Mutual Fund Distributors · India & NRIs worldwide
Since 2009, helping families invest with discipline.
My Shubh Nivesh is a Hisar-based team of AMFI-registered Mutual Fund Distributors. We help families invest for education, a home, retirement and legacy, and we review every plan with you each year.
AMFI-registeredNISM & IRDAI certified teamHisar office · clients across India and abroad
- 21+Years of team experience in investing
- 17+Years as My Shubh Nivesh, since 2009
- ₹300+ CrMutual fund assets serviced
- 1,000+Families served
- 4.9★Google rating · 107 reviews
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, across India and NRI families abroad 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.
Find your path
What does your stage of life need?
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
Ex–ICICI Bank · MBA (Finance) · IIM Calcutta (EP) · NISM · APMI · AAFM India · IRDAI · TRPS
Abhishek Shridhar
Executive Director – Financial Horoscope™
M.Tech · NISM · IRDAI · AAFM India (AFGP, CRGP)
Monika Shridhar
Head – 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
Money questions every family asks, answered with real numbers.
5-minute reads, each with a worked example and a calculator to try your own numbers.
Questions
Before you begin.
Still unsure? Message us on WhatsApp or call, 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.
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 or abroad?
Yes. Our office is in Hisar, and we serve families across India and NRI families overseas by phone, video and WhatsApp. Some fund houses limit investments from certain countries, such as the US and Canada, so we check this for you first.
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 Mutual Fund Distributors, we receive commission from fund houses on investments made through regular plans. This is already included in the scheme’s expense ratio, and we do not charge you a separate fee. Ask us any time and we will explain it for your own 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, or over a call.
282, 2nd Floor, Sector 9-11,
Hisar, Haryana 125001