Nishtha Group has established itself as a trusted leader in the financial services sector, offering a wide range of
solutions such as Mutual Funds, Equities, Derivatives, Insurance, Tax Planning, and more. As a National Distributor, our robust network and industry expertise position us as an ideal partner for individuals and organizations seeking franchise opportunities.
Advisor Transition Policy
In the event of an advisor’s:
We commit to the following:
1. Financial Support: We will provide 50% of the incentive or income derived from the advisor’s clients for their entire lifetime to the advisor’s legal heir or nominee.
2. Continuity of Service: Our goal is to ensure the highest quality of service for the advisor’s clients. We are dedicated to continuing and growing their business seamlessly.
3. Transition Assistance: We will assist the legal heir or nominee in understanding and managing the business in the absence of the advisor.
Our aim is to honor the advisor’s legacy while ensuring that clients receive consistent and exceptional service.
With a passion for finance and client servicing. Existing financial advisors looking to expand their product offerings.
Aiming to establish a profitable business in the financial sector.
To ensure we deliver outstanding results for our clients, we conduct comprehensive pre-research. Thiscprocess includes: Industry Analysis, Competitor Research, Client Needs Assessment,By leveraging this thorough pre-research, we ensure that our strategies are not only aligned with industry best practices but also customized to achieve exceptional results tailored to your specific objectives.