About Nirvana

Built on discipline. Guided by intent.

Founded by Siddharth and Unnati, Nirvana is a financial advisory firm built on a shared passion for investing, disciplined decision-making, and ethical advisory practices.

We aim to provide simple, transparent, and hassle-free financial guidance, helping individuals navigate their financial journey with clarity and confidence. Our advice is grounded in structured financial planning, long-term investing principles, and a deep understanding of individual goals.

We believe that achieving financial freedom is not about chasing short-term returns, but about following a thoughtful, disciplined, and systematic approach — tailored to each client's life stage, risk profile, and aspirations.

2025

Founded

7-step

NIRVANA Framework

19+

Fund house partners

AMFI

Registered distributor

The word Nirvana represents liberation — a state free from anxiety, attachment, and fear.

In the financial world, true Nirvana is freedom from market panic, from impulsive decisions, from uncertainty about the future, and from financial stress.

Nirvana Wealth Partners stands for wealth that creates peace — not pressure. It is not about chasing returns. It is about building calm, structured prosperity.

The People Behind Nirvana

Founded on conviction.

Co-Founder

CA Siddharth Patani

Chartered Accountant

Siddharth is a Chartered Accountant with experience across strong foundation in value investing and fundamental analysis, he brings a research-driven and analytical perspective to investment advisory.

His approach emphasizes understanding businesses, evaluating risk prudently, and aligning investments with long-term financial goals while ensuring tax efficiency and structural clarity.

Co-Founder

Unnati Patani

MBA Finance, FLAME University

Unnati is an MBA graduate in Finance and Entrepreneurship from FLAME University with over 6 years of experience in financial planning and client relationship management. She has worked with a diverse clientele, ranging from young investors starting their financial journey to High-Net-Worth Individuals (HNIs).

Her expertise lies in goal-based planning, investor behavior management, and ensuring clients remain disciplined and well-supported across market cycles.