Formed in 2008, with a formidable team of seasoned professionals who dreamt to be investors’ consultants rather than the populist investment consultants/ wealth managers/ asset planners/ financial consultants etc.

During the “incubation period” of the idea Nest-Egg, a lot of weight was put on the savings aspect of the portfolios. Our motherland has the best savings to GDP ratios globally, and we represent the masses whose females are undoubtedly the best nest egg managers, who can provide a helping hand even in the worst case scenarios.

Being the proud descendants of this rich heritage, the initiative to blend the rich culture of savings with the day to day changing dynamics (inflation, global economic and political scenarios, life style, education etc.), evolution of new information technology and investor friendly products for the society was taken by the team under the umbrella “Nest-Egg Consultants”.

A nest egg is generally earmarked for longer-term objectives, the most common being retirement, buying a home and education. It can also refer to money kept aside as a reserve to deal with unexpected emergencies such as a medical problem or urgent housing repairs. “Nest egg” has been used to refer to savings since the late 17th century. The term is believed to have been derived from the poultry farmers’ tactic of placing eggs – both real and fake – in hens’ nests to induce them to lay more eggs, which meant more income for these farmers.

In an era of constantly changing and volatile financial market, investors need a qualified, trained and unbiased professional to assist them in achieving their short term and long term investment goals.

At Nest-Egg our utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.

We have more than a decade of experience in the financial services sector. We offer technology based services to our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs. We focus at being the most reliable, prompt and efficient provider of financial and insurance services. We endeavor to be one stop financial supermarket and to be of immense help to our investors and provide help regarding tax solutions, retirement planning, wealth creation and insurance management.

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.