Mutual Fund Distribution
Portfolio Review & Rebalancing
Goal-Based Financial Planning
Risk Profiling & Asset Allocation
Investor Awareness & Guidance
Client Support & Tracking
About Us

Hi, I am Abhinav, an AMFI-registered Mutual Fund Distributor (ARN-800053) and the founder of Nav Investments™.

My journey with the stock markets began out of childhood curiosity, but turned into a serious pursuit in 2019. Over the past five years, I have explored the markets deeply—learning fundamental and technical analysis through books, courses, YouTube, and by studying successful investors.

To strengthen my foundation, I completed a Post Graduate Certificate in Financial Markets from IMI Kolkata & NSE Academy, and cleared 11 NISM and NCFM certifications, which gave me a structured understanding of investing and the financial world.

One key insight I’ve gained is this: wealth creation is less about finding opportunities and more about building the right temperament, mindset, and discipline.

With this philosophy, we launched Nav Investments™ in 2022 to help people build wealth through mutual funds and to spread awareness about investing discipline. What truly fulfills us is guiding our clients with the right direction, so they can confidently achieve their financial goals and move closer to financial freedom.

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Our Services

Our Value to You

Strategy

We help you define clear financial goals, craft a robust long-term goal based plan, and build a personalised portfolio to help fund your aspirations.

Behavioural Coaching

The real challenge isn’t building the plan — it’s sticking to it. We coach you to stay the course through all market cycles, economic headlines, fads, and fears.

Market Timing

We don’t chase tops and bottoms. We believe time in the market beats timing the market.

Portfolio Churning

We don’t reshuffle your portfolio to chase trends. Fads fade. Unnecessary activity often causes more harm than good.

Get-Rich-Quick Gimmicks

We don’t promise overnight wealth. Compounding takes time.

Our Philosophy

At the heart of everything we do is a deep commitment to trust, transparency, and long-term partnership.

We stand by these core principles:

Client-First Always

We keep your interests ahead of everything else —your interests are our utmost priority

Advice We Personally Follow

We only suggest what we do ourselves. If it’s not good enough for our portfolio, it’s not good enough for yours.

Educate & Empower

Our mission is to simplify finance, so you’re confident and in control of your financial decisions.

Data Confidentiality

Your information stays secure. We respect your privacy and treat your data with utmost care.

Financial Freedom for Life

We aren’t just building wealth — we’re guiding you towards true financial independence and peace of mind

Portfolio

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Guiding Your Financial Journey. That’s unbiased.
personalized.for every goals of life.

News

News From Resource

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Testimonials

Clients Feedback

Abhinav doesn’t just talk about investments—he helps you understand them. For the first time, I feel confident about my financial future.

Priya M.

I used to chase ‘hot tips’ and panic during market dips. Nav Investments™ taught me patience, discipline, and how to stay the course. My portfolio has never been calmer—or more consistent

Rajesh

From my child’s education fund to retirement planning, Abhinav mapped everything with clarity. No jargon, no pressure—just honest, goal-based advice

Anjali & Vikram

Professional

Finally, an advisor who puts my goals first—not sales targets. The regular reviews and simple explanations make all the difference.

Meera

Frequently Asked Questions

Who is behind Nav Investments™?

Nav Investments™ was founded in 2022 by Abhinav Dogra, an AMFI-registered Mutual Fund Distributor (ARN-800053). With a deep-rooted passion for financial markets since childhood, Abhinav has dedicated himself to mastering investment strategies through formal education—including a Post Graduate Certificate in Financial Markets from IMI Kolkata & NSE Academy—and 11+ NISM/NCFM certifications in equity, mutual funds, derivatives, and more.

We believe wealth isn’t built overnight. True financial growth comes from patience, discipline, and the right mindset—not just chasing high returns. At Nav Investments™, we focus on long-term wealth creation, risk-aware strategies, and aligning investments with your life goals.

Many people know about investing—but struggle to act consistently. We bridge that gap. Our role isn’t just to recommend funds, but to educate, guide, and walk alongside you—helping you stay disciplined through market ups and downs, so your goals (education, retirement, legacy) become reality.

Yes. Nav Investments™ operates under full compliance with SEBI and AMFI guidelines. Abhinav Dogra is a registered Mutual Fund Distributor (ARN-800053), and all recommendations are made with transparency, suitability, and your best interest in mind.

We serve individuals, young professionals, families, and business owners who value clarity, trust, and long-term planning. Whether you’re just starting out or looking to optimise an existing portfolio—we tailor our guidance to your stage of life and financial vision.

We earn trail commissions from Asset Management Companies (AMCs) as per SEBI norms—at no extra cost to you. There are no hidden fees, and we never receive upfront commissions that could bias our advice.

Financial freedom—defined by you. Whether it’s funding your child’s education, retiring with dignity, or building generational wealth, we’re fulfilled when your dreams move from “someday” to “achieved.”