About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 2013, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our process structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Founder
Co-Founder
Co-Founder
Santtosh Koomar Mahapatra is a seasoned Wealth Management professional with close to two decades of extensive experience in Private Banking & Wealth Management set ups in Banking & Financial Services Industry. He believes in building relationship and helping clients to take an informed investment decisions by providing purely unbiased inv
Santtosh Koomar Mahapatra is a seasoned Wealth Management professional with close to two decades of extensive experience in Private Banking & Wealth Management set ups in Banking & Financial Services Industry. He believes in building relationship and helping clients to take an informed investment decisions by providing purely unbiased investment solutions.
Prior to founding Nirvesta Capital Fincorp he has served as Relationship Manager – Wealth Management at HDFC Private Banking, TATA Capital – Wealth Management, HSBC Premier & Motilal Oswal Private Wealth Management. He provides investment advice covering a range of areas to both HNI, Ultra-HNI and Corporate Clients. He is an MBA from Xavier Institute of Social Service (XISS) and a Science Graduate from Utkal University.
Co-Founder
Co-Founder
Co-Founder
After spending more than 15 years in Insurance & Financial Services, Sreenath believes in the mantra “Wealth is not overnight magic but has to be nurtured, cared & reviewed periodically with an expert”.
Before getting involved with Nirvesta, Sreenath has served as Hyderabad Area Head for Policy Bazaar and prior to that serving multiple cor
After spending more than 15 years in Insurance & Financial Services, Sreenath believes in the mantra “Wealth is not overnight magic but has to be nurtured, cared & reviewed periodically with an expert”.
Before getting involved with Nirvesta, Sreenath has served as Hyderabad Area Head for Policy Bazaar and prior to that serving multiple corporate and retail clientele of Kotak Life Insurance, TATA AIA Life Insurance, ING Life Insurance and Cholamandalam General Insurance companies with differing span of responsibilities. Sreenath comes with a Master’s in Business Administration (MBA) from ICFAI business school.
Partners
Co-Founder
Partners
We have partnered with reputed Financial Services Companies for providing the best of the products & services to meet your financial goals.