We Are A Trusted Company With 15+ Years Of Experience

We believe that wealth and wealth creation should always have a positive impact on one’s life.Our Investor charter describes our vision, mission and responsibilities towards investors.


  • High quality wealth management for everyone

    We’re on a mission to democratise wealth management. Our experts build and manage sophisticated global investment portfolios designed to help grow your wealth and reach your goals.

  • Client Centrist Approach

    All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

  • Right Experience & Skills

    We have over 15+ years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

  • Value Added Services

    Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.




Why Invest via Fundz Nest?

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...


Our mission is to educate the population of the country into financial literacy by bringing all stake holders in one platform, thereby bringing about a unique mix of social , education and business cause into one common theme in this platform, making it win-win for all the stake holders.


To make every Indian an "informed" Investor and help achieve his "Financial Goals" by offering services of credible and qualified Financial Distributors and Distributors.
To establish financial advisory as a respectable profession by equipping Indian Financial Distributors with a face on the web with universal visibility and access and helping them create their own Brand Identity
To channelize the household savings into right financial instruments not only to bring about financial literacy among the population, but in the process also make the country grow its GDP through the benefit arising out of the sectoral growth of financial services industry with increased awareness and resultant business growth.
To perform it profitably so that we can have a robust innovation pipeline and thus continuously provide the platform ready to offer Financial Solutions which helps the Indian Financial Markets to mature and compete globally.


Our goal is to conect yhe investor's need with the features of various scheme and recommend a portfolio accordingly , so as to suggest most appropiate or suitable to investor's current situation.

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