Nikhil Thakur is an experienced business advisor with a distinguished career spanning over a decade.
His educational background includes a Bachelor's degree in Business Administration in Finance from Indira College of Commerce affiliated to Pune University specialising in Finance in the year 2008.
MBA in Finance from ASM IPS College affiliated to Pune University specialising in Finance in the year 2010 which complements his expertise.
He has passed AMFI Mutual Funds Distributors Certification Course, Portfolio Management Services Exam, and Social Auditor examination with distinction conducted by National Institute of Securities Market.
He has also cleared IRDA examination and is associated with LIC Of India & Bajaj Allianz Life Insurance.
After completing MBA, he joined I U Thakur Company Secretary firm.
He is founding partner of I U Thakur & Associates LLP Business Advisory firm incorporated in the year 2017.
Nikhil Thakur is empanelled with various Banks, NBFCs, Asset Management Companies, Insurance Companies as Business Associate, Business Partner.
His knowledge and insights are sought-after, earning him the status of a respected speaker at seminars organized by various business forums.
After completing MBA, he joined I U Thakur Company Secretary firm.
His firm provides various Business Advisory Services: Company Law, Corporate Restructuring, Loans, Listing of Securities on Stock Exchange, Investment Advisory Services, financial planning for individuals and Corporates.
He himself is a regular investor
Our mission is to give reliable, efficient, responsible financial products with deep research & analysis to our clients and help them create wealth. At NIT Finserv, we offer you a complete range of solutions that complement our advisory services. Our approach is to recommend you product solutions within your overall goals in an unbiased manner after evaluating various options available in the market.
We are AMFI Registered Mutual fund distributors, having around 15 years of Experience in Business Advisory, Investment and Financial sector. NIT Finservs aim is to provide all the financial and investment related services under a single roof with lowest possible cost, honest consultancy and excellent services.
We offer the complete range of financial products such as mutual funds, Portfolio Management Services(PMS) ,Alternative Investment Fund (AIF), Insurance, Bonds, products for Investment, corporate FDs Fractional Ownership in Real Estate, All types of Loans, Financial education etc . and guide you to choose the right financial products to help you achieving your financial goals. Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, IPO, Fixed Deposits, Insurance etc at a single place.
By using our 360 degree wealth management approach, we help our clients to identify their financial goals, develop strategic investment plans for creating, preserving and managing wealth and achieve results in their wealth management.
Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions
Our unique customized wealth management approach helps our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.
Our need-based and principled wealth management process helps our clients get unbiased authentic financial advice.
Our clients benefit from the expertise we have developed working one-on-one approach.
We spend more time with clients discussing about demystifying myths and clarifying their doubts. This will increase the awareness level on financial products for the clients.
Clear picture on your financial status where you are currently, where you have to go and how to go.
NIT Finserv is equipped with Certified financial advisor (CFP, NISM) who provide unbiased advice to busy working professionals to manage their money better.
Create, preserve and manage long term wealth and achieve your personal finance planning goals and objectives.
Determine the type and amount of insurance you need to protect yourself, your family and your assets.
Avoid costly mistakes, manage risk, save time, and improve your overall financial investment results.
Go through the maze of retirement options and put you on course for the retirement you've always dreamed of.
Improve the efficiency with which assets can pass on to your loved ones in the event of death.
A financial advisor gives professional advice based on your needs and helps you set measurable goals.
He helps you understand various financial instruments.
He reminds you to re-evaluate your financial situation periodically.
He assists you to start planning as soon as you can to draw up a financial plan which is practically achievable.
He recommends a plan yet empowers you to take charge of your financial health.
He keeps your interest in mind at all time.
He frees up your time so that you can concentrate on other important things.
One of the most neglected areas in personal finance matters is planning for one’s retirement. We have found that most individuals begin planning for it when they are in their 50s. Particularly, the “sandwich generation” have not only their young children to take care of but also their elderly parents, and hence end up postponing retirement plan still their twilight years. Individuals save for big ticket items ‐buying a house, car, planning for a vacation, etc. Yet, they tend to ignore that the most important time they’ll ever ‘buy’ in their lifetime is their retirement.
Most of people never have a perspective of ‘buying’ their retirement, but that is exactly what we should do when we allocate a certain portion of their income towards the retirement fund. How well we have planned for our client retirement will decide how peacefully will retire.
Start your retirement planning early to maximize investments through the power of compounding.
Optimum asset allocation is important for retirement planning. When you are young, your asset allocation should be mostly in equity, progressively shifting to debt as you near your retirement age.
Invest in SIP to harness the power of compounding and to create wealth from your regular savings. Increase your SIP investment amount with time.
Tax planning is a method by which one studies and avails of the deductions, exclusions, allowances and exemptions provided to him by the Government of India to save on his income tax. One needs to know which income tax slab he falls under. A careful study of the deductions available needs to be made and only those availed which makes one comfortable.
One needs to make time an ally and start planning for his taxes as early as possible and not wait until it is too late.
Comfort in tax planning basically depends on ones capacity to bear or tolerate risk. If one has a conservative bent more....
