About Us
Welcome to Nest4Sure by Avidity Services!
At Nest4Sure, we believe that building a strong financial future begins at home- with your family. Guided by seasoned Chartered Accountants Anil Arora and Harish Malhotra, Nest4Sure is a trusted name in India’s financial sector, specializing in mutual fund services designed specifically for families and children.
Our mission is to make investing simple, personal, and reliable. We offer a personalized concierge service, guiding you through every step of securing your family’s financial goals, whether you’re planning for your child’s education, a family milestone, or a long-term legacy. With a focus on trust, transparency, and tailored advice, we ensure that your investments grow safely and meaningfully.
With offices spread across Punjab, Chandigarh, Delhi, Gurgaon, Uttarakhand, and Haryana, Nest4Sure brings expert financial guidance closer to home. Our dedicated team combines deep industry knowledge with a family-first approach, making us the partner you can depend on for your family’s financial journey.
At Nest4Sure, we don’t just manage investments — we help you build a future you can be sure of.
Chartered Accountant | Insolvency Resolution Professional | Financial & Strategy Consultant | Ex-Director, State Bank of India (LHO Chandigarh)
CA Anil Arora, with over 30 years of professional experience, is one of the leading financial experts associated with Avidity Services Pvt. Ltd. As a Fellow Chartered Accountant since 1994 and his practice spans statutory audits, financial advisory, banking audits, and tax consultancy for corporates, NBFCs, and government agencies.
He has held several prominent positions, including Director of State Bank of India (Chandigarh Circle), and Financial Consultant to State Health Agency, Punjab for managing the Ayushman Bharat - Sarbat Sehat Bima Yojna health scheme.
With specialized expertise in insolvency resolution, forensic accounting, corporate debt restructuring, and project financing, he also serves as a registered Insolvency Resolution Professional under the Insolvency and Bankruptcy Board of India (IBBI). His leadership drives the company’s strength in mutual fund distribution, investment advisory, and wealth management services.
Chartered Accountant | Insolvency Resolution Professional | Financial & Strategy Consultant
CA Harish Malhotra brings nearly two decades of financial consulting experience. A fellow member of Institute of Chartered Accountants of India. His expertise includes investment advisory and financial consultancy guiding investment solutions and structured financial planning strategies. He has managed statutory audits, concurrent audits, corporate compliance, and tax advisory services for leading corporates and banks.
His specialization includes stress asset management, forensic accounting, insolvency resolution, and financial due diligence. As a registered Insolvency Resolution Professional with IBBI, he combines technical expertise with deep market insights to guide businesses and individuals with practical investment strategies.
Director | Mutual Fund & Investment Advisor | Management Consultant | AMFI Certified Professional
Khushali Malhotra serves as a Director at Avidity Services Pvt. Ltd., bringing strong expertise in mutual fund distribution, wealth management, and management consultancy services. With a Master’s degree in Commerce, she provides tailored financial and strategic solutions to both individual and corporate clients.
Certified by AMFI (EUIN: E308505), she actively leads the mutual fund distribution and investment advisory vertical of Avidity Services Pvt. Ltd., helping clients build and manage their wealth portfolios with a focus on personalized solutions and financial planning.
She is also actively engaged in promoting financial inclusion as a Village Level Entrepreneur (VLE), offering essential financial services to underserved communities and contributing to grassroots financial empowerment.
Through her strategic leadership and client-focused approach, Khushali Malhotra strengthens Avidity Services Pvt. Ltd.’s mission of delivering professional, accessible, and customized investment and financial advisory services.
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