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From scattered accounts to one plan

How nyvo turns a family's money into one plan

nyvo starts with the family, not with a fund. The app brings goals, investments and protection into one view, tests whether the current portfolio fits the plan, explains gaps in plain language and keeps the next decisions visible. Advice is fee-only, and direct mutual fund plans avoid embedded distributor commission.

Reviewed by Kshitij Jain, Principal Officer, NYVO Investment Advisor (INA000022172) · Last updated

nyvo app explaining what to keep and what may need attention in a portfolio

What this gives you

Plan

Define goals, dates, costs, income, responsibilities and the emergency reserves that sit outside long-term investing.

Analyse

Compare the existing portfolio with the plan across asset mix, cost, the direct-vs-regular gap, risk and progress towards each goal.

Track

Keep goal progress, the portfolio and protection gaps visible as markets and family circumstances change.

How it works

  1. 1

    Build the family picture

    Add the people, goals, income, expenses, investments and protection that belong in the plan.

  2. 2

    Review the diagnosis

    See what is healthy, what is costly or out of line with the plan, and where a goal is not yet adequately funded.

  3. 3

    Use advice with context

    Where personalised advice applies, read the rationale, costs, tax impact and trade-offs before acting.

Important boundaries

  • nyvo never takes custody of client money.
  • No calculator or projection is a return guarantee.
  • Public fund pages provide facts only; personalised ratings and advice live inside the advisory relationship.

Sources and policies

Product claims and regulatory statements on this page are grounded in the following first-party or official material.

Questions people ask

Is nyvo only a mutual fund app?
No. Mutual funds are one part of a family plan that also covers goals, cash reserves, protection and the household's wider financial position.
Does nyvo sell regular mutual fund plans?
No. nyvo's investment-advisory model uses direct plans and a separate disclosed fee rather than earning distributor commission.
Where does my money stay?
With the banks, brokers, AMCs and other institutions that already hold it. nyvo does not take custody.
Can I use the free website tools without becoming a client?
Yes. Calculators, guides and factual mutual fund pages are public and do not require an advisory subscription.

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.