"AMFI-Registered Mutual Fund Distributor"

Welcome To Vivek Finserve

Vivek Nagpal is an ace personal financial professional. He has more than 18 years of experience across banking, broking & mutual funds. He has worked with large institutions managing public & institutional money, to name a few, Kotak Mutual Fund, DSP Investment Managers, Franklin Templeton, Sharekhan, etc.

Vivek is a B.E in Mechanical Engineering & an MBA specializing in Finance. He has conducted more than 100 investor programs bringing awareness amongst investors about personal finance. He has conducted training sessions for MFDs.

Our Services & Products

Mutual Funds

Mutual funds are a type of certified managed combined investment scheme that gathers money from many investors to buy securities. Mutual funds are identified by their principal investments.

Health Insurance

A health insurance plan that covers critical illness means you can insure yourself against the risk of serious illness in much the same way as you insure your car and your house.

Fixed Deposit

Fixed Deposits are deposits where a particular sum of money is invested for a fixed duration. The duration of Fixed Deposits is flexible. It can range from 7 days to 10 years.

Goal Planning

Goal Planning is the first step in successful goal achievement. It marks your first point toward success.

Tax Planning

Tax planning ensures savings on taxes while simultaneously conforming to the legal obligations and requirements of the Income Tax Act, 1961.

Retirement Planning

Retirement plans are a definitive way of ensuring that your current lifestyle is maintained years after you stop working.

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