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What We Offer

Our Services

Financial planning, tax optimization, P2P lending, and loan against mutual funds — tailored strategies to help you grow and protect your wealth.

Financial Planning

Comprehensive strategies to secure your financial future.

Financial Planning
Tax Planning

Tax Planning

Maximize your savings and streamline your tax process.

Peer-to-Peer Lending

Access innovative lending solutions with high returns.

Peer-to-Peer Lending
Loan Against Mutual Funds (LAMF)

Loan Against Mutual Funds (LAMF)

Get instant liquidity without redeeming your investments. With LAMF, you can pledge your mutual fund units as collateral and access funds within 24 hours while your portfolio continues to grow.

Key Benefits:

  • Stay invested — no need to redeem MF units
  • Quick disbursement (often within 1 working day)
  • Tax-efficient alternative to redemption
  • Flexible loan options (₹25,000 to ₹1 crore)
  • Attractive interest rates & multiple tenure choices

Ideal For:

Business expansion, emergencies, education, or any short-term cash requirement.

My Niveshak helps you check eligibility, compare lender options, and complete the process smoothly.