Frequently Asked Questions

Niyati Financial Solutions is a trusted financial services firm based in Surat, Gujarat, offering Wealth Management (Mutual Fund Distribution), Strategic Debt Advisory (Loans, CC/OD), and Risk Mitigation (Insurance) since 2017. We are registered with AMFI (ARN-326911) and IRDAI (HDFI1111240874).

Yes. We hold valid registrations including AMFI ARN-326911 for Mutual Fund Distribution, IRDAI Registration HDFI1111240874 for Insurance, DSA Code RKGUJSU32032722, and Udyam Registration UDYAM-GJ-22-0320642.

Niyati Financial Solutions is a trusted financial services firm providing institutional-grade capital optimization and strategic insights.

We facilitate a wide range of loan products including Personal Loans, Business Loans, Home Loans, Working Capital Finance, and CC/OD (Cash Credit / Overdraft) Limits through our partner lending institutions.

We are a registered Mutual Fund Distributor (ARN-326911), not an investment advisor. We help you select and invest in mutual fund schemes suited to your financial goals, risk profile, and investment horizon.

We offer Life Insurance, Health Insurance, and General Insurance products from leading insurers. Our IRDAI registration (HDFI1111240874) ensures full regulatory compliance in all insurance solicitations.

Simply fill out our eligibility form on the homepage or contact us via WhatsApp / Email. Our advisors will get in touch within 24 business hours to understand your requirements and suggest the best path forward.

For Mutual Fund SIPs, you can start with as low as ₹500 per month. For loan facilitation, minimum amounts depend on the lending institution and product type. We welcome clients at every stage of their financial journey.

All client data is encrypted and stored securely. We follow strict data protection protocols and never share your personal or financial information with unauthorized third parties. Our platform uses HTTPS encryption and OTP-based verification.

Contact us via WhatsApp or email with your policy details. Our team will guide you through the claim documentation process and coordinate with the insurance company on your behalf to ensure a smooth settlement.

Our dedicated support team monitors every application through our 8-stage CRM pipeline. If your application encounters any issues during underwriting or bank submission, we proactively coordinate with the lending institution to resolve queries.

For urgent queries, reach us directly on WhatsApp at +91 8401116054 or email nfs@niyatifinancial.com. Our team typically responds within 2-4 business hours during working days (Mon-Sat, 10 AM - 7 PM).