Simplifying ComplexPersonalFamilyFinance

From your kid’s education plan to your family’s insurance portfolio — we make complex financial decisions simple.

Get expert guidance on all your family’s financial needs — absolutely free!

Our Solutions

Have kids? Build a financial plan for them

Have kids? Build a financial plan for them

Plan today for their education and dreams.

Parents retiring? Ensure they have steady income

Parents retiring? Ensure they have steady income

Structure your parents’ investments to generate regular income.

Want to retire early? Plan today

Want to retire early? Plan today

Know your number and work towards it.

Check what's the right insurance policy for you

Check what's the right insurance policy for you

Review policies, remove fluff, keep what works.

The NYVO Experience

Where financial expertise meets family simplicity.

Harsh Soni

Harsh Soni

Founder & CEO

16+ years in fintech, banking & investment banking.

Harsh Soni's companies
Kshitij Jain

Kshitij Jain

Co-Founder

Ex-BCG consultant, IIM Ahmedabad & IIT Delhi alumnus.

Kshitij Jain's companies

After my marriage, I realized how important it was to protect not just myself but also my spouse. I was completely lost on what kind of insurance to buy and how much cover would be enough. NYVO made it simple—they explained everything clearly, helped me choose the right health and term insurance, and gave me peace of mind knowing our future is well protected. They also guided me on creating and planning investments through an HUF, which is projected to increase my returns by over 15% in the next 10–15 years.

A

Akanshu Verma

Consultant

Every year at renewal, I was bombarded with calls offering discounts to port my health insurance. I never knew whether I had the right amount of cover or if my policy was even the best fit for me. NYVO helped me cut through all the confusion. They guided me on exactly how much coverage I needed and matched me with the right policy for my needs

G

Gautam Dhaliwal

Ex-Investment Banker and CXO

I always found buying insurance overwhelming, but NYVO made it effortless. They guided me to the best Health and Term insurance for me and my family, and now I finally feel secure about our future.

T

Tarun Daga

A Chartered Accountant

As an NRI, I always thought my overseas insurance was enough — until I realised how essential it is to have a good health policy in India for emergencies during visits or long stays. NYVO guided me through every step, helping me choose the right plan that offers strong coverage, cashless hospitals, and easy claim support back home. Their clarity and unbiased advice made the whole process effortless. Now I feel secure knowing I’m protected both abroad and in India.

S

Saurav Kumar

UAE Based Banker

“I was unsure how to plan for my 7-year-old son’s college fund and which health insurance would be best for my 65-year-old mother. The NYVO team explained everything clearly and guided me to the right choices. Today, I feel secure knowing my child’s future education is taken care of and my mother’s health is well protected.

T

Tushar Rajpal

Veteran Banker

After my marriage, I realized how important it was to protect not just myself but also my spouse. I was completely lost on what kind of insurance to buy and how much cover would be enough. NYVO made it simple—they explained everything clearly, helped me choose the right health and term insurance, and gave me peace of mind knowing our future is well protected. They also guided me on creating and planning investments through an HUF, which is projected to increase my returns by over 15% in the next 10–15 years.

A

Akanshu Verma

Consultant

Every year at renewal, I was bombarded with calls offering discounts to port my health insurance. I never knew whether I had the right amount of cover or if my policy was even the best fit for me. NYVO helped me cut through all the confusion. They guided me on exactly how much coverage I needed and matched me with the right policy for my needs

G

Gautam Dhaliwal

Ex-Investment Banker and CXO

I always found buying insurance overwhelming, but NYVO made it effortless. They guided me to the best Health and Term insurance for me and my family, and now I finally feel secure about our future.

T

Tarun Daga

A Chartered Accountant

As an NRI, I always thought my overseas insurance was enough — until I realised how essential it is to have a good health policy in India for emergencies during visits or long stays. NYVO guided me through every step, helping me choose the right plan that offers strong coverage, cashless hospitals, and easy claim support back home. Their clarity and unbiased advice made the whole process effortless. Now I feel secure knowing I’m protected both abroad and in India.

S

Saurav Kumar

UAE Based Banker

“I was unsure how to plan for my 7-year-old son’s college fund and which health insurance would be best for my 65-year-old mother. The NYVO team explained everything clearly and guided me to the right choices. Today, I feel secure knowing my child’s future education is taken care of and my mother’s health is well protected.

T

Tushar Rajpal

Veteran Banker

Building the Culture of Family Finance

We set your family’s financial goals clearly
We help you buy the right insurance for you and your family.
We handle claims and paperwork end-to-end.
We give unbiased, conflict-free advice always.

The Wealth Journey

A visual story of how financial planning changes your entire life’s trajectory — same income, same years, but a completely different outcome.

Planned vs Unplanned Wealth Growth (with Life Milestones)

Pitfalls to Avoid in Your Wealth Journey

Impulse Purchases
Delayed Investing
No Insurance Coverage
High-Interest Loans
No Emergency Fund
Lifestyle Inflation

The Difference: ₹100 Crore

Same income. Same years. The difference? A Financial Plan.

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