One portfolio, not scattered statements
See holdings together instead of judging each folio in isolation. The family view shows the combined asset mix, so an imbalance across folios is easier to spot.
Analyse before you change
Portfolio analysis for the investments you already own
nyvo's portfolio analysis brings your existing mutual funds into one family-level view. It shows costs, the gap between direct and regular plans, asset mix, fund health and goal fit, then explains what looks healthy and what deserves attention. The analysis is diagnostic: it does not treat every old holding as a reason to buy something new.
Reviewed by Kshitij Jain, Principal Officer, NYVO Investment Advisor (INA000022172) · Last updated
What this gives you
Costs and the direct-vs-regular gap in context
Regular-plan costs and the gap to the direct plan of the same scheme are shown alongside the rest of the portfolio, not as isolated red flags.
Diagnosis before prescription
The app explains what is working, what is uncertain and what may need a change. It does not manufacture activity simply to look useful.
How it works
- 1
Bring your holdings together
Connect or add the accounts you want included. nyvo uses read-only data access and cannot move your money.
- 2
Read the portfolio verdict
Review asset mix, fund health, costs, the direct-vs-regular gap and the relationship between the portfolio and your stated goals.
- 3
Decide with the whole picture
Consider tax, exit load, goal horizon and risk before acting. A flagged holding is a prompt to investigate, not an automatic sell instruction.
Important boundaries
- nyvo does not take custody of your investments.
- A portfolio flag is not a promise of future performance.
- Tax and exit-load consequences are shown before a proposed change is treated as actionable.
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 move or hold my investments?
- No. Your money remains with your existing banks, brokers and mutual fund AMCs. nyvo is an adviser and uses read-only information for analysis.
- Will the analysis tell me to replace every fund?
- No. The purpose is to identify what is healthy, costly or out of line with the plan. Doing nothing is a valid result when the portfolio already fits the plan.
- Does a poor recent return automatically make a fund unhealthy?
- No. Recent return is only one input. Category, risk, rolling periods, cost, portfolio role and the goal horizon all matter.
- Is the portfolio analysis investment advice?
- The in-app advisory service can provide personalised advice after onboarding and risk profiling. Public website material is general information only.
Explore the rest of nyvo
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.A family dashboard for money that lives in many placesSee goals, investments, net worth and protection in one family view, while accounts remain with the institutions that already hold them.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.