Loading

Developing personalize our customer journeys to increase satisfaction & loyalty of our expansion recognized by industry leaders.

Contact info
Phone: +91 98212 98901
Email: Support@niveau.in
Location: Goregaon East, Mumbai – 400063
Follow us
Login
Login

Mutual Fund

Home Products Mutual Fund
Mutual Fund

Grow Your Wealth with the Right Mutual Funds

As an AMFI-Registered Mutual Fund Distributor (ARN-69443), Niveau Financial Services helps individuals and families invest in mutual funds with clarity, structure, and discipline — choosing schemes rigorously aligned to your life goals, investment horizon, and risk comfort.

We believe in a conversation-first approach: understanding what you are trying to achieve before recommending any fund. We explain every option in plain language, keep our advice transparent, and stay with you through regular reviews and disciplined rebalancing.

SIP & Lumpsum Investing

Start a monthly Systematic Investment Plan (SIP) to build wealth gradually through rupee-cost averaging, or deploy a lump sum sensibly across suitable funds to balance capital growth, income, and stability.

Goal-Based Scheme Selection

Every rupee you invest should have a clear, well-defined purpose aligned with your financial milestones.

  • Retirement, child higher education, and wealth accumulation goals
  • Disciplined diversification across Large Cap, Flexi Cap, Mid Cap, Hybrid & Debt funds
  • Direct access to top schemes across 34+ leading AMCs empanelled with Niveau
  • Periodic portfolio reviews and rebalancing to keep your asset allocation on track
  • Seamless, 100% digital onboarding and transparent portfolio tracking

Our Solutions & Your Benefits

From your initial consultation through ongoing execution, our recommendations are tailored to help you build disciplined wealth with clarity.

[ 01 ]
Disciplined SIPs

Regular monthly investing that harnesses compounding over time.

[ 02 ]
Ongoing Reviews

Structured periodic reviews to keep your portfolio aligned with changing life goals.

[ 03 ]
Goal-Based Planning

Portfolios customized to your unique risk appetite and time horizon.

[ 04 ]
Transparent Guidance

Client-first recommendations with complete trail commission disclosure and zero product quotas.

How We Work With You

A structured, transparent client-first methodology — understanding your life priorities before matching you with any product.

  • Understand your goals, income patterns, family responsibilities, and time horizon
  • Formal risk assessment and suitability mapping before any fund is suggested
  • Implement recommendations with end-to-end digital paperwork and execution
  • Structured, periodic portfolio reviews and proactive guidance through market cycles
Regulatory Disclosure: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Book a Product Consultation

Frequently Asked Questions

Common questions regarding Mutual Fund. Still have queries? We are glad to help.

Yes. Niveau Financial Services is an AMFI-Registered Mutual Fund Distributor holding ARN-69443. We distribute mutual fund schemes from 34+ leading Asset Management Companies across India.
Getting started is simple and completely paperless. We begin with a brief discovery conversation and risk profiling, assist you with instant digital KYC, and recommend a personalized portfolio tailored to your goals.
You can start a Systematic Investment Plan (SIP) with as little as ₹500 or ₹1,000 per month, or make a lumpsum investment starting from ₹5,000 in open-ended schemes.
Taxation depends on the asset class (Equity vs Debt) and holding period. Equity funds held for more than 12 months qualify for Long-Term Capital Gains (LTCG) tax at 12.5% (above ₹1.25 lakh exemption), while Short-Term Capital Gains (STCG) are taxed at 20%. We guide you on tax-efficient structuring.

Our Products

Need-Based Advice

Need Help Choosing the Right Product?

Speak directly with our founding partners for an honest, goal-first consultation with zero product quotas.

+91 98212 98901
Request a Callback

Planning Calculators

Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Compliance
Portals & Tools
Our Offices
Registered Office:
271, Dhawalgiri, Megh Malhar Complex, Gen A K Vaidhya Marg, Goregaon East, Mumbai - 400063
Corporate Office:
Awfis, 5th Floor, Raheja Titanium, Outside Jogeshwari East Metro Station, Goregaon - East, Mumbai - 400063
+91 98212 98901 Support@niveau.in
Social Media
Download App
Get it on Google Play Download on the App Store
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
Niveau Financial Services
AMFI Registered Mutual Fund Distributor (ARN-69443) — Date of Registration: 2008-11-12 | Validity: 2028-11-21
EUIN: E072879
APMI Registered PMS Distributor: Under renewal process

Risk Factors — Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making the investment decision. Niveau Financial Services deals in Regular Plans only for Mutual Fund Schemes and earns a trailing commission on client investments. Disclosure of commission earnings is made to clients at the time of investments. Option of Direct Plan is available to investors offering lower expense ratio. We are not entitled to earn any commission on Direct Plans.

SIF / AIF Disclaimer — Investments in Specialised Investment Funds (SIF) or Alternative Investment Funds (AIF) are subject to market risks, including the possible loss of the principal amount invested. These funds are generally illiquid, entail higher risks than traditional mutual funds, and are intended for sophisticated investors only. Minimum investment in SIF: Rs. 10 Lakhs. Minimum investment in AIF: Rs. 1 Crore. Investors are strictly advised to read the Scheme Information Document (SID), Private Placement Memorandum (PPM), term sheet, and all associated risk disclosure documents carefully before investing. Past performance is not indicative of future returns.

PMS Disclaimer — Investments in Portfolio Management Services (PMS) products are not guaranteed or assured and returns are not being offered. Past performance of the portfolio manager is not an indicator of future results. All investments are subject to market risks, and investors must be aware that returns can be volatile and are not guaranteed. Minimum investment in PMS: Rs. 50 Lakhs. Please read the PMS Disclosure Document carefully before investing.

Insurance Disclaimer — Insurance is the subject matter of solicitation. The information provided on this website is for general informational purposes only and does not constitute insurance advice. Please read the policy terms, conditions, sales brochure, and exclusions carefully before concluding a sale. Niveau Financial Services acts as a corporate agent / distributor and does not underwrite risk or act as an insurer.

NPS Disclaimer — National Pension System (NPS) investments in equity (E) and corporate bond (C) asset classes are subject to market risks. The value of investments may fluctuate and there is no guarantee of returns. At least 40% of NPS corpus must be used to purchase an annuity at maturity. Tax benefits are subject to changes in applicable tax laws.

Niveau Financial Services makes no warranties or representations, express or implied, on products offered through the platform of Niveau Financial Services. We provide incidental distribution services only. For investment advice, please consult a SEBI-registered Investment Adviser. Niveau Financial Services accepts no liability for any damages or losses, however caused, in connection with the use of, or reliance on, its products or related services. Investments in securities markets are subject to market risks — read all related documents carefully before investing.
CIN: NA | Niveau Financial Services operates in compliance with SEBI, AMFI, APMI, IRDAI regulations. © 2026 Niveau Financial Services — All Rights Reserved.

Regulatory & Grievance Portals: FACTSHEETS STRESS TEST (For MID & SMALL CAP Fund) SEBI SCORES 2.0 SMART ODR AMFI India Statutory Disclaimer Privacy Policy Terms & Conditions
Chat with us