The Journey to Keshav Nivesh
Keshav Nivesh Financial Advisors is a financial planning firm specializing in tailored financial planning, portfolio creation, and investment management services for individuals and families. Alongside personalized investment solutions, we offer a broad range of services, including health insurance, life insurance, general insurance, travel insurance, and corporate deposits, among others.
At Keshav Nivesh Financial Advisors, we are dedicated to helping clients achieve their financial goals and secure their financial future. Our mission is to provide comprehensive, customized asset and portfolio management solutions that prioritize our clients' financial objectives, risk tolerance, and long-term aspirations. By building and managing diversified financial portfolios, we strive to establish lasting relationships based on trust, integrity, and transparency, delivering both superior investment performance and peace of mind.
About Founder & CEO
Kashyap Gajjar is an accomplished mutual fund distributor with over a decade of expertise in financial services. As a trusted financial advisor, Kashyap has dedicated his career to guiding individuals and families toward achieving financial security and long term goals through personalized and comprehensive financial planning, investment management, and strategic wealth preservation.
With a holistic approach, he understands that true financial planning means aligning strategies with each client's unique values and goals. Known for his clarity in simplifying complex financial ideas, Kashyap has empowered numerous clients from all walks of life to confidently make informed financial decisions, establishing himself as a thought leader in accessible financial literacy and sustainable wealth-building.
About the Management
Jagdish Gajjar, Lead Advisor & Mentor
With over 35 years of profound experience in the insurance industry, Jagdish Gajjar brings unparalleled expertise and insight as a mentor and senior advisor. A veteran specialist in life insurance, health insurance, and general insurance, he has helped clients from all backgrounds protect their assets, secure their health, and ensure peace of mind for themselves and their loved ones.
His vast industry knowledge, coupled with his genuine commitment to clients' well-being, has established him as a trusted advisor who prioritizes tailored solutions and long-term security. His mentorship and guidance serve as a foundation for our commitment to ethical and client-centric services as well as proactive protection strategies.
AMC partners we work with
