Plan
Define goals, dates, costs, income, responsibilities and the emergency reserves that sit outside long-term investing.
From scattered accounts to 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

Define goals, dates, costs, income, responsibilities and the emergency reserves that sit outside long-term investing.
Compare the existing portfolio with the plan across asset mix, cost, the direct-vs-regular gap, risk and progress towards each goal.
Keep goal progress, the portfolio and protection gaps visible as markets and family circumstances change.
Add the people, goals, income, expenses, investments and protection that belong in the plan.
See what is healthy, what is costly or out of line with the plan, and where a goal is not yet adequately funded.
Where personalised advice applies, read the rationale, costs, tax impact and trade-offs before acting.
Product claims and regulatory statements on this page are grounded in the following first-party or official material.
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.