Our services February 6, 2020

Our Services

NiveshX Genesis
The Ultimate Beginner’s Bootcamp

A complete transformation for someone who’s never traded before. From “What is a stock?” to placing your first trade — this bootcamp is the perfect launchpad for aspiring investors and traders.

01
Learn the Foundations

A guided, jargon-free journey into the world of investing — with tools, tasks, and mentorship.

  • Stock market basics
  • Risk management
  • Technical and fundamental overview
  • How to avoid beginner mistakes
  • Your first trade with us
02
360° Wealth Management

From budgeting to legacy — our end-to-end financial planning services are designed to put you in control of your wealth, with an expert at your side.

  • Personal Financial Planning
    Customized wealth blueprints tailored to your life stage and lifestyle.
  • Insurance Planning
    Life, health, and critical illness planning to protect what matters.
  • Goal-Based Investing
    Planning for retirement, children’s education, home, vacations, and more.
  • Estate Planning
    Wills, succession, and trust structures to secure your legacy.
  • No commissions. No conflicts. 100% client-first approach.
03
Stock Advisory Services (Launching Soon)

We’re gearing up to offer exclusive stock market advisory services, backed by deep research, compliance, and years of trading experience.

  • Data-backed stock research
  • SEBI Registered Research Analyst insights
  • Investment themes and actionable reports
  • Portfolio advisory for various risk profiles
Ready to Take the Next Step? Choose your journey
1
Explore Courses
2
Book Free Wealth Consultation
3
Join Advisory Waitlist
What We Offer Your Benefits
Why Choose Nivesh Capital?

Certified expertise (CMT, CFTe, QPFP, SEBI RA) Advice you can trust Holistic approach (courses + planning + advisory) One-stop solution Real-life mentorship, not just theory Practical results Transparency & compliance Peace of mind Community + tools + systems Ongoing support

financial
Certified Expertise, Trusted Advice

CMT, CFTe, QPFP, & SEBI RA-certified professionals guide you with proven strategies—no guesswork, just data-driven and regulatory-compliant insights.

investment
Holistic Wealth Solutions

From courses + financial planning + advisory, we’re your one-stop solution—bridging the gap between theory and real-world results.

mentorship
Real Mentorship, Not Just Theory

Get 1:1 consultations, rule-based trading systems for beginners, and live learning sessions—because success needs hands-on support.

transparency
Transparency & Peace of Mind

No hidden agendas. We prioritize compliance, risk management, and a results-driven approach—so you trade with confidence.

community
Lifelong Community & Tools

Join a network of traders, access exclusive tools, and enjoy ongoing support—we’re with you at every step of your financial journey.

WHAT PEOPLE SAY
Client Testimonials