Household, not account
View the family's position across people and institutions while keeping ownership and nominations attached to the actual accounts.
One shared picture
A family dashboard for money that lives in many places
The nyvo family dashboard brings goals, investments, net worth and protection into one view without taking custody of the underlying money. It is designed for households whose finances span two people, several accounts and different institutions, so decisions begin with the same numbers instead of separate spreadsheets and partial statements.
Reviewed by Kshitij Jain, Principal Officer, NYVO Investment Advisor (INA000022172) · Last updated
What this gives you
Goals beside investments
A balance is useful only when you can see which goal it supports, how long remains and whether the funding path is realistic.
Protection in the same conversation
Insurance needs and emergency reserves sit beside investments because a portfolio is not a complete family plan on its own.
How it works
- 1
Add the family
Set up the people and goals that belong in the shared view.
- 2
Connect the financial picture
Import each family member's mutual-fund portfolio through supported read-only sources, then add the household's goals.
- 3
Review together
Use the same dashboard for goal progress, portfolio changes and the periodic family money conversation.
Important boundaries
- Each underlying account stays with its existing institution.
- Access is read-only; nyvo cannot move money from the dashboard.
- Family members should agree what is shared before accounts are connected.
Sources and policies
Product claims and regulatory statements on this page are grounded in the following first-party or official material.
Questions people ask
- Does nyvo combine ownership of family accounts?
- No. The dashboard combines the view, not legal ownership. Accounts and investments remain in the names and institutions where they already sit.
- Can nyvo move money from a connected account?
- No. The product uses read-only access for visibility and analysis.
- Why include insurance in a finance dashboard?
- A family's goals depend on income continuing, so protection gaps can be as important to the plan as investment gaps. Insurance is handled separately by NYVO Insurance Services LLP, not by NYVO Investment Advisor.
- Is the dashboard only for couples?
- No. It is useful for any household managing shared responsibilities, including dependants, parents and children.
Explore the rest of nyvo
Portfolio analysis for the investments you already ownBring your mutual funds into one view and see costs, the direct-vs-regular gap, asset mix and whether the portfolio still fits your family's goals.Turn each family goal into a number and a datePlan retirement, education, financial independence and other family goals with target amounts, dates and an asset mix built for each horizon.Direct mutual funds, with advice paid for separatelyUnderstand why nyvo recommends direct mutual fund plans and charges a separate flat advisory fee instead of earning distributor commission.
This page provides general product information, not a recommendation or a promise of returns. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.