Our Services

Your Comprehensive Investment Solutions

Custom-Tailored Financial Strategies for Every Investor

Stock Market

Currency

Commodity

Bonds

Real Estate (REIT)

We Offer Exclusive Services

01. Investment Advisory Services

We offer personalized investment advice, specializing in equity and options markets. Whether you're a seasoned investor or just getting started, our team develops customized strategies to suit your goals.

Service Highlights:

Portfolio Design & Optimization

Call and Put Option Strategies

Risk Management & Hedging Solutions

02. Taxation & Regulatory Services

Navigate the complex world of taxation with our expert advisory services. From direct and indirect taxes to regulatory compliance, we ensure you remain on the right side of the law while minimizing liabilities.

Service Highlights:

Tax Planning & Filing

Compliance with SEBI & RBI Regulations

03. Virtual CFO Services

For businesses seeking financial leadership without the need for a full-time CFO, we provide Virtual CFO services. This service offers expert financial management, strategic advice, and planning support.

Service Highlights:

Budgeting & Forecasting

Financial Risk Management

Reporting & Analysis

05. Training and Education on Stock Markets

At NM India Investment Advisers, we are committed to fostering financial literacy and inclusion. We offer educational content that breaks down complex financial concepts into easy-to-understand insights. We offer training and educational services on topics including

Global and Indian Stock Market Analysis: Keeping you informed of trends and opportunities in the equity markets.

Currency, Derivative, and Commodity Markets: In-depth training on how these markets operate and their impact on your portfolio.

Economic Updates and Financial News: Insights into global and local economic developments.

Stock Analysis: A balanced approach to both fundamental and technical analysis to identify valuable investment opportunities.

Financial Planning Tips: Simplified guidance on budgeting, saving, and investing for various life goals.

 

04. Retirement Planning

Secure your financial future with our robust retirement planning services. We create strategies that ensure a steady flow of income post-retirement while protecting your assets.

Service Highlights:

Pension Fund Allocation

Long-Term Portfolio Planning

Tax-Efficient Withdrawal Strategies