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Helping Late Starters Catch Up Since 2002

From first-time earners to seasoned entrepreneurs, we turn ‘I wish I’d begun earlier’ into ‘I’m glad I began with Nath.

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Home / About Us
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Who We Are

Financial Consultants in Navi Mumbai

I am a graduate and have been working as a customer-focused financial adviser for more than 26 years. Over the years, I have built a strong foundation of trust and reliability with my clients by ensuring that every piece of advice I provide is relevant, practical, and up to date.

To achieve this, I follow a disciplined regimen of continuous self-study and actively participate in industry-level trainings and seminars. This commitment not only keeps me updated with the latest financial practices but also allows me to mentor my team effectively, helping them maintain the highest standards of excellence.

Today, Nath Investments proudly services thousands of policyholders with ease and efficiency, ensuring that their financial needs are met with the utmost care. While there are many in the market making false promises, our mission is to provide transparent, trustworthy, and professional financial consulting. We encourage individuals to make informed choices and choose only the best financial consultants in Navi Mumbai.

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98 %

Client retention over 5 years

23 L

Average claim settled every month

12.6 %

Average SIP CAGR (5-yr blended portfolio)

72 Hrs

Average turnaround from enquiry to plan activations

Our Origin Story

From One Family’s Fear to 2,500+ Success Stories

Our Milestones

Over 26 years of trusted financial advising, empowering thousands of clients in Navi Mumbai with transparent and professional guidance.

First 100 families insured

2002

Crossed ₹50 Cr AUM in mutual funds

2008

Launched “Wealth Map” framework (holistic allocation model)

2014

1,500th SIP client onboarded during lockdown via WhatsApp advisory

2020

Introduced AI-powered FOMO calculators & 24×7 WhatsApp bot

2025

Our Philosophy

At Nath Investments, we believe in providing transparent, trustworthy, and client-focused financial guidance. Our approach is rooted in understanding each client’s unique needs and delivering solutions that are practical, relevant, and sustainable. We prioritize long-term relationships built on trust, integrity, and continuous support.

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Protect

Life & Health cover lock today’s lifestyle.

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Grow

Disciplined SIPs in curated mutual funds

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Secure

Annual reviews + tax-smart switches.

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Legacy

Estate & succession guidance.

Our Mission & Vision

mission
Mission

Empower every Indian earner to protect, grow, and pass on wealth—without regret.

vision
Vision

By 2030, close India’s financial regret gap by helping 10,000 families start “today.

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Why Clients Switch to Nath

Gap with Typical Advisors How Nath Closes It
One-time policy push Ongoing Advisor-for-Life promise
No re-balancing Quarterly portfolio tune-ups.
Hidden costs Transparent, flat advisory fee
Slow claims help Dedicated claims desk, <48-hr response

Team

Meet the Core Team

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Yesterday’s best time is gone. Today’s still yours