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”.
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Nidhi Investments provide services mainly in, but not limited to, following areas
Its merely not about buying products. It's about assessing 3 things viz,
Where I am Today?
Where do I want to be (after a certain timeframe)?
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.