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COMPANY PROFILE

NIRVI INVESTMENTS was commenced in the year 2015 with the sole motive of delivering unbiased financial guidance in the areas of Mutual Funds, PMS (Portfolio Management Service), Life Insurance, Medical Insurance Bonds and Corporate FD. We are innovative and service oriented Mutual Fund distributor with focus on our values of integrity and client goal first policy.

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In common parlance, we suggest products to our clients as per their need and the goals. While choosing the goals priority has been given to Indian consumer mindset, needs, expectations, necessity, lifestyle, sentiments and of course their dreams. Nirvi Investments is committed to its independence and works exclusively for the benefit of clients without any conflicting interests. It provides client centric services with full transparency and dedication.

We have a unique Client Centric Service Model to help clients to select the combination of various services required by them.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

Pragnaben Nitinbhai Patel AMFI Registered Mutual Fund Distributor – ARN-106645 | Date of initial registration – 28-10-2024 | Current validity of ARN – 27-10-2028

Nitin Babubhai Patel AMFI Registered Mutual Fund Distributor – ARN-321433 | Date of initial registration – 09-02-2025 | Current validity of ARN – 29-01-2028

AMFI Registered SIF Distributor – ARN-321433 | Date of initial registration – 30-08-2025 | Current validity of ARN – 19-05 2-28

Grievance Officer- Mrs. Pragnaben Nitinbhai Patel | pragna.nptl@rediffmail.com

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