2019

Founded with a
client-first purpose.

4.98

Structured review process

10+

Founder experience
across market cycles.
Personalized wealth management

Building Wealth. Preserving Legacy.

Personalized wealth management solutions designed to help individuals, families, and NRIs grow, protect, and transfer wealth across generations.

10+ Years founder experience
Disciplined approach

A client-focused financial services partner for Indian families.

NAYABH Financial Services Pvt Ltd helps individuals and families connect investments to real goals such as retirement, education, home purchase, liquidity, and long-term financial independence.

Read about us Book a consultation

Founded in India

Years experience

Step process

AMFI ARN
Disciplined approach

Financial services

Goal-led portfolio review, asset allocation, SIP planning, and ongoing monitoring for disciplined investors.

Review
Portfolio review Goal alignment Explore services
Goals
Goal planning Family milestones Explore services
Allocation
Asset allocation Risk-aware mix Explore services
SIP
SIP planning Family milestones Explore services
Review
Portfolio review Goal alignment Explore services
Goals
Goal planning Family milestones Explore services
Allocation
Asset allocation Risk-aware mix Explore services
SIP
SIP planning Family milestones Explore services
Bring structure, clarity, and discipline to your investment decisions. Book consultation
Simple process

Understand, plan, execute, and monitor with discipline.

01
Understand goals

Assess goals, income, obligations, risk profile, and existing investments.

02
Plan strategy

Assess goals, income, obligations, risk profile, and existing investments.

03
Execute and monitor

Assess goals, income, obligations, risk profile, and existing investments.

ready
Let's build a disciplined investment plan together. Ready for a portfolio review?

Trusted guidance for long-term Indian investors

Portfolio Review “Nayabh helped us bring structure and discipline to our family investments. Their approach is transparent and highly personalized.” Client testimonial 01
Goal Planning “Vinay’s deep market understanding and practical advice have been invaluable in our wealth creation journey.” Client testimonial 02
Risk Aware Investing “Professional, trustworthy, and always accessible — exactly what we wanted in a long-term wealth partner.” Client testimonial 03
Portfolio Review

Portfolio clarity - Clearer portfolios

Goal Planning

Goal alignment - Goal-led planning

Review Discipline

Review discipline - Review discipline

Portfolio Review
Goal Planning
Retirement Plan
SIP Discipline
Risk Aware Investing

We create structured investment plans for

Let's build a disciplined investment plan together. Ready for a portfolio review?
Engagement options

Flexible support for every investor life stage

Review
Portfolio Review
  • Portfolio diagnosis
  • Risk and overlap review
  • Goal alignment notes
  • Review discussion

On request

Scope decided after consultation*

Popular
Planning
Goal Planning
  • Portfolio diagnosis
  • Risk and overlap review
  • Goal alignment notes
  • Review discussion

On request

Scope decided after consultation*

Ongoing
Family Wealth Review
  • Portfolio diagnosis
  • Risk and overlap review
  • Goal alignment notes
  • Review discussion

On request

Scope decided after consultation*

Start with a consultation
Clear scope and communication
No unnecessary product pushing

Investor insights

What do clients say about NAYABH?
AMFI ARN 173276
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