Assets Under Management
Happy Customers
Years Of Experience
Systematic and Customer Centric process to onboard clients.
We are registered with AMFI (Association of Mutual Fund of India) and IRDAI (Insurance Regulatory and Development Authority of India) to offer Mutual Funds, Life and General Insurance products.
We serve clients ranging from families, professionals to mid-sized business establishments spread across countries.
Assets Under Management
Happy Customers
Years Of Experience
Evaluate risk profile before considering investments in high-risk products. Assessment of risk tolerance score assists in determining asset allocation.
Identify financial goals to choose right investment solutions to help reach your goals faster.
We assist in creating customised investment solutions with the ability to tag investments with individual financial goal.
Dedicated team to monitor your portfolio and connect with you at regular intervals.
Trust, Honesty and Transparency is the framework of our value system. Discover our 3E approach towards managing your investments.
Allow clients to explore various investment options.
Empower clients with insights and knowledge to take appropriate investment decisions.
Offer online platform to execute and manage Investments.
We offer customised solutions of mutual fund schemes identified by our in-house research team. Our user friendly platform enables clients to buy and sell mutual funds online at a single click and consolidate their past and present investments.
Know More
PMS offers customized solution for high-net-worth individuals to invest in equity to meet specific investment objectives. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.
Know More
Alternative Investment Fund is a privately pooled investment vehicle that collects money from sophisticated private investors. AIFs are classified under three broad categories-viz: Category I AIF, Category II AIF and Category III AIF. Each category has different investment objective as per the definition of the category
Know More
Choose from multiple options offering guaranteed return products such as Fixed Deposits and Bonds to meet your short and long term goals.
Know More
Feel secured by opting for Life and Health Insurance products from leading Insurance companies towards protection and medical reimbursements.
Know More
We offer will writing services such as family will, private trust, probates, estate planning to ensure seamless transfer of your hard-earned assets.
Know More
4th Floor, Saraswati Foundation, Opp.P.N.Gadgil Store, Ram Maruti Road, Thane - 400602
I am incredibly pleased with Mr Bhupendra Naik's exceptional services in managing my family's mutual fund investments. His commitment to achieving substantial returns while minimizing risks is truly commendable. His extensive knowledge of the financial market is evident in the consistently impressive results he delivers.
What sets him apart is his dedication to our financial well-being. He takes the time to periodically review our portfolio, ensuring it aligns with our long-term goals. His strategic guidance has not only protected our investments but also allowed them to flourish. I have complete confidence in his expertise and professionalism, and I couldn't be happier with the financial security he provides. I wholeheartedly recommend him to anyone seeking a knowledgeable and trustworthy financial manager.
My financial advisor has provided me with excellent financial advice. Their skills and in-depth knowledge have been invaluable in enabling me to take sound investing decisions. The specialised techniques and personalised approach to my financial goals have produced outstanding results, making the financial planning process easy and pleasurable.
I am thrilled to share my positive experience with Naik Financials. Their expertise in portfolio management has been instrumental in streamlining my finances and strategically growing my investments. Thanks to their dedicated team, I now feel confident about a stable and prosperous financial future. Highly recommend Naik Financials for their outstanding service and professionalism.
I am Dr. Nikkhil Chitniis, an IVF specialist based in Thane with a wealth of experience spanning over 21 years.
Lately, I sought the expertise of Naik Financials to address my portfolio and wealth requirements. Over the past 6 months, I have been incredibly pleased with the remarkable returns I have received. The selection of funds has been executed with meticulous precision and thoughtful consideration.
I am particularly delighted with the personalized approach that Mr. Bhupendra Naik maintains with his esteemed clientele. He exemplifies professionalism and, moreover, has become a cherished friend.
I extend my heartfelt gratitude to the Naik Financial team for elevating our financial standing and providing exceptional wealth management services.
Naik financials website is a full investment management tool in itself. It is very user friendly and has very detailed daily updates. It also provides facilities to update your overall finance portfolio other than mutual funds and that makes it a one stop shop for my entire portfolio and also it helps Naik financials to have a better view to suggest optimisation opportunities for my investments, leading to more profitable portfolio.
In case of issues, the support is just a phone call away. Overall the website is super useful for me to have daily pulse of what is happening to my money.
