Why "fund of the month" is the wrong question
The fund that fits your goal matters far more than the fund that topped last year's chart.
Read →For Jaipur's business families and professionals who want a plan — not a product pitch.
NIVO Wealth is a boutique wealth firm founded by Jatin Dusad, CA — the third generation of a 48-year family legacy in finance. [PLACEHOLDER: personalise with Jatin's story.]
I trained as a Chartered Accountant to understand the numbers properly — not sell around them. So I built NIVO on one rule: every recommendation must be something I'd make for my own family. Clarity over complexity. Your interest, always.
NIVO Financial Services LLP is an AMFI-registered Mutual Fund Distributor (ARN [XXXXXXX]). We help families select, transact and stay invested in mutual funds and other financial products — we are not a SEBI Registered Investment Adviser.
"Wealth is not about the highest return. It's about the right return for your life."
"A good firm earns trust slowly. And keeps it permanently."
"Complexity is often a sales tactic. Clarity is always the better choice."
We explain every recommendation in plain language. No jargon, no overwhelm.
We work on a transparent model. Every recommendation is built around your goals — not product commissions.
We invest time in understanding your family's full picture before recommending anything.
A 30-minute call to understand your situation. No paperwork, no pressure. Just a conversation.
We review your current portfolio, liabilities, goals, and risk profile. We build a written plan — not a product list.
Once you're comfortable with the plan, we execute. Every step is explained before it happens.
Quarterly reviews. You hear from us proactively — not just when markets move.
Use our free planning tools to get a sense of where you stand. No sign-up required.
The fund that fits your goal matters far more than the fund that topped last year's chart.
Read →Tax efficiency isn't a year-end scramble. It's a decision baked into every investment.
Read →The right question isn't "how much" — it's "what kind of life are we funding?"
Read →Fill in the form or reach out directly. We'll get back within 24 hours. No commitment, no pressure.
Email
jatin@nivowealth.com
Phone
[phone]
Location
Jaipur, Rajasthan