Invikraft Finserve is a trusted personal finance firm founded by Saumit Nayak - a Certified Financial Planner (CFP) and seasoned finance educator with over two decades of hands-on experience across financial services, insurance, academia and investor education. At Invikraft, we combine advisory expertise with practical education to help individuals and families make clear, confident financial decisions.
We believe financial independence starts with understanding. That's why our approach is simple, transparent and goal-driven: we diagnose today's financial realities, design plans tailored to your life goals, and equip you with the knowledge and discipline to stay on track. Whether you're investing online, planning taxes, securing the right loan, or building long-term wealth through PMS/AIF and mutual funds, our focus is on practical, compliance-first solutions that improve financial outcomes.
Our mission is to empower and guide at least 100 clients towards achieving an Individual financial portfolio of 100 Crores.
Our vision is to be a trusted wealth management firm, offering unbiased, personalized solutions that prioritize our clients' best interests.
Saumit Nayak, Founder of Invikraft Finserve, is a Certified Financial Planner (CFP) and accomplished personal finance educator with over two decades of experience across financial services, insurance, and investor education. His expertise is built on a strong academic foundation, including an MBA in Finance, LLB, and advanced certifications from NISM and the Insurance Institute of India.
Having trained and led teams with renowned institutions such as Aviva Life Insurance and SBI Life Insurance, he brings deep industry insight and a disciplined, client-first approach to financial advisory. As an empanelled Trainer with the NSE Training Academy, he actively conducts investor awareness programs, financial literacy initiatives, and professional training workshops across India.
Driven by the belief that informed decisions create lasting wealth, he has guided 400+ investors and 50+ families toward clarity, confidence, and financial independence. Through Invikraft Finserve, he continues his mission to elevate financial literacy and deliver transparent, goal-driven financial solutions built on trust and long-term value.
Associate of the Insurance Institute of India
Branch: Life
Diploma No: A/47078
Registration No: 06178151
" Invikraft Finserve - Where Financial Knowledge Meets Wealth Creation. "
