NYVO Launches India's First Family Advisory Platform
On 28 July 2026, NYVO, a SEBI‑registered investment adviser based in Bengaluru, announced the launch of a fee‑only family advisory platform designed for Indian households. The press release notes that India now has over 5.3 crore active mutual‑fund investors, yet personalised advice remains limited to the top 1 % of investors. NYVO aims to close this gap by removing minimum ticket sizes and offering high‑quality, goal‑based advice to families with investable assets ranging from ₹1 lakh to ₹1 crore, for a fee of less than ₹100 per month (a flat annual fee with no product commissions).
The platform consolidates a household’s investments, insurance policies, financial goals and cash‑flows into a single personalised plan. Users can connect existing mutual‑fund holdings, view how those holdings align with their goals, and execute recommended trades directly on the platform. All recommendations are generated by NYVO’s proprietary asset‑allocation model and mutual‑fund rating engine, which analyse a broad set of market signals—including sector momentum and fund quality—rather than relying solely on past performance. The service operates on read‑only access through the RBI’s Account Aggregator framework, ensuring data security while enabling seamless integration.
Founder and CEO Harsh Soni, who has more than 16 years of experience in finance and previously held senior roles at Bank of America, Kotak, SBICAPS and was CFO of fintech‑turned‑bank slice, said, “I’ve spent over 16 years in finance and even I struggled to invest for my own goals – something as simple as my kids’ college fund. Apps have solved access; anyone can invest today. What we’re solving is the advice – putting the right guidance in your pocket, so families invest for their goals, not the next hot product.”
Co‑founder and COO Kshitij Jain, an IIT Delhi and IIM Ahmedabad alumnus who has worked at BCG and slice, added, “In investment management, only one thing truly matters – getting your asset allocation right, in line with your goals. Everything else is noise. That’s the problem NYVO exists to solve.”
About NYVO: The Bengaluru‑based firm is a SEBI‑registered investment adviser that brings together a family’s investments, insurance, goals and cash‑flows into a single financial plan, provides actionable recommendations, and enables execution in mutual funds on the platform. NYVO earns no revenue from the products it recommends, maintaining independence from sales incentives. For more information, visit https://nyvo.money or download the app at https://get.nyvo.money.