PRIVATE WEALTH ADVISORY

Your Trusted Partner for Smarter Financial Decisions

Helping Individuals, NRIs, Business Owners and Corporates Build, Protect & Grow Wealth with Research-Driven Financial Guidance.

600+ CLIENTS
15+ YEARS
180+ STUDENTS
4.9★ RATED
★★★★★
4.9 from 600+ clients
Nikhil Dattatray Joshi
FOUNDER

Nikhil Dattatray Joshi

SEBI-aware practice

RECOGNISED BY Industry Peers

Numbers That Define Trust

A decade and a half of measurable, transparent outcomes.

600+
SATISFIED CLIENTS
15+
YEARS EXPERIENCE
21
FAMILIES ACHIEVED FINANCIAL FREEDOM
180+
STUDENTS TRAINED
11X
SELF PORTFOLIO GROWTH
₹1.5 Cr+
INSURANCE CLAIMS SETTLED

Who We Serve

Tailored financial guidance for every kind of investor.

Individuals
Families
NRIs
Business Owners
Cards
Professionals
Corporates
HNIs
Farmers

A trusted hand in wealth creation.

Nikhil Dattatray Joshi is a seasoned wealth strategist with 15+ years of expertise across equity markets, mutual funds, insurance and business consulting. His philosophy is built on three quiet principles: protect first, plan deeply, and let time compound the rest.

MISSION

"To help every family I serve build, grow and protect generational wealth — with clarity, integrity, and patience."

1
2009

Entered Capital Markets

Began studying equity markets with a focus on disciplined, long-term value investing.

2
2014

Built Personal Portfolio

Compounded personal wealth 11x through systematic strategies and risk management.

3
2018

Launched Advisory Practice

Started advising families and HNIs on tailored investment and protection solutions.

4
2021

Nepra Enterprises Founded

Formalised a holistic wealth firm — investments, insurance, training and consulting.

5
2024

600+ Clients & Mentor

Trained 180+ students and helped 21 families achieve true financial freedom.

Why Choose Nepra

Six promises that define the way we serve our clients.

Personalized Investment Planning

Every strategy is tailored to your goals, time horizon, and risk appetite — never templated.

Mutual Funds Expertise

Curated portfolios across equity, debt and hybrid funds, monitored and rebalanced quarterly.

Insurance Done Right

Health and life cover that actually protects — over ₹1.5 Cr in claims successfully settled.

Stock Market Training

Practical, mentor-led education for serious learners — online, offline and one-to-one.

Wealth Protection First

Our experts help you choose the right insurance and investment plans to keep your hard-earned money protected.

Business Consulting

7+ years guiding founders on cash flow, scale, and capital strategy for sustainable growth.

Why Nepra?

Not Sure Where to Start?

Are you confused about…

  • Which investment is right?
  • How much insurance is enough?
  • How should you plan your family's future?

We help you take informed financial decisions.

Why Clients Trust Nepra

Credentials, recognition and a track record you can verify.

16+ Years Market Experience

Since 2010

Trusted Advisory Practice

In business since 2018

AMFI Registered

Compliant & regulated

NSE / BSE Registered

Through Nuvama

Business Icon Award
Investor Awareness Programs
Radio Interviews
SCGT Leadership
Research Driven
Reference Based Business
Claim Assistance
Annual Reviews
Online Service Across India & Worldwide
Why Our Clients Stay

We don't believe in selling products.
We believe in building lifelong financial relationships.

Nikhil Joshi, Founder of Nepra Enterprises
Meet the Founder

Meet Nikhil Joshi

“To help every family create, grow and protect wealth with clarity, integrity and discipline — because people connect with people, not products.”

Engineering Graduate
MBA
Investing since 2010
Advisor since 2018

Our Solutions

Grouped around your needs, not around products.

Wealth Creation

  • Mutual Funds
  • PMS
  • AIF
  • MLD
  • NCD

Wealth Protection

  • Life Insurance
  • Health Insurance
  • Term Plans
  • Vehicle Insurance
  • Corporate Insurance
  • Keyman Insurance

Equity Solutions

  • Demat
  • Trading
  • Portfolio Review
  • Training

Business Financial Solutions

  • Corporate Planning
  • Employee Benefits
  • Financial Coaching

How We Work

A simple, clear flow — from understanding you to supporting you.

01

Understand

We listen first — to your goals, situation and priorities.

02

Analyse

Your risk profile, gaps and opportunities — assessed in depth.

03

Recommend

A tailored, research-led plan built around your needs.

04

Implement

We put the plan into action — cleanly and efficiently.

05

Review

Regular tracking, rebalancing and course-corrections.

06

Support

Ongoing guidance, annual reviews and claim assistance.

Outcomes, Not Promises

The impact of disciplined planning and informed investing, over 15+ years.

Long-term wealth growth

Guiding portfolios toward meaningful, compounded growth over time through disciplined, research-led investing.

Financial independence

Helping families work toward financial independence through disciplined planning and informed investing.

Support at claim time

Standing with families when it matters most, helping ensure rightful insurance claims are settled.

Relationships across India

Trusted by families, professionals and business owners across cities, professions and generations.

Learn to invest with conviction.

Our stock market training program has trained 180+ students from diverse backgrounds — engineers, doctors, business owners and homemakers — into independent, disciplined investors.

  • Mentor-led curriculum
  • Real portfolio case studies
  • Lifetime community access
  • Certification on completion
Enroll Now →

Online Cohorts

Live virtual classes from anywhere in India.

Corporate Programs

Custom curricula for organisations and teams.

One-to-One Coaching

Bespoke mentorship for committed serious learners.

Offline Workshops

Hands-on weekend sessions in select cities.

Group Mentorship

Small peer groups with weekly mentor reviews.

Wealth that outlives a single
generation.

We believe true financial freedom is not measured in numbers alone — it is the quiet confidence of knowing your family is protected, your goals are funded, and your legacy is secure for the generations that follow.

Create

Build wealth through disciplined, research-led investing.

Grow

Compound it over time with rebalancing and reviews.

Protect

Shield it with insurance, planning and contingency.

Frequently Asked

Honest answers to common questions about working with us.

Who does Nepra Enterprises serve?
We serve professionals, business owners, doctors, industrialists, HNIs and families seeking long-term wealth creation and protection across India.
How is the first consultation conducted?
Your first consultation is complimentary and conducted either in-person at our office or via a private video call — designed to understand your goals and current financial picture.
What is the minimum investment to start?
There is no fixed minimum. We design portfolios for SIPs starting from modest monthly amounts as well as lump-sum mandates for HNIs.
Are my investments regulated and safe?
All investments are routed through SEBI-regulated platforms and AMCs. Your funds always stay in your own demat or folio — Nepra never holds client money.
What does the stock market training cover?
It covers fundamentals, valuation, technical setups, portfolio construction, behavioural finance and risk management — taught through live markets.
How do you charge for services?
Our fee structure is transparent and varies by service — fixed planning fees, advisory retainers, or trail-based mutual fund commissions. Disclosed upfront, always.
Our Philosophy

Every Financial Decision Matters.

Book a
Financial Discussion.

A relaxed, no-obligation conversation with Nikhil and his team — to understand your goals and how disciplined planning can help. No pressure, no sales pitch.