Sarva Nidhi Associates | Financial Planning & Tax Services in India
Financial advisor with portfolio analytics and market dashboards
Financial Planning & Tax Services

Your Finances,
Expertly
Managed.

Invest your time and energy in running your business. Leave the financial planning, tax filing, and wealth management to us.

500+
Families served
₹48Cr+
Under advisory
12+
Years experience
Mutual FundsHealth InsuranceFixed DepositsITR FilingTax PlanningNRI ConsultingWill WritingEstate PlanningSIP InvestmentsPension PlanningChild EducationHome LoansMutual FundsHealth InsuranceFixed DepositsITR FilingTax PlanningNRI ConsultingWill WritingEstate PlanningSIP InvestmentsPension PlanningChild EducationHome Loans
What We Offer

Comprehensive Financial
Services

Everything you need to grow, protect, and plan your financial future under one roof.

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Mutual Funds

Professionally managed, diversified portfolios aligned to your goals. Equity, debt, hybrid & ELSS options with SIP starting ₹500/month.

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Equity FundsDebt FundsSIP PlanningGoal-based
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Health Insurance

Comprehensive medical coverage with cashless treatment at 10,000+ hospitals. Individual, family floater & critical illness plans.

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IndividualFamily FloaterCritical Illness
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Fixed Deposits

Guaranteed returns up to 9.5% p.a. with flexible tenure from 7 days to 10 years. Tax saving FD & senior citizen benefits.

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High RatesTax Saving FDFlexible Tenure
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Life & General Insurance

Term life, motor, travel & home insurance from top insurers. Protect your family and assets with the right coverage at best premiums.

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Term LifeMotorTravelHome
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Will & Estate Planning

Legally sound will drafting, trust formation & succession planning. Ensure your wealth reaches the right hands, hassle-free.

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Will DraftingTrustSuccession
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NRI Financial Consulting

End-to-end India financial management for NRIs. NRE/NRO accounts, repatriation, property investment & tax compliance.

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NRI InvestmentsRepatriationTax
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ITR Filing & Tax Services

Fast, accurate ITR filing for salaried, self-employed & businesses. We find every legal deduction to maximise your refund.

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ITR FilingTax PlanningAudit Support
Why Choose Us

Accurate, Reliable
& Always There

We don't just manage numbers. We build trust.

Always On Time

Deadlines are commitments. Every filing, report, and milestone is delivered on schedule.

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Hard Working

Your financial wellbeing is our priority. We go the extra mile for the best strategies.

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24/7 Availability

Questions don't follow business hours. Reach us anytime when you need answers.

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100% Confidential

Your financial data is handled with absolute discretion and full compliance.

Client Stories

What Our Clients Say

★★★★★

Sarva Nidhi completely transformed my approach to financial planning. My SIP portfolio has grown by over 24% this year, and I finally understand where my money is going.

A
Amanda Lee
CEO & Founder, Crix
★★★★★

The ITR filing was seamless, done in one sitting. They identified deductions I had missed for years. I saved over ₹90,000 in tax this year alone.

A
Adam Cheise
Director, Dynamic Solutions
★★★★★

As an NRI, managing India finances was a nightmare. Sarva Nidhi handled everything, from investment accounts to repatriation. Responsive, knowledgeable, trustworthy.

R
Rajan Mehta
NRI Client, Dubai
Quick Answers

Frequently Asked Questions

We offer mutual funds, fixed deposits, health insurance, life insurance, ITR filing and tax services, will writing and estate planning, and NRI financial consulting, all from a single point of contact. We serve clients across India.
Call us on +91 93517 81706 or fill the form below. Our advisor will assess your risk profile and goals, then recommend suitable funds. SIP investments start from ₹500/month.
Yes. We handle ITR filing for salaried employees, self-employed professionals, business owners, and NRIs. We also identify missed deductions to maximise your refund legally.
Yes, completely free. Call +91 93517 81706 or submit a request and we will get back to you within one business day.
A Systematic Investment Plan (SIP) lets you invest a fixed amount in mutual funds every month automatically. It builds wealth through rupee cost averaging, reducing the impact of market volatility over time.

Ready to Secure Your
Financial Future?

Get personalised advice from our experts. First consultation is completely free.

Get In Touch

Request A
Free Quote

Fill in the form and we'll get back to you within one business day with a personalised plan.

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Location
Jaipur, Rajasthan, India