Company Profile

The goal mantra of MyShubhNivesh.com is prosperity for all consistently. Here, we believe inour client prosperity. As we not only invest in money, we invest in long lasting customer relationship. If youare at Shubh Nivesh investment you are at the rightplace to grow your money and achieve your financialgoal.

Our only motto, is to help our clients in providingplatforms to generate wealth and create savingportfolio with ease. We help our clients to the best ofour knowledge to create portfolios as per their needand risk appetite.

MyShubhNivesh.Com is an investment advisory and management firm floated as a vibrant experienced personality, Mr. Rubal Shridhar having a vivid experience of being in this industry. Mr Rubal Shridhar is an Ex-Banker, Commerce Graduate & MBA (Rank Holder) with IRDA, AMFI & TRP Certified.

He started his corporate office at Hissar in 2009. Initially, He launched with Financial Planning and Investment Management adding up taxation and filing of Income Tax Returns, now for 15 years plus into Mutual Fund and other Investment products making him an all-rounder in investment planning. He is blessed with many qualities has a clear vision, ethical practice, amazing customer relationship & loyalty to business. Thus, he leads people to become an idol or mentor to inspire and help them to solve their financial problems and achieve financial success.


Vision

To help our clients genuinely and ethically in generating wealth and increasing savings for their future needs and dreams in life through various financial instruments.


Mission

To provide best in class financial services to our clients by providing wealth creation solutions, financial security solutions and taxation solutions through human interactions and technology platforms.


5 Pillars of our Organization


  • Customer: Most valuable and most important person in our business.
  • Service: Our commitment to provide service to our clients by the means of best of our knowledge and effort on time.
  • Learning: Continuously upgrading ourselves through knowledge, technology and best behaviour in human interactions.
  • Team: Equipping the team with right knowledge, business environment and tools to help our client continuously.
  • Processes: Setting up processes and systems and continuously improving them to create comfort and ease for clients and team for providing best in class services to our clients.

Team

Rubal Shridhar

Ex-Banker, Commerce Graduate & MBA (Rank Holder) with IRDA, AMFI & TRP Certified.

Abhishek Shridhar

Financial Analyst

Monika Shridhar

Operation Head

Manisha Shridhar

IT

Priyanka Arora

Relationship Officer

Harish Ahuja

Support & Service

Kavita

Operation

Sejal Goyal

Relationship Officer