Empowering India's Financial Future
With over fifteen years in wealth management, NiveshStar helps individuals and families achieve their financial goals through disciplined, goal-based investing.
- Risk-adjusted investment strategies for consistent growth
- Comprehensive services: mutual funds, bonds, tax planning, retirement
- Personalised guidance — whether your portfolio is ₹10,000 or ₹1 crore
15+
Years of Experience
500+
Clients Served
₹1,000
Min. Investment
Our Story
Wealth beyond money. Progress for every Indian.
With over fifteen years of experience in the investment field, NiveshStar is dedicated to ensuring risk-adjusted, superior returns. Our deep expertise in the industry assures a positive impact on your portfolio — whether your investment is substantial or modest, we are here to support you every step of the way.
We offer a comprehensive range of services — retirement planning, children's future, tax planning, long-term wealth creation, and credit management — each designed to streamline and enhance your financial well-being.
In the future we are building towards, wealth goes beyond money. It encompasses holistic well-being and personal growth — a world where people are empowered to pursue their passions, leveraging technology for better outcomes. By making conscious choices today, we can shape a future of true progress and fulfillment.
Explore our plansOur Values
What drives everything we do
Risk-Adjusted Returns
We focus on delivering superior, risk-adjusted returns — not just chasing market highs. Every portfolio is built to grow steadily across market cycles.
Goal-Based Planning
From retirement to your child's education, every plan is rooted in your actual life milestones. Numbers serve your goals — not the other way around.
Transparent & Trustworthy
No hidden charges, no undisclosed commissions. SEBI-registered and fully compliant, we operate with complete clarity so you always know where your money goes.
Our Team
The people behind NiveshStar
A multidisciplinary team combining finance, accounting, and research — all aligned on one goal: your financial success.
Swati Goyal
Mutual Fund Advisor & Co-FounderAn MBA graduate and NISM-certified mutual fund distributor, Swati brings specialized knowledge paired with genuine personal care. She works closely with each client to transform financial aspirations into achievable milestones.
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CA Swati Agarwal
Chartered Accountant & Tax AdvisorA qualified Chartered Accountant with 11 years of professional experience across auditing, taxation, and financial reporting. She ensures every investment strategy is optimised for tax efficiency and regulatory compliance.
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Chirag Gupta
Portfolio Strategist & Co-FounderMBA (Finance) from IIM Bangalore, CFA charterholder, and physics researcher by training. Chirag brings a rigorous, data-driven lens to portfolio management — and a mission to democratise intelligent investing for every Indian household.
Connect on LinkedInReady to start your investment journey?
Talk to our team and get a personalized plan tailored to your financial goals.