About

Your Goals, Our Plan, Infinite Possibilities

I’m Nikunj Ganvit, an AMFI - Registered Mutual Fund Distributor, Personal Finance Professional & the Founder of Neeti Wealth.

The word “Neeti” comes from Sanskrit which means ethics & the right path. It reflects our philosophy, “An Ethical Way to Build Wealth,” and our commitment to build lasting wealth through ethical guidance, transparency & long-term relationships.

Our role is to simplify the complex, bring clarity in chaos, and walk every step with our clients as they pursue financial freedom. Whether you’re an entrepreneur, a salaried professional, or a family office—our focus is not just to manage wealth, but to preserve legacy and enhance peace of mind.

At Neeti Wealth, we believe that financial freedom is built through patience, disciplined investing, and the power of compounding.

0L +
Assets Under Management
0+
Investors Trust
0+
Financial Goals Planned
0+
Years of Building Relationships

Our Value to You

Strategy (10%)

We help you define clear long-term financial goals around your goals, risk profile, and long-term financial journey. Buy & Forget is a failed strategy- active, dynamic investing is the way forward.

Behavioural Coaching (90%)

The real challenge isn't building the plan - it's sticking to it. We coach you to stay the course through all market cycles, economic headlines, fads, and fears.

Our Investing Approch

Practice what you preach – We invest our clients money in similar investments where we have invested our own hard-earned money.

Services
Long-Term Wealth Creation

We don't promise overnight wealth. Compounding takes time. Focused on disciplined investing and sustainable wealth growth rather than short-term trends.

Market Timing

We don't chase tops and bottoms. We believe time in the market beats timing the market. Stay invested. Stay patient. Let compounding work. .

Technology-Enabled Investing

Powered by AssetPlus, we use a modern digital platform to provide a seamless, paperless, & transparent investment experience – making investing simple, efficient, and accessible.

Components of Goal Based Plan

I
I

Safeguarding Your Health, Income, and Loved Ones.

II
II

Clear Your Debt. Strengthen Your Financial Foundation.

III
III

Save with Purpose. Grow with Confidence. Think Long Term.

IV
IV

From Dreams to Achievements Through Disciplined Investing.

V
V

Preserving Wealth. Creating Lasting Legacies.

𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐄𝐱𝐩𝐞𝐫𝐭 𝐆𝐮𝐢𝐝𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐉𝐨𝐮𝐫𝐧𝐞𝐲

𝐍𝐢𝐤𝐮𝐧𝐣 𝐆𝐚𝐧𝐯𝐢𝐭
𝐍𝐢𝐤𝐮𝐧𝐣 𝐆𝐚𝐧𝐯𝐢𝐭
Founder & Personal Finance Professional

Testimonials

Dr. Jaimin Chavdhri
Dr. Jaimin Chavdhri
Senior executive Officer
google

Neeti Wealth helped me create a disciplined investment strategy aligned with my long-term goals.

Verified
Ritesh Patel
Ritesh Patel
Clerk
google

The paperless investment process and regular support make managing my investments convenient and hassle-free.

Verified
Dipikaben Thorat
Dipikaben Thorat
Teacher
google

Neeti Wealth genuinely cares about clients and provides trustworthy financial guidance with complete transparency.

Verified
client-0
client-1
client-2
client-3
client-4
client-5
client-6
client-7
client-8
client-9
client-10
client-11
client-12
client-13
client-14
client-15
client-16
client-17
client-18
client-19
client-20
client-21
client-22
client-23
client-24
client-25
client-26
client-27
client-28
client-29
client-30
client-31

FAQ’s

We offer Mutual Fund Investments, Goal-Based Financial Planning, Term Insurance, Health Insurance, and Income Tax Planning solutions. We don’t deal in direct stocks.
At Neeti Wealth, we manage money for a wide spectrum of clients—government employees, business owners, salaried professionals, retirees, single women, and NRIs. We believe in equal attention, not equal portfolios. That’s why we don’t discriminate based on the size of your initial investment.
No. You can start investing with a small amount through SIPs and gradually build wealth over time.
Are ready to take full ownership of their financial journey and stay committed to their long-term goals, believe in discipline, patience, and consistency as the real drivers of wealth creation, can tune out the short-term noise from media and markets, and stay focused on what truly matters.
We may not be the right fit for individuals who: Chase short-term returns or quick gains Constantly compare and crave higher returns, driven by fear or greed, Monitor their portfolios daily or weekly, expecting instant gratification. Believe platforms like Google, Moneycontrol, or ValueResearch can do a better job than a thoughtful, experience-led investment approach. Come from a finance background but struggle to let go of DIY investing or habitually second-guess structured guidance. Focus more on cost than the long-term value of expert support and disciplined decision-making We don’t have a minimum investment amount. But we do have a minimum philosophy requirement—our approach only works if you’re willing to stay the course. Real results begin to show after 5 years. If that sounds like forever, we’re probably not for you.
We believe long-term wealth creation is not about picking the “best” fund—in fact, fund selection contributes only about 5% to portfolio success. What truly matters is: The right asset allocation based on your goals and risk profile, timely rebalancing to stay on track, and focusing on the performance of the overall portfolio, not just individual funds. We’re here to help you build a disciplined, goal-based investment strategy—not chase top-performing funds that may change every year.
It truly depends on who you are and how you behave. While we guide every client based on their individual risk–return profile, the actual outcomes vary depending on how consistently they follow the recommendations. Historically, over a 10-year horizon, most of our investors have earned between 10%–15% per annum. But of course, past performance is not a guarantee of future returns. We focus on long-term, goal-based investing—not predicting numbers, but helping you stay the course to achieve them.
At Neeti Wealth, we believe in being upfront about what we don’t do—because great relationships are built on clear expectations. We don’t predict short-term market movements—because no one truly can. We’re focused on long-term wealth creation, not quick wins. We can’t make you rich overnight—real wealth takes time, patience, and discipline. We don’t actively trade or churn your portfolio—less activity, more compounding. 90% of the time, we don’t take action—because doing nothing is often the smartest thing to do. We prefer minimal interference once the plan is in place—because sound financial outcomes need consistency, not constant tweaking. We won’t chase you for investments—our relationship is like that of a doctor and patient: when you need us, we’ll go all out to help.
Nikunj Ganvit is an AMFI-registered Mutual Fund Distributor (ARN-248474). We earn commissions from mutual fund companies when we invest client money in regular plans. On average, we earn around 0.8% to 1% per annum (including GST) on the overall portfolio across equity, hybrid, and debt funds—for as long as the investments remain with us. We may also earn commissions from other financial products, but only if you choose to invest through us—and we’re always happy to disclose that information upfront, before proceeding. That said, commissions never influence our fund selection. We typically invest our own family money in the same funds we recommend to clients (subject to suitability), ensuring complete alignment of interest. At Neeti Wealth , our goal is simple: to grow with you—fairly, honestly, and transparently.
You can certainly manage your finances on your own. But just as athletes, business leaders, and professionals benefit from having a coach, many investors find that having an experienced financial partner helps them make better long-term decisions. Investing isn’t only about choosing the right mutual funds. It’s about staying disciplined during market ups and downs, planning for life’s important goals, managing risk, reviewing your progress regularly, and avoiding emotional decisions that can affect long-term wealth creation. At Neeti Wealth, we believe our role goes beyond managing investments—we aim to be your long-term financial partner. As Warren Buffett wisely said: “Partnership is not a legal contract between two equal individuals; it’s an emotional alliance between two people who are committed to each other’s success.” We couldn’t agree more. We believe in a true win-win partnership. When our clients achieve their financial goals, we consider that our greatest success. Nothing is more rewarding than seeing the confidence and peace of mind that comes from knowing your financial future is on the right path. There’s an African proverb we deeply believe in: “If you want to walk fast, walk alone. If you want to walk far, walk together.” Wealth creation is a journey measured in decades, not months. Along the way, markets change, life changes, and priorities evolve. Having a trusted guide can help you stay focused on what matters most. If you believe we could be the right partner for your financial journey, we’d love to begin by getting to know you. Shared values, mutual trust, and aligned expectations form the foundation of every successful long-term relationship. Take your time exploring our approach. If you have any questions, we’d be happy to help. Take your time. And if there’s still something unanswered, feel free to reach out to us anytime at connect neetiwealth@gmail.com

Contact us

Call Us

+91 9712175760

Write Us

neetiwealth@gmail.com

Visit Us

At. Post : Boriachh, Patel Faliyu , Ta. Vansda, Dist. Navsari, Gujarat, India - 396580

© Copyright 2026 All Rights Reserved @ Neeti Wealth

Developed by AJ Infosoft