Trusted Financial Advisory

Smart Strategies for Growing Wealth

Your one-stop destination for comprehensive Investment, Wealth Management, and Insurance Solutions. Empowering your secure and successful financial future.

25+ Yrs Excellence
₹500Cr+ Assets Managed
10k+ Happy Clients
Navriks Financial Wealth Management
+18.4% Avg Annual Returns
100% Secure SEBI Registered
About Navriks Finserv
About Us

Empowering Your Financial Future

At Navriks Finserv (A Unit of Udani), we believe that financial empowerment is the cornerstone of a secure and successful future. With decades of combined expertise, we manage a vast portfolio of assets, servicing clients worldwide.

We are your dedicated partner for navigating complex financial landscapes, ensuring every decision is aligned with your ultimate goals.

Our Mission

Minimize Risk
Maximize Gains
Create Wealth
Protect Futures
Plan Your Future

Financial Calculators

Total Value of Investment

11,61,695
Invested Amount6,00,000
Est. Returns5,61,695

Total Value of Investment

3,10,585
Invested Amount1,00,000
Est. Returns2,10,585

Total Value of Investment

15,81,695
Invested Amount9,56,245
Est. Returns6,25,450

Annualized Return (CAGR)

20.11 %
Absolute Return150 %
Profit1,50,000

Final Portfolio Value

4,34,554
Total Withdrawal3,00,000
Meet Our Mentors

Leadership & Partners

Alex Sterling

Alex Sterling

Keynote Mentor

A visionary with decades of experience in finance and wealth management, leading with trust and integrity.

David Chen

David Chen

Managing Partner

Brings a sharp strategic mindset and a deep understanding of market cycles to drive innovation.

Sarah Jenkins

Sarah Jenkins

Senior Associate Partner

Spearheads research-driven investment strategies and portfolio design with analytical acumen.

Principles

Our
Core Values

These guiding principles shape everything we do, ensuring we deliver excellence and build lasting trust with our clients.

Client-Centricity

Tailored solutions for long-term growth.

Integrity & Trust

Transparency and highest ethical standards.

Excellence

Reliable, high-quality financial solutions.

Research-Driven

In-depth analysis for smarter decisions.

What We Do

Our Services

Financial & Investment Planning

  • Goal-Based Investment Strategy
  • Child Education & Marriage Planning
  • Retirement Solutions

Wealth Management

  • Risk-Aligned Portfolio Construction
  • Dynamic Asset Allocation
  • Regular Portfolio Rebalancing
Offerings

Product Suite

Mutual Funds

Mutual Funds

Equity, debt & hybrid fund strategies designed to build compound long-term wealth.

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Portfolio Management Services

Portfolio Management

Personalized active management for HNI investors seeking risk-adjusted growth.

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Alternative Investment Funds

Alternative Investments

Private equity, hedge funds, and structured alternative investment avenues.

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Specialized Investment Funds

Specialized Funds

Targeted sectorial & thematic investment vehicles tailored for high-conviction strategies.

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Life Insurance

Life Insurance

Term life protection and savings-linked insurance policies securing your family's future.

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General & Health Insurance

Health & General Insurance

Comprehensive health, motor, property, and corporate risk protection coverage.

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Global Investment Services

Global Investments

Access global stock markets & international assets to diversify geographical risks.

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Fixed Deposits & Bonds

Fixed Deposits & Bonds

Capital protection with high-yield fixed returns & corporate bond investment options.

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Send Message

Let's Talk

We welcome your interest in our financial management services. Please provide your details here, and our team will connect with you to discuss tailored solutions in wealth management, investment planning, and portfolio growth.

Office Address

35/655, G T Road, Behind Rishi Medical,
Upper Bazaar, Chirkunda, Dhanbad
Pin - 828202

Phone Number

+91 92882 10200

Email Address

support@navriks.com

Need Investment Guidance?

Let’s Talk

support@navriks.com Schedule A Meeting