Nivesh Global

Nivesh Global

We Are An Established Investment Consultants And Fund Management Group That Seeks To Add Value For Our Clients Through The Delivery Of Outperformance Over Medium To Long Term. We Believe In THE POWER OF ACTIVE MANAGEMENT – Expertly Delivered For Your Long-Term And Short-Term Goals, Mindful Of Your Risk Constraints And Committed To Your Needs, As Financial Advisors, Professional Fund Selectors And Consultants.

At Nivesh Global, Our Clients Are At The Centre Of Everything We Do – We Understand That Our Success Means Making Sure That Our Products And Services Meet The Unique Needs Of Each Of Our Clients. We Work With Our Clients To Clearly Identify Their Needs And Then Deliver A Best In Class Solution That Not Only Meets Those Needs But Reduces Complexity.

Nivesh Global renders the services in managing the "Real Estate & Wealth business”. In order to keep a track on these services; we developed cloud based software by the name of "Sales Funnel" Sales Funnel is an effective customer relationship management as it will cater and enhance all aspects of customer interface from sales to the customer service. Through our CRM, it becomes simpler and faster to maintain a healthy relationship with the existing clients and can easily develop a relation with the new clients.

Sales Funnel a “Customer Relationship Management”, play a major role in managing the list of the clients along with the conversation details had with the clients. There are various advance features which ensures you about an authenticity of the data maintained and help them in organizing the follow up actions date wise.

The management can easily assign the roles and duties while using the CRM of Sales Funnel and can keep a track on each of an employee by viewing the monthly reports, Daily reports, complete work detail, pending work detail etc. It functions in a transparent manner which imparts the crystal image of the working of the company.