Our Verticals
Wealth Distribution
We are an open-architecture wealth distribution firm, dedicated to helping individuals and families navigate the complexities of wealth management with clarity and confidence. We craft personalized financial strategies that align with each client’s unique values, lifestyle aspirations, and long-term objectives, whether that means planning for retirement, supporting future generations, or creating a lasting legacy.
Our approach begins with a deep understanding of your financial landscape and life goals. From there, we develop tailored plans that encompass retirement readiness, tax optimization, and estate structuring, ensuring that your wealth is protected, preserved, and positioned for growth.
We also specialize in intergenerational wealth transfer, helping families smoothly transition assets while minimizing tax liabilities and preserving harmony. Our advisors work closely with clients to address both financial and emotional considerations, ensuring their wishes are clearly documented and strategically executed.
By blending technical expertise with a personalized approach, Neeyovan ensures that every decision supports your broader financial story. So you can live well today while building a secure future for tomorrow.
Business Advisory
Our Business Advisory vertical is designed to provide end-to-end strategic and financial support to companies across various growth stages. Whether you’re a startup looking to scale, an SME refining its financial processes, or a mature enterprise preparing for public listing, we bring deep expertise and customized solutions to the table.
Our Virtual CFO services offer high-level financial oversight without the cost of a full-time executive, helping companies manage cash flow, optimize budgets, and build investor confidence. We also specialize in system implementation and process optimization, enabling businesses to upgrade or overhaul their financial and operational systems for better efficiency and compliance.
In addition, Neeyovan provides transactional documentation consulting, including advisory on complex transactions such as slump sales, mergers, and acquisitions. We ensure that all legal, financial, and compliance aspects are meticulously handled, reducing risk and improving strategic clarity.
From operational streamlining to IPO readiness, our team acts as a trusted partner, empowering leaders to make informed decisions, navigate uncertainty, and unlock long-term value.
Asset Management
Our Asset Management vertical is built on the principles of strategic insight, disciplined execution, and unwavering client focus. We offer customized investment strategies that balance long-term growth with capital preservation, ensuring your wealth is managed prudently and aligned with your personal financial goals.
Our process begins with a comprehensive risk profiling exercise, where we assess each client’s investment horizon, return expectations, risk tolerance, and liquidity needs. This forms the foundation of a personalized asset allocation strategy, designed to adapt over time as markets shift and life circumstances evolve.
At Neeyovan, our portfolio management approach is entirely conflict-free. We are not tied to proprietary products or commissions, allowing us to act solely in the best interest of our clients. Every portfolio is constructed with a focus on diversification, tax efficiency, and active rebalancing, supported by rigorous market research, macroeconomic insights, and data-driven analysis.
Whether you are a seasoned investor or new to wealth building, our team provides continuous guidance and transparent reporting, helping you stay informed, confident, and in control of your financial future.