Where Savings Take Right Shape

Established in 2008, Nest-Egg offers transparent, client-focused financial services including mutual funds, insurance, equity, and fixed deposits.

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Why Us!

Explore the key reasons to trust our investment approach.

Capital Preservation
Capital Preservation

We prioritize safeguarding your hard‑earned savings.

Balanced Growth
Balanced Growth

Steady growth with inflation protection.

Goal Oriented
Goal‑Oriented

Every investment aligns with your financial goals.

Personalized
Personalized Allocation

Tailored to your risk tolerance and comfort.

Risk Avoidance
Risk Avoidance

We avoid high‑volatility, risky assets.

Principled Approach
Principled Approach

Disciplined, time-tested investment principles.

Capital Preservation
Capital Preservation

We prioritize safeguarding your hard‑earned savings.

Directors

Gaurang Sharma

GAURANG SHARMA

  • â–¸ Postgraduate Diploma in Financial Management (PGDFM), SIBM Pune.
  • â–¸ Chartered Financial Goal Planner, American Academy of Financial Management India (AAFM).
  • â–¸ Fellowship in Insurance, Insurance Institute of India.
  • â–¸ National Institute of Securities Market (NISM-MFD) Certification Series 5A.
  • â–¸ Moody's Analytics Award in International Wealth Management (AIWM).
Naman Sharma

NAMAN SHARMA

  • â–¸ Postgraduate Diploma in Financial Management (PGDFM), SIBM Pune.
  • â–¸ Certified Financial Planner (CFP) Certification, Global Excellence in Financial Planning.
  • â–¸ National Institute of Securities Market (NISM-MFD) Certification Series 5A.
  • â–¸ Moody's Analytics Award in International Wealth Management (AIWM).
  • â–¸ Passed Level I of CFA.
Dharmendra Gared

DHARMENDRA GARED

  • â–¸ Postgraduate Diploma in Business Management (PGDBM) in Finance and Marketing, Balaji Institute of Modern Management (BIMM) Pune.
  • â–¸ National Institute of Securities Market (NISM-MFD) Certification Series 5A.
  • â–¸ National Institute of Securities Market (NISM) Securities Operations and Risk Management Certification Series 7.

Our Legacy

A journey built on trust, innovation, and commitment through the years.

1990
Foundation

Our story began with a vision to deliver quality and excellence in every step.

2005
Expansion

We grew across regions, embracing technology and customer-first approaches.

2020
Innovation

Adapting to modern challenges, we lead with sustainability and innovation.

About Us Image

About Us

At NestEgg Services, we specialize in helping you secure your financial future with personalized investment strategies tailored to your goals.

We understand that preserving capital while achieving growth is key to long-term financial success. Our expert team ensures your portfolio is well-balanced, risk-optimized, and growth-focused.

Our primary objective is to preserve capital while ensuring consistent growth to combat inflation over time.
Investments are carefully selected to align with your long-term financial goals and risk tolerance.
We avoid high-risk, volatile assets and focus on stable, goal-driven investments that ensure steady growth.
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Services

Variety of services we offer to our customers.

Mutual Funds
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Mutual Funds
Equity
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Equity
Insurance
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Insurance
Fixed Deposit
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Fixed Deposit
SIP Calculation
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SIP Calculation
Plan Retirements
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Plan Retirements
FAQs

Mutual Fund - Frequently Asked Questions

A mutual fund is a type of investment vehicle that pools money from multiple investors to purchase a diversified portfolio of securities such as stocks, bonds, or other assets. Managed by professional fund managers.

You invest by buying shares of the fund, representing your ownership in the portfolio. The fund manager uses pooled money to purchase securities in line with the fund’s objective.

  • Equity Funds: Invest in stocks.
  • Bond Funds: Invest in bonds.
  • Money Market Funds: Short-term debt investments.
  • Balanced Funds: Mix of stocks and bonds.
  • Index Funds: Track specific indexes.
  • Sector Funds: Invest in specific economic sectors.

  • Diversification: Reduces risk with varied securities.
  • Professional Management: Experts manage investments.
  • Liquidity: Easy to buy and sell shares.
  • Accessibility: Low minimum investment.
  • Convenience: Simple process with minimal expertise needed.

  • Market Risk: Affected by market fluctuations.
  • Credit Risk: Risk of bond issuer defaulting.
  • Interest Rate Risk: Value changes due to rate fluctuations.
  • Management Risk: Depends on fund manager's decisions.
  • Liquidity Risk: Difficulty selling certain assets quickly.

  • Investment Objective: Match with your goals.
  • Risk Tolerance: Based on your comfort level.
  • Time Horizon: Duration of investment.
  • Fund Performance: Analyze past returns.
  • Fees and Expenses: Consider overall costs.
  • Fund Manager: Evaluate their track record.

  • Research: Identify suitable funds.
  • Open Account: Through a broker or fund house.
  • Invest: Lump-sum or systematic plan.
  • Monitor: Track progress regularly.

Tax efficiency depends on the fund type and holding duration. Equity funds held over a year may enjoy lower capital gains tax. Some funds aim to minimize tax impact.

  • Expense Ratio: Annual management fees.
  • Sales Load: Charges for buying/selling shares.
  • Redemption Fee: Early withdrawal charges.
  • 12b-1 Fees: Marketing and distribution costs.

  • Fund's Website: Regular updates provided.
  • Financial News Sites: Use platforms like Morningstar.
  • Brokerage Statements: View performance reports.
  • Annual Reports: Detailed fund insights.

What Our Clients Say

Client
Manas Ranjan Rath
“Good Professionals, Highly Oriented with Client Expectations & Milestones Achievements.”
Client
Anand Sathe
“Very sound, instrument led expertise all in one, catered to my planned needs and advice fund requirements.”
Client
Sujit Akhouri
“Professionally very efficient and good at their job, impeccable service and suggestions.”
Client
Kapil Singh
“The right people to keep your money safely invested.”
Client
Prem C Khandelwal
“These guys are amazing, have excellent knowledge and provide faster and accurate service.”
Client
Rakshit Garg
“A wealth creator, a friend and an unbiased advisor.. the team at Nestegg is all you need to grow your savings. Great job guys 🔥”
Client
Ashish Shrivastava
“A very good company who genuinely advise for Investment and financial services.”
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Our main aim is to provide advisory solutions, keeping in mind client's short term and long term goals by using various tools of asset allocation and financial planning, and we take a reasonable amount of care whilst doing this.
Get In Touch

19 Vivek Nagar, ICICI Bank Lane, Station Road, Jaipur, Rajasthan 302006

+91 9929556525

services@nesteggservices.in

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