Nihar Goyal

HappyRichFamily•Jaipur,RJ

T-1 , JEEVAN VIHAR COMPLEX, OPP. MAHALAXMI JEWELLERS, PANCH BATTI, MI ROAD, JAIPUR ,

Jaipur, RJ, 302001

T-1 , JEEVAN VIHAR COMPLEX, OPP. MAHALAXMI JEWELLERS, PANCH BATTI, MI ROAD, JAIPUR , Jaipur, RJ, 302001

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About

I am a finance professional with practical experience in wealth management and mutual fund advisory, working closely with clients to build disciplined, long-term investment solutions. I am currently pursuing my MBA at XLRI – Xavier School of Management, where I am strengthening my foundation in strategy, finance, and decision-making. I combine on-ground execution with structured management learning to deliver thoughtful, transparent, and value-driven financial advice.

Practice at a glance

Years of Experience

110

Families Served

₹24

Crores Managed

Practice Details

Min Monthly Investment:₹2,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Doctors, Founders & Entrepreneurs

Language Spoken:Hindi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-184260

IRDAI Licensed Insurance Agent (General)

ARN-184260

IRDAI Licensed Insurance Agent (Life)

ARN-184260

SIF Distributor (AMFI)

ARN-184260

Education

Formal Education

BTech – Bachelor of Technology, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Nihar Goyal.

Financial Goals Analysis

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Tax-Saving Review