21 yearsin investment solutions
17 yearsin mutual funds & protection
Your family’s goals, invested with discipline.
My Shubh Nivesh is a Hisar-based team of AMFI-registered Mutual Fund Distributors. Since 2009, we have helped 1,000+ families invest for education, a home, retirement and legacy, and we review every plan with you each year.
Or explore 12 free calculators →
AMFI-registeredNISM & IRDAI certified teamHisar · clients across India
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- 21+Years in investment solutions
- 17+Years in mutual funds & protection
- ₹300+ CrAssets under management
- 1,000+Families served
- 4.9★Google rating · 107 reviews
60-second Money Check
How ready is your family’s money?
Six quick taps. You get a readiness score across savings, safety and protection, and three clear next steps.
An educational self-check, not a recommendation. Your answers stay on this page and are not stored.
Find your path
What does your stage of life need?
About My Shubh Nivesh
Experience you can lean on. A process you can see.
Our team brings 21 years of experience in investment solutions. Since 2009, as My Shubh Nivesh, we have served families in Hisar and across India with mutual fund distribution and protection solutions. Every relationship follows the same four steps.
- Understand your goalsWe begin with your family’s plans and timelines, never with a product.
- Diagnose with Financial Horoscope™See which goals are funded today and where the gaps are.
- Invest and protectMutual funds, insurance and loans arranged to fit your roadmap.
- Review every yearLife changes, so we revisit the plan with you at least once a year.
Services
One relationship for every part of your family’s money.
Financial calculators
Twelve calculators. One clearer picture.
Adjust the sliders or type a number. Charts update instantly, and every result is illustrative.
Our signature diagnostic
See where your money is really taking you.
Financial Horoscope™ brings your income, investments, protection and goals into one roadmap: where you stand today, where you need to be, and how to get there. It is planning based on your data, not astrology.
- Know yourcurrent position
- Discoveryour gaps
- Get yourroadmap
- Pursueyour dreams
Leadership
The people you will actually talk to.
Rubal Shridhar
Founder & Managing Director
Ex–Wealth Manager, ICICI Bank · MBA (Finance) · IIM Calcutta (EP) · NISM · APMI · AAFM India · IRDAI · TRPS
Abhishek Shridhar
Director – Financial Horoscope™
M.Tech · NISM · IRDAI · AAFM India (AFGP, CRGP)
Monika Shridhar
Director – Operations
MBA (Marketing) · NISM · IRDAI
Manisha Shridhar
Head of Administration & Technology
M.Tech (IT) · NISM · IRDAI
Client stories
Rated 4.9 by 107 families on Google.
“It helped me understand exactly where I stood in my financial journey—one of the most important journeys in life.”
“By fine-tuning my existing investments and following a structured financial roadmap, all my financial goals could become achievable.”
“Financial Horoscope™ gave me clarity, direction and renewed confidence in my financial future.”
“The kind of analysis they have done by keeping inflation and other factors like maintaining the same lifestyle etc is totally applauding.”
“He explains each and everything in the simplest manner, listens to you and provides solutions as per the need of the person. Totally recommendable to all.”
“During the pandemic when the whole world was crashing down and one was getting worried what will happen to the investments, the Team of MyShubhnivesh was always there guiding and made me feel reassured.”
“They do not have any inhibitions to explain to you again and again and again.”
Learning Corner
Plain-English guides for family money decisions.
Short reads with worked examples, each linked to a calculator so you can try your own numbers.
Questions
Before you begin.
Still unsure? Message us on WhatsApp and a team member will answer.
Is My Shubh Nivesh registered?
Yes. Our team are AMFI-registered Mutual Fund Distributors (ARN-78859, ARN-129509, ARN-157400, ARN-218361 and ARN-270738), and hold NISM and IRDAI certifications. You can verify our ARN on the AMFI website.
Where is my money held?
Mutual fund units are allotted in your own name by the fund house. Your payments go directly to the fund house, and you can see every holding in your statements and on the client portal.
Can I track and invest online?
Yes. Log in to the client portal to see your full portfolio, or use Invest Online to start a SIP or a lumpsum from anywhere.
Do you work with families outside Hisar?
Yes. Our office is in Hisar, and we serve clients across India by phone, video and WhatsApp.
How often is my plan reviewed?
At least once a year, and whenever something important changes, such as a new job, a child’s admission or a property purchase.
How does My Shubh Nivesh earn?
As AMFI-registered Mutual Fund Distributors, we receive commission from fund houses on the regular plans our clients invest in, as disclosed under SEBI and AMFI rules. We do not charge a separate advisory fee for mutual fund services. Ask us any time and we will show you what we earn on your investments.
What is Financial Horoscope™?
Our goal-based diagnostic that shows where you stand, where you need to be and how to get there. It is planning based on your financial data, not astrology, and projections are estimates, not guarantees.
Visit or call
Let’s begin your family’s plan.
Book a no-obligation portfolio review at our Hisar office, over a call or on video.
282, 2nd Floor, Sector 9-11,
Hisar, Haryana 125001
helpdesk@myshubhnivesh.com
itr@myshubhnivesh.com