Wealth Distribution
We offer personally curated, high-caliber wealth distribution solutions tailored to your unique financial goals. Through a combination of direct services and product distribution strategies, our expert guidance ensures your wealth is preserved, optimized, and transferred across generations.
Take a step toward financial freedom
Bookkeeping
Efficient bookkeeping solutions for organized financial management
Efficient bookkeeping, tracking expenses, and managing cash flow.
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Better financial insights
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Streamlined operations
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Time-saving efficiency
Tax preparation
Tax preparation services for minimizing liabilities and returns
Accurate tax filing, minimizing liabilities, ensuring compliance, and peace of mind.
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Deduction maximization
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Timely submissions
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Reduced audit risks
Financial planning
Services ensuring compliance and financial security
Customized plans for wealth accumulation, retirement, and achieving financial goals.
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Goal-oriented strategies
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Optimized investments
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Financial security
Other Services
Business Advisory
At Neeyovan Business Advisors, we offer a wide range of services to support businesses at every stage of their financial journey...
Asset Management
Our AIF is designed around a Fund of Funds concept, enabling investors to tap into a diversified basket of high-potential opportunities across...
Wealth Distribution FAQs
Simplify your finances and grow your business with proactive guidance and innovative solutions.
We follow a curated approach using risk-return profiling, fund manager track record, portfolio quality, and long-term performance consistency. Every mutual fund recommendation is aligned with your goals.
AIFs are privately pooled investment vehicles that invest in alternative assets like private equity, real estate, or venture capital. They're suited for sophisticated investors looking for higher risk-adjusted returns and portfolio diversification.
We only recommend NCDs issued by companies with strong credit ratings. These instruments can offer attractive fixed income returns, but must be evaluated for liquidity and credit risk.
Yes. We offer access to vetted opportunities in late-stage startups and pre-IPO investments through select platforms. These are high-risk, high-reward opportunities suitable for informed investors.
We assess your life stage, dependents, assets, and liabilities to design a balanced insurance portfolio, covering life, health, and critical illness, without over-insuring or under-insuring.
Asset allocation is the key determinant of portfolio performance. It ensures your capital is distributed optimally across equity, debt, alternatives, and cash to balance risk and reward.
Yes. We offer portfolio management and regulatory guidance for charitable trusts, foundations, and CSR funds. Our approach aligns investments with impact goals while complying with laws such as the Companies Act for CSR in India.
It’s a personalized digital dashboard that provides you with real-time tracking of your portfolio performance, asset allocation, upcoming maturities, tax insights, and investment recommendations, accessible anytime, anywhere.
