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Why invest through us

 

We are one of the India's online Mutual Fund investment platforms with an objective to cater to the emerging needs of our clients.

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There is no membership fees

We are not charging any fee to our customer for any mutual fund investment (Lump sum and or SIP) done through our website/platform. None the less, we get a small fee- commission-  from the AMCs for the investments done through our platform.

 

Authenticity

Mrs Jyoti Wakade is an AMFI registered mutual fund distributor (ARN-58988) and an IRDA licence holder for Life, General and Health Insurance having an experience of more than 14 years.

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Paperless process

We are in a mutual fund distribution business providing paperless investment services and support to our clients & prospectus through phone calls and emails and different online options. We are operating from Mumbai but available across the World through 100% online platforms.

 

How are we different from others

As an AMFI registered mutual fund distributor having experience of more than a decade we provide 100% online investment service , portfolio check at anytime through mobile app or login page with online transaction facility as per your convenience.

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How to start

You have to follow three simple steps – Contact us or sign up / download our app
1) Create the login Id & password,
2) Fill the basic details and open your account with BSE Star MF,
3) Check your KYC. If not verified, you have to do this online by uploading few documents.

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Meet The Team

 

NEEVESH Financial Services

Neevesh Financial Services is a one stop shop for all financial products in personal financial space. The financial services firm has started in 2009 by Founder and Director Mrs. Jyoti Wakade. We offer distribution of financial services for all financial products like Mutual funds, Life Insurance, Health Insurance, General Insurance, Govt bonds and other fixed income products.

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Jyoti Wakade

Founder &  Director

 

Mrs. Jyoti Santosh Wakade is a M.Com graduate and CFP. As an Exbanker she has an experience of 16 years into the business of Insurance and distribution of investment products. She is AMFI registered mutual fund distributor  and IRDA license holder for Life and General and Health Insurance.

Manali Sawant

Operations

 

Mrs Manali Sawant is a M. Com. graduate having 20 years of rich experience in banking operations. She is an AMFI registered mutual fund distributor. Currently handles all operations and training.

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Aditi

Aspiring Talent

 

Ms Aditi ,  a B.Com graduate pursuing her CA. An aspiring associate with us in admin and operations

Prashant Kanvinde

Associate

 

Mr. Prashant is a B.Com graduate. He is an AMFI registered mutual fund distributor having 7 years of experience in mutual fund distribution. Apart from mutual fund distribution Mr. Prashant is very active in creative field. Mr. Prashant handles all the creative part of Neevesh Financial Services.

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