as rising inflation, supply chain disruptions and geopolitical tensions taper recovery 
  • RBI's MPC decided to hike the Policy Repo Rate by 50 bps to 4.9% in its June meeting
  • Gross NPA ratio of banks fell to six-year low of 5.9% in March: RBI
  • The CPI inflation rate for May 2022 cooled from the 8 year high in April and came in at 7.04% on the back of the base effect while WPI inflation surged to a record high of 15.88% in May
  • GST revenue collection for June was at Rs 1.44 lakh cr; up 56% year on year
  • Manufacturing PMI weakens to 53.9 in June due to rising input costs, inflation concerns
  • FIIs continued being net sellers in the month of June 2022 and were net sellers to the tune of -$6.4bn even as DII buying continued at +$5.9bn
  • Brent Crude was extremely volatile and touched ~$125/ barrel before correcting ~$110/ barrel

Dear All,

Please click here for Highlights of RBI’s Monetary Policy | June 2022.

Key Highlights:

  • MPC votes unanimously to hike repo rate by 50bps to 4.90%
  • The MPC has dropped the phrase “remain accommodative” from the stance
  • RBI increases FY23 inflation forecast by 100 bps to 6.7%
  • RBI retains FY23 GDP outlook at 7.2%
  • RBI is likely continue to withdraw excess liquidity in a calibrated manner over a multi-year time frame

Please click here for Monthly Equity & Debt Outlook Presentation – January 2022.

 

Key Events:

  • Nifty (+2.18%) gained 2% in the final week of 2021 after remaining under pressure in December due to incessant FII selling in India.
  • The MPC unanimously voted to keep the repo rate on hold, while maintaining the “accommodative stance” with a 5-1 vote. It reiterated its growth bias in policy as the Omicron variant poses risks for the global outlook.
  • India’s manufacturing PMI hit 10-month high in Nov at 57.6, a jump from 55.9 in October. However, PMI for services dropped moderately to 58.1 in November from a ten-and-a-half-year high of 58.4 in October.
  • GST revenue collected in December was over ? 1.29 lakh crore, 13 per cent higher than the same month last year.
  • Headline CPI print for November came at 4.91%. The surprise was driven by weaker than expected Food & Bev ex Vegetable inflation.
  • The central government’s fiscal deficit as of Nov end was 46.2% of the annual budget. Total receipts at November end were Rs13.78 trn
  • FIIs recorded the longest selling streak in last 10Y (26 days) with them being net sellers to the tune of -$1.7bn in Dec (YTD +$3.8bn) even as DII buying continued +$4.3bn (YTD +$12.7bn), driven by both MFs ($2.5bn) and Insurance (+$1.2bn)
Equity Market Outlook - October 2022 by Mr. Harish Krishnan
06/10/2022 13:23:59
Debt Market Outlook - October 2022 by Mr. Abhishek Bisen
06/10/2022 13:23:54
Equity Market Outlook - July 2022 by Mr. Pankaj Tibrewal
07/07/2022 15:47:20
 

Contact Us

Phone

9323881875 9422167441
Email Saurabh.nidhiinvestments@gmail.com
Address: Goregaon East,
Mumbai - 400097