2001
A sudden health scare left founder Shashi Nath Thakur wondering, “If something happened to me today, what happens to my family tomorrow?
From first-time earners to seasoned entrepreneurs, we turn ‘I wish I’d begun earlier’ into ‘I’m glad I began with Nath.
Who We Are
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.
Client retention over 5 years
Average claim settled every month
Average SIP CAGR (5-yr blended portfolio)
Average turnaround from enquiry to plan activations
From One Family’s Fear to 2,500+ Success Stories
Over 26 years of trusted financial advising, empowering thousands of clients in Navi Mumbai with transparent and professional guidance.
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.
Life & Health cover lock today’s lifestyle.
Disciplined SIPs in curated mutual funds
Annual reviews + tax-smart switches.
Estate & succession guidance.
| 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