Chetan Narendra Jani|AMFI Registered Mutual Fund Distributor ARN-75066

SIP Calc

Rule of 72

Monthly SIP Power:

₹10k/mo→₹1.25 Cr+

Compounding @ 14% CAGR

NIFTY 50

+1.24%

24,850.30

Market Live

Equity 10-Yr CAGR+15.8%

Target Asset Mix

Equity Funds70%

Debt & Gold30%

Retirement Goal78% On Track

Top AMCs Partnered18+ HOUSES

HDFC

SBI

ICICI

NIPPON

★★★★★

1,300+ Clients

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR • ARN-75066

Your trusted financial partner

Nilkanth Investment offers solutions across mutual funds, disciplined SIPs, tax planning, and family wealth protection—delivering deep expertise, rigorous research, and disciplined execution since 2006.

Start investing today

20+

Years of Trust

Since 2006

1,300+

Happy Families

Goal-aligned Clients

18+

Partner AMCs

Top Fund Houses

13+ Yrs

Avg Client Tenure

Multi-Generational Trust

LIVE MARKET TICKER

BSE Sensex:77,264.51+330.92 (+0.43%)

NSE Nifty 50:24,175.65+84.80 (+0.35%)

Bank Nifty:57,496.30-13.65 (-0.02%)

Gold (10g):₹72,450+350 (+0.49%)

USD / INR:₹83.92-0.04 (-0.05%)

Crude Oil:$83.40-0.13 (-0.16%)

BSE Sensex:77,264.51+330.92 (+0.43%)

NSE Nifty 50:24,175.65+84.80 (+0.35%)

Bank Nifty:57,496.30-13.65 (-0.02%)

Gold (10g):₹72,450+350 (+0.49%)

USD / INR:₹83.92-0.04 (-0.05%)

Crude Oil:$83.40-0.13 (-0.16%)

BSE Sensex:77,264.51+330.92 (+0.43%)

NSE Nifty 50:24,175.65+84.80 (+0.35%)

Bank Nifty:57,496.30-13.65 (-0.02%)

Gold (10g):₹72,450+350 (+0.49%)

USD / INR:₹83.92-0.04 (-0.05%)

Crude Oil:$83.40-0.13 (-0.16%)

ESTABLISHED 2006 • 20+ YEARS OF TRUST

Our Experience, Skills & Expertise.
Your Financial Prosperity.

Dedicated to helping families and individuals make clear, confident, and rewarding investment choices.

Chetan Narendra Jani

AMFI Registered Mutual Fund Distributor ARN-75066

SEBI Registered Mutual Fund Distributor

Mahuva, Dist. Bhavnagar, Gujarat

20+ Yrs (Since 2006)

+91 96646 69037

+91 93280 26389

nilkanth3@yahoo.co.in

Today we live in a world where a lot of information is available for anything we search for through newspapers, television, and especially the internet. The same is true when we want to invest our hard-earned money.

What to choose from hundreds of available options and schemes? How much to allocate in each category? I, Chetan Narendra Jani (AMFI Registered Mutual Fund Distributor ARN-75066), guide you step-by-step to understand market trends, risk appetite, and asset allocation tailored specifically to your life goals.

Having navigated major market cycles since 2006—including the 2008 global crisis, economic shifts, and the 2020 pandemic lockdown—I have witnessed how markets recover and reach historic all-time highs. My objective is to help investors convert adversity into wealth-building opportunities with confidence.

VISION

Dream Big, Invest Right

“Let your dreams soar high — we help you make them a reality or fine-tune them into achievable, rewarding financial milestones.”

MISSION

De-jargonised Financial Freedom

“To streamline and simplify the investment process by de-jargonising finance, maintaining 100% transparency, and tailoring risk-aligned solutions for every investor.”

Our Core Values

The foundational pillars that guide our advisory services every day.

PROFESSIONALISM

To deliver professionally the best in all areas of operations with responsibility, punctuality, flexibility, and warmth.

AMBITION

Continuously upgrading ourselves to achieve bigger financial milestones for our clients and organization.

CONTRIBUTION

Adding consistent value to investors, thereby contributing to growth in the Indian economy and global market.

REWARDS

Ensuring our clients get maximum risk-adjusted returns and long-term peace of mind.

DIVERSIFIED FINANCIAL INSTRUMENTS

Investment Products & Assets

Tailored investment avenues matching your risk profile, liquidity needs, and wealth goals.

SEBI Compliant

Equity, Hybrid & Debt

Mutual Funds

Professionally managed portfolios across Equity, Flexi Cap, Small/Mid Cap, Hybrid, and Liquid schemes for optimal wealth creation.

Key Highlights

Systematic Investment Plans (SIP) starting at ₹500/mo

Tax Saver ELSS with potential 12-15% CAGR historical returns

Debt & Liquid funds for emergency cash reserves

Diversified exposure across Top 500 Indian Companies

Ideal For:Long-term compounding, wealth creation & tax saving

IRDAI Regulated

Term & Life Protection

Insurance Solutions

Customized pure term insurance, critical illness riders, and annuity plans from top-rated insurers for complete family financial security.

Key Highlights

Pure Term Insurance with high coverage ratio

Critical Illness & Accidental Disability Rider Add-ons

Retirement Pension & Annuity Plans

High Sum Assured Life Cover at Affordable Premiums

Ideal For:Family safety, income protection & life milestone security

RBI Compliant

Fixed Income

Company Fixed Deposits

High-yield AAA & AA+ rated corporate FDs offering superior interest rates compared to traditional bank deposits.

Key Highlights

Up to 1.5% - 2.5% higher interest rates than regular banks

Flexible payout options (Monthly, Quarterly, Cumulative)

Senior citizen interest rate benefits

Top rated instruments (CRISIL / ICRA AAA rating)

Ideal For:Regular monthly income & capital preservation

RBI Guaranteed

Sovereign & Government Bonds

Bonds

Sovereign Gold Bonds (SGB), RBI Floating Rate Savings Bonds, and 54EC Capital Gain Tax Exempt Bonds.

Key Highlights

100% Sovereign Government guaranteed security

Annual interest payouts + gold market appreciation

Tax-free capital gains on Sovereign Gold Bonds at maturity

Fixed tenure predictability & steady capital safety

Ideal For:Low risk investors seeking steady yields & capital safety

GOAL-ORIENTED FINANCIAL SERVICES

Services We Provide

End-to-end goal planning designed around your risk appetite, family milestones, and lifetime vision.

Retirement Planning

Essential

Strategic financial management to secure inflation-proof income for your post-retirement life.

Retirement planning is the process of planning and managing your short and long-term finances so that you maintain financial independence both during your working years and throughout retired life without relying on others.

Key Coverage & Planning

Inflation-adjusted corpus estimation

Systematic Withdrawal Plan (SWP) setup

Tax-efficient pension & dividend streams

Asset allocation shifting as retirement nears

Child's Future Planning

High Growth

Targeted investment buckets for higher education fees, global universities, and major milestones.

Parents are deeply invested in their child's aspirations. We design long-term compounding SIPs that ensure guaranteed funding for higher education, overseas college fees, and key milestones regardless of inflation.

Key Coverage & Planning

Higher education inflation calculation (10-12% p.a.)

Dedicated mutual fund portfolio per child

Insurance-backed education guarantee protection

Flexible milestone withdrawal mapping

Insurance Planning

Risk Shield

Comprehensive risk protection covering life, critical illness, health emergencies, and income loss.

Insurance planning protects you, your family, your business, and your accumulated assets against unexpected health or life events, preventing financial distress during emergencies.

Key Coverage & Planning

Human Life Value (HLV) analysis for adequate cover

Pure Term Life Insurance advisory

Family Floater Health & Super Top-up Insurance

Critical Illness & Accidental Disability riders

Loan Against Mutual Funds

Instant Liquidity

Quick digital liquidity without redeeming your investments or disrupting long-term wealth compounding.

Access fast liquidity for business expansion, medical contingencies, or personal requirements by pledging your mutual fund holdings. Enjoy seamless digital processing and fund disbursal within business days while your units remain invested and earning market returns.

Key Coverage & Planning*T&C Apply

Fast digital approval & disbursal within business days

Zero redemption needed — compounding stays 100% active

Competitive interest rates charged only on utilized amount

Flexible repayment options with zero pre-closure penalty

*Terms & Conditions apply. Disbursal & credit limits are subject to lender partner policies and eligible scheme pledging.

INSTITUTIONAL FINANCIAL PLANNING SUITE

Comprehensive Financial Calculators

Simulate SIP wealth, retirement cashflows, tax regimes, and goal targets with real-time math.

Investment Frequency:

Monthly SIP Amount:

₹

₹500₹10 k₹2 L

Expected Return Rate (p.a.):

5%12%25%

Investment Tenure (Years):

Years

1 Yrs15 Yrs35 Yrs

Optional Existing Lumpsum Saved Today:

₹

Estimated Future Wealth

₹50,45,760

Standard SIP₹50,45,760

Total Invested

35.7%

Est. Gains

64.3%

Total Invested:₹18,00,000

Estimated Wealth Gain:₹32,45,760

Wealth Multiplier:2.8x

Loading financial calculators...

OFFICIAL NILKANTH INVESTMENT APP

Mobile Investing App

Everything you need to track, manage and grow your mutual fund investments — all from a single mobile experience.

Superior charts and real-time NAV indicators

Execute orders & start paperless SIPs in seconds

Goal GPS tracking & personalized watchlists

Instant statements, capital gains & tax reports

Bank-grade biometric security & 2FA protection

Download the app

Available for Android & iOS smartphones

Scan to Download

Google Play Store

Nilkanth Investment App

Official Store App

Get on Google Play

ARN-75066 • AMFI RegisteredSEBI Compliant

3:08

👤

Hi, Investor

Welcome, let's start making investments

🔔

Current Portfolio Value

👁️

₹24,85,620

🕒 Last updated a few minutes ago

Today's Change▲ +₹3,860 (+0.82%)

🌱

Invested Amount

₹20,99,220

🔄

XIRR Return

19.2%

📊

Total Profit

+₹3,86,400

💰

Abs. Return

18.4%

Goal GPS74% Target

Child Education & Wealth Plan active and tracking on schedule

🏠Home

📊Portfolio

⚡Transact

🎯Goal GPS

☰More

FINANCIAL LITERACY VIDEO CAROUSEL

Educational Video Guides

Watch our quick video series on mutual fund investments, paperless e-KYC, and disciplined wealth building.

Mutual Fund Investment Made Easy

Nilkanth Investment • Official Guide

Shorts (1 Min)

Video 1 of 3 • Investment Basics

Mutual Fund Investment Made Easy

Learn how simple and paperless it is to start your wealth creation journey with Nilkanth Investment.

Key Learning Highlights:

100% paperless & fast investment setup

Personalized fund selection matching your financial goals

Start disciplined monthly SIPs from just ₹500

Video 1

Mutual Fund Investment Made Easy

Video 2

How to Complete Aadhaar-Based E-KYC for Mutual Funds | Step-by-Step Guide

Video 3

How to Complete NSE Registration on Nilkanth App | Step-by-Step Guide

CLIENT SUCCESS STORIES (7)

What Our Clients Say

Real feedback from individuals, educators, and professionals who built wealth confidence with Nilkanth Investment. Hover over any story to pause or click client photo to expand.

5.0

“I have been investing with Nilkanth Investment since 2013, and my experience has been excellent. Mr. Chetan Jani is highly professional, knowledgeable, and always approachable. He provides valuable and timely guidance whenever I need advice regarding my investments. His transparency, expertise, and client-focused approach have earned my trust over the years. I highly recommend Nilkanth Investment for professional and reliable investment guidance.”

Naimish Gajjar

Principal

Sheth M.N. High School, Mahuva

4.8

“As a banking professional, I closely understand financial risk, regulatory compliance, and the critical need for disciplined wealth growth. Mr. Chetan Jani's advisory at Nilkanth Investment stands out for its high integrity, rigorous fund selection, and deep market insight. He helped me structure a well-diversified mutual fund portfolio and tax-efficient strategies that perfectly align with my family's financial milestones.”

Shailesh Mehta

Authorized Officer

Shree Mahuva Nagrik Sahakari Bank Ltd, Mahuva

4.6

“Working in financial and tax consultancy, I see daily how crucial sound investment planning is for long-term security. Mr. Chetan Jani patiently guided me through risk-adjusted asset allocation, ELSS tax-saving funds, and goal-driven SIPs. Today, my portfolio is strongly diversified and steadily compounding. Nilkanth Investment is my most trusted partner for wealth management.”

Ketan Gandhi

Tax Consultants

Shubham Tax Consultants, Mahuva

4.9

“As an educator and school administrator, having a disciplined and transparent financial roadmap is vital. Since 2011, Mr. Chetan Jani has been managing our family's investments with utmost dedication. From funding children's higher education to planning a stress-free retirement via monthly SIPs, his patient guidance and regular reviews provide complete financial confidence.”

Vijay Devganiya

Principal

Municipal primary School No.9, Mahuva

4.5

“Running a retail business means cash flow fluctuates from season to season. Mr. Chetan Jani guided me on how to systematically channel business surplus into disciplined mutual funds and emergency liquid reserves instead of keeping idle bank balances. His practical advice has helped me build substantial long-term wealth and business stability.”

Paresh Ambaliya

Shop Owner

Shyam Video, Mahuva

4.7

“After decades of government service with the State Intelligence Bureau, capital safety, inflation-protected income, and stability were my foremost post-retirement priorities. Mr. Chetan Jani designed a customized Systematic Withdrawal Plan (SWP) in balanced mutual funds that delivers dependable monthly income while preserving capital. His professionalism and integrity are exemplary.”

Hitesh Pathak

Retired Intelligence Officer

Office of the State Intelligence Bureau, Gandhinagar

4.8

“Nilkanth Investment provided exceptional clarity and direction for our company's surplus funds as well as our family's long-term wealth creation. Mr. Chetan's customized asset allocation strategies, in-depth research on fund fundamentals, and proactive portfolio reviews give us complete peace of mind to focus on expanding our manufacturing business.”

Bhargav Valiya

Business Man

Shiva Polyplast Pvt. Ltd., Mahuva

5.0

“I have been investing with Nilkanth Investment since 2013, and my experience has been excellent. Mr. Chetan Jani is highly professional, knowledgeable, and always approachable. He provides valuable and timely guidance whenever I need advice regarding my investments. His transparency, expertise, and client-focused approach have earned my trust over the years. I highly recommend Nilkanth Investment for professional and reliable investment guidance.”

Naimish Gajjar

Principal

Sheth M.N. High School, Mahuva

4.8

“As a banking professional, I closely understand financial risk, regulatory compliance, and the critical need for disciplined wealth growth. Mr. Chetan Jani's advisory at Nilkanth Investment stands out for its high integrity, rigorous fund selection, and deep market insight. He helped me structure a well-diversified mutual fund portfolio and tax-efficient strategies that perfectly align with my family's financial milestones.”

Shailesh Mehta

Authorized Officer

Shree Mahuva Nagrik Sahakari Bank Ltd, Mahuva

4.6

“Working in financial and tax consultancy, I see daily how crucial sound investment planning is for long-term security. Mr. Chetan Jani patiently guided me through risk-adjusted asset allocation, ELSS tax-saving funds, and goal-driven SIPs. Today, my portfolio is strongly diversified and steadily compounding. Nilkanth Investment is my most trusted partner for wealth management.”

Ketan Gandhi

Tax Consultants

Shubham Tax Consultants, Mahuva

4.9

“As an educator and school administrator, having a disciplined and transparent financial roadmap is vital. Since 2011, Mr. Chetan Jani has been managing our family's investments with utmost dedication. From funding children's higher education to planning a stress-free retirement via monthly SIPs, his patient guidance and regular reviews provide complete financial confidence.”

Vijay Devganiya

Principal

Municipal primary School No.9, Mahuva

4.5

“Running a retail business means cash flow fluctuates from season to season. Mr. Chetan Jani guided me on how to systematically channel business surplus into disciplined mutual funds and emergency liquid reserves instead of keeping idle bank balances. His practical advice has helped me build substantial long-term wealth and business stability.”

Paresh Ambaliya

Shop Owner

Shyam Video, Mahuva

4.7

“After decades of government service with the State Intelligence Bureau, capital safety, inflation-protected income, and stability were my foremost post-retirement priorities. Mr. Chetan Jani designed a customized Systematic Withdrawal Plan (SWP) in balanced mutual funds that delivers dependable monthly income while preserving capital. His professionalism and integrity are exemplary.”

Hitesh Pathak

Retired Intelligence Officer

Office of the State Intelligence Bureau, Gandhinagar

4.8

“Nilkanth Investment provided exceptional clarity and direction for our company's surplus funds as well as our family's long-term wealth creation. Mr. Chetan's customized asset allocation strategies, in-depth research on fund fundamentals, and proactive portfolio reviews give us complete peace of mind to focus on expanding our manufacturing business.”

Bhargav Valiya

Business Man

Shiva Polyplast Pvt. Ltd., Mahuva

5.0

“I have been investing with Nilkanth Investment since 2013, and my experience has been excellent. Mr. Chetan Jani is highly professional, knowledgeable, and always approachable. He provides valuable and timely guidance whenever I need advice regarding my investments. His transparency, expertise, and client-focused approach have earned my trust over the years. I highly recommend Nilkanth Investment for professional and reliable investment guidance.”

Naimish Gajjar

Principal

Sheth M.N. High School, Mahuva

4.8

“As a banking professional, I closely understand financial risk, regulatory compliance, and the critical need for disciplined wealth growth. Mr. Chetan Jani's advisory at Nilkanth Investment stands out for its high integrity, rigorous fund selection, and deep market insight. He helped me structure a well-diversified mutual fund portfolio and tax-efficient strategies that perfectly align with my family's financial milestones.”

Shailesh Mehta

Authorized Officer

Shree Mahuva Nagrik Sahakari Bank Ltd, Mahuva

4.6

“Working in financial and tax consultancy, I see daily how crucial sound investment planning is for long-term security. Mr. Chetan Jani patiently guided me through risk-adjusted asset allocation, ELSS tax-saving funds, and goal-driven SIPs. Today, my portfolio is strongly diversified and steadily compounding. Nilkanth Investment is my most trusted partner for wealth management.”

Ketan Gandhi

Tax Consultants

Shubham Tax Consultants, Mahuva

4.9

“As an educator and school administrator, having a disciplined and transparent financial roadmap is vital. Since 2011, Mr. Chetan Jani has been managing our family's investments with utmost dedication. From funding children's higher education to planning a stress-free retirement via monthly SIPs, his patient guidance and regular reviews provide complete financial confidence.”

Vijay Devganiya

Principal

Municipal primary School No.9, Mahuva

4.5

“Running a retail business means cash flow fluctuates from season to season. Mr. Chetan Jani guided me on how to systematically channel business surplus into disciplined mutual funds and emergency liquid reserves instead of keeping idle bank balances. His practical advice has helped me build substantial long-term wealth and business stability.”

Paresh Ambaliya

Shop Owner

Shyam Video, Mahuva

4.7

“After decades of government service with the State Intelligence Bureau, capital safety, inflation-protected income, and stability were my foremost post-retirement priorities. Mr. Chetan Jani designed a customized Systematic Withdrawal Plan (SWP) in balanced mutual funds that delivers dependable monthly income while preserving capital. His professionalism and integrity are exemplary.”

Hitesh Pathak

Retired Intelligence Officer

Office of the State Intelligence Bureau, Gandhinagar

4.8

“Nilkanth Investment provided exceptional clarity and direction for our company's surplus funds as well as our family's long-term wealth creation. Mr. Chetan's customized asset allocation strategies, in-depth research on fund fundamentals, and proactive portfolio reviews give us complete peace of mind to focus on expanding our manufacturing business.”