Health and wealth are two fundamental aspects of a fulfilling life. At our firm, we specialize in managing both, offering comprehensive solutions to ensure your well-being and financial prosperity.
Dr. Pankaj Mishra is the founder of Shubh Nivesh Wealth Management Services and Health Plus Homeopathic Clinic. With extensive expertise in both financial management and health, Dr. Mishra offers a unique blend of services to enhance your well-being and financial stability.
Dr. Pankaj Mishra is Central India's leading financial expert, corporate trainer, and speaker with extensive practical and theoretical knowledge of all asset classes. He started his financial business during his medical college life in 2006 when he founded Shubh Nivesh. Today, he is serving over 600 families, including NRIs, HNIs, businessmen, and individuals, in many areas such as risk analysis, wealth planning, important life goal planning (child education & marriage, retirement, etc.), productivity & financial management for employees, and health management, with an AUM of more than 100 crores across the world.
With over 18 years of experience, being a doctor, and having degrees like MBA (Wealth Management), MBA (Insurance & Financial Planning), CDIP (NSE), CFP, MDRT, and COT (USA), Dr. Mishra's strength has always been to work and serve the best for clients in all their needs. We deal in mutual funds, gold, life insurance, health insurance, bonds, FDs, real estate, equity, etc. We have been successful in understanding the needs and satisfying the clients with the most appropriate solutions and providing the best and latest software tools for online access.
With a team of 15+ members, we have achieved more than 90 awards and certificates.
Spread the concept of personal wealth planning & health planning to individuals & families in an unbiased, professional, and ethical manner.
Impart our advice and services to our clients with truth, transparency, and trust.
Our vision is to be the most preferred and trusted investment company globally and to be your expert friend forever as the first choice whenever you think of health and wealth planning.
To create a financially literate society, where individuals & families understand their financial resources which help them achieve their goals and aspirations, thus laying the foundation of a sound and healthy economy of our country at large.
Our mission is to be the most professional company which always thinks about their clients. We are solution providers as profession and not product sellers.
We are dedicated to offering solutions that are tailored to your needs, ensuring good health and long-term wealth creation. Our primary measure of success is your satisfaction. Having witnessed numerous highs and lows in the lives of those around us, we believe in the importance of planning for a better tomorrow. This conviction drives us to excel as financial experts. Our dual focus on health and wealth enables us to work towards our dreams of fostering a healthier and wealthier society.
We offer a comprehensive range of essential services, including:
