About Us

Welcome to Nav Investments™

At Nav Investments™, we believe that wealth is not just created by chasing returns, but by cultivating patience, discipline, and the right mindset. I’m Abhinav Dogra, an AMFI-registered Mutual Fund Distributor (ARN-800053) and founder of Nav Investments™. My journey with the stock markets began with curiosity in childhood, and since 2019 I’ve pursued it with passion—studying fundamentals, technicals, and investment philosophies from some of the best minds in finance. To formalise this learning, I earned a Post Graduate Certificate in Financial Markets from IMI Kolkata & NSE Academy, along with 11 NISM/NCFM certifications.

Through Nav Investments™, started in 2022, our mission is simple:
👉 To guide individuals and families towards financial freedom.
👉 To bridge the gap between “knowing about investing” and “actually building wealth.”
History

Our Journey

Foundation

The organization
was founded

The organization was founded as a small training company, offering workshops and seminars to local businesses on topics such as customer service and sales.
Expansion

Began to work with
larger corporations

As the company grew, it expanded its offerings to include coaching and consulting services. It also began to work with larger corporations and government agencies.
Training Center

opened its first
training center

The organization opened its first training center, providing a dedicated space for workshops and seminars. It also launched an online platform for remote coaching and consulting services.
New Services

Company expanded
its services

The company continued to expand its services and client base, and began to specialize in industries such as healthcare, finance, and technology. It also started to provide coaching services for individual clients and groups.
Leading Provider

Leading provider
of training

The organization has grown significantly over the years, becoming a leading provider of training, coaching, and consulting services. They have also expanded internationally, providing services to businesses and organizations in different countries. They are known for their innovative approaches to personal and professional development, and have a reputation for delivering results and exceeding expectations.
Nav Investments™

Our Services

Mutual Fund Distribution

End-to-end solutions for SIPs, lump sum investments, retirement planning, and goal-based investing.

Portfolio Review & Rebalancing

Assess your current investments and suggest rebalancing to align with your risk profile and goals.

Goal-Based Financial Planning

Tailored strategies for education, marriage, retirement, wealth accumulation, and financial freedom.

Risk Profiling & Asset Allocation

Help identify your risk appetite and build a portfolio that balances growth with safety.

Investor Awareness & Guidance

Workshops, one-to-one sessions, and content to build the right investing mindset and discipline.

Client Support & Tracking

Regular updates, portfolio tracking, and reviews to ensure your financial journey stays on course.