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Founded by IIM Alumni

Expert Tax Filing & Financial Planning Starting ₹299

Professional tax return filing, strategic tax planning, unclaimed recovery services, and comprehensive financial planning by IIM Alumni experts. Get your ITR filed from just ₹299.

File ITR Now Our Services
Tax Filing Services
Tax Savings

ITR Filing from ₹299

Our Expert Services

Comprehensive financial solutions tailored to your needs, backed by IIM Alumni expertise

IT Filing & Tax Planning

Comprehensive income tax return filing and strategic tax planning to optimize your tax liability and ensure compliance.

  • ITR Filing
  • Tax Optimization
  • ELSS Planning
  • Tax Saving Instruments
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Financial Planning & Education

Comprehensive financial planning services including education planning, retirement planning, and goal-based investments.

  • Goal-Based Planning
  • Child Education Fund
  • Retirement Corpus
  • Investment Strategy
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Recovery of Unclaimed Investment

Professional assistance in recovering your unclaimed investments and insurance policies from various financial institutions.

  • Unclaimed Mutual Funds
  • Dormant Bank Accounts
  • Lost Insurance Policies
  • Share Recovery
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Recovery of Unclaimed Insurance

Specialized services to help you recover unclaimed insurance benefits and maturity amounts from insurance companies.

  • Maturity Claims
  • Death Benefits
  • Surrender Value
  • Bonus Recovery
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Diagnosis of Investment & Insurance

Professional review and analysis of your existing investment and insurance portfolios to identify gaps and opportunities.

  • Portfolio Analysis
  • Risk Assessment
  • Performance Review
  • Optimization Report
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Will & Asset Transfer

Legal documentation and planning services for will preparation, asset transfer, and estate planning to secure your family's future.

  • Will Preparation
  • Asset Documentation
  • Succession Planning
  • Legal Compliance
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Litigation Funding

Financial support and guidance for investment-related legal disputes and recovery proceedings through expert legal partnerships.

  • Legal Case Funding
  • Expert Legal Guidance
  • Recovery Assistance
  • Dispute Resolution
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What Our Clients Say

Hear from our satisfied clients about their experience with our tax filing and recovery services

Our Expert Services

Comprehensive financial and legal services designed to secure your financial future and protect your assets.

Expert Tax Planning & ITR Filing

Complete tax solutions

from ₹ 299
Basic ITR filing starting at ₹299
  • Single Form 16 processing
  • Single House Property calculation
  • Savings A/C Dividend inclusion
  • Income Tax planning New vs Old Regime
  • Free consultancy on IT Notice
  • Refund Consultancy
Get Started
Popular

Financial Planning & Education

Achieve your financial goals

from ₹ 899
  • Short-term & long-term financial planning
  • Higher Education planning for children
  • Comprehensive Retirement Planning
  • Medical Emergency fund planning
  • Best investment options per income
  • Expense analysis and optimization
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Recovery of Unclaimed Investments

Free consultation on recovery

Free Consultancy
Pricing depends on case complexity
  • IEPF Claims
  • Duplicate share certificates
  • Share transmission services
  • Unclaimed Provident Fund
  • Unclaimed Insurance policies
  • Unclaimed Mutual Funds
  • In-operative Bank Deposits
  • Litigation Consultancy
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Will, Asset Transfer & Post Demise Service

Free will consultancy

from ₹ 3,999
  • Legal team assistance for will preparation
  • One-to-one consultation sessions
  • Peace of mind for you and family
  • Smooth asset transfer to loved ones
  • Post demise family support services
  • Complete legal documentation
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Litigation Funding

Property dispute financial assistance

Free Consultancy
Funding depends on case details and legal documents

Our Litigation funding service supports property disputes, providing financial assistance to ensure rightful ownership, clear title and fair settlements effectively and efficiently.

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IIM Alumni Expertise

All services delivered by our team of IIM Alumni professionals.

Transparent Pricing

No hidden charges. Clear pricing structure for all our services.

Expert Consultation

Free initial consultation to understand your specific needs.

Frequently Asked Questions

Find answers to common questions about our services and investment solutions

We offer comprehensive financial services including IT Filing & Tax Planning, Financial Planning & Education, Recovery of Unclaimed Investments & Insurance, Diagnosis of Investment & Insurance portfolios, Will & Asset Transfer services, and Litigation Funding for property disputes.

Our pricing varies by service: Tax Planning & ITR Filing starts from ₹299, Financial Planning & Education from ₹899, Will & Asset Transfer from ₹3,999. Recovery services and Litigation Funding offer free initial consultations. We believe in transparent pricing with no hidden charges.

NiveshSakha is founded and managed by IIM Alumni, bringing world-class business education and expertise to your financial planning. We offer specialized services like unclaimed investment recovery and litigation funding that most advisors don't provide. Our approach is comprehensive, covering everything from tax planning to estate planning.

We have expertise in tracking unclaimed mutual funds, dormant bank accounts, lost insurance policies, and share certificates. Our team follows up with financial institutions, handles paperwork, and guides you through the recovery process. We have successfully helped clients recover lakhs of rupees in unclaimed investments.

The timeline varies by service: ITR Filing is completed within 7-15 days, Financial Planning reports are delivered within 2-3 weeks, Recovery services can take 2-6 months depending on the institution's response, and Will preparation typically takes 15-30 days. We keep you informed throughout the process.

Getting started is simple! Call us at 9892382050, send a WhatsApp message, or fill out our contact form. We offer a free initial consultation to understand your needs and recommend the best services for your situation. Our team founded by IIM Alumni will guide you through every step of the process.

Get in Touch

Ready to optimize your taxes and secure your financial future? Contact our expert team for personalized tax and financial planning advice.

Phone

9892382050

Email

support@niveshsakha.com

Office

Serving clients across India

Data Security & Privacy

Your privacy and data security are our top priorities

Secure Data Handling

All client data is handled with utmost security using industry-standard encryption and secure storage protocols. We comply with all applicable data protection regulations.

Privacy Protection

Your personal and financial information is strictly confidential. We never share client data with third parties without explicit consent, ensuring complete privacy protection.

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