NIVO Wealth is founded by Jatin Dusad, a Chartered Accountant and third generation finance professional from Jaipur, from a family that has spent over four decades working with money, quietly and carefully.
Investments, insurance and tax, all handled at one place , explained in language you actually understand.
We never recommend anything we wouldn't choose for our own family.
A SIP for your daughter's education. Folios brought into one plan. A portfolio you can actually explain to your family.
Explore mutual funds →For when the base is built and you're ready for more sophisticated strategies. ₹10 lakh onwards, SEBI-regulated.
Explore SIF →Concentrated, professionally managed portfolios, evaluated honestly and without the sales pitch.
Explore PMS & AIF →Enough cover for the people who depend on you. Not a rupee of premium more.
Explore insurance →The March panic, replaced by structure that was in place since April.
Explore tax planning →A number for the life you want at 60, and a monthly path that quietly reaches it.
Explore retirement →
Aditya Birla Sun Life
Axis
Bandhan
DSP
Edelweiss
Franklin Templeton
HDFC
HSBC
ICICI Prudential
JM Financial
Kotak
Mirae Asset
Motilal Oswal
Nippon India
PPFAS
Quant
Shriram
WhiteOak CapitalAditya Birla Sun LifeAxisBandhanDSPEdelweissFranklin TempletonHDFCHSBCICICI PrudentialJM FinancialKotakMirae AssetMotilal OswalNippon IndiaPPFASQuantShriramWhiteOak CapitalNIVO Financial Services LLP is an empanelled distributor of Regular Plans of these fund houses.
Every NIVO client gets a secure online portal and mobile app, updated daily. One login for everything you hold through us.
Invested every month for 20 years. ₹24 lakh out of pocket, in each case.
Assumed annual returns for illustration only, not actual or promised returns of any product. Mutual fund investments are subject to market risks.
Every fund, every policy, explained in plain language before a rupee moves. If we can't explain it simply, we don't recommend it.
Investments, insurance and tax in one accountable relationship, so nothing works against anything else and nobody passes the buck.
Anyone can call you in a bull market. We're structured for the years when nothing exciting happens: reviews, rebalancing, discipline.
Thirty minutes to understand you: your goals, your family, where your money stands today. No paperwork, no pressure.
We map your investments, cover and goals, and show you in plain language what's working and what's missing.
You invest only when you're comfortable. Every step is explained before it happens, never after.
Scheduled portfolio reviews and proactive updates. You hear from us regularly, not just when markets move.
Six calculators for your SIPs, goals and withdrawals. See the numbers before you commit.
Tell us a little about yourself and we'll get back within 24 hours. No commitment, no pressure.
