Wealth Management Solutions
Data-driven mutual fund portfolios engineered to align with your specific financial goals and risk appetite.
Who We Serve
Tailored strategies for different capital trajectories.
Salaried Professionals
Structured SIPs designed for tax optimization (ELSS), child education planning, and building a robust retirement corpus.
Business Owners
Liquid fund deployments for idle working capital and structured SWP setups for consistent passive cash flow generation.
High Net Worth (HNIs)
Advanced portfolio restructuring and asset allocation strategies aimed at multi-generational wealth preservation.
Our Process
A structured pathway to market participation.
Goal Discovery
Defining your time horizon and risk profile.
KYC & Documents
Seamless digital KYC (PAN, Aadhaar, Bank Mandate).
Portfolio Design
Fund selection from top AMCs within 24 hours.
Execution & Review
Deployment of capital and ongoing performance tracking.
Transitioning to High-Yield Liquid Assets
Many of our clients come to us with wealth locked in underperforming traditional instruments or illiquid real estate. They face inflation risk and lack liquidity for immediate opportunities.
The Niyati Solution:
We engineered a staggered Systematic Transfer Plan (STP) into a diversified portfolio of hybrid and large-cap mutual funds. This provided our client with inflation-beating returns, immediate liquidity, and minimized their capital gains tax impact.
Frequently Asked Questions
What is the minimum SIP amount?
You can start a Systematic Investment Plan (SIP) with as little as ₹1,000 per month, though we typically recommend ₹5,000 to see meaningful long-term wealth creation.
Are you a Registered Investment Advisor (RIA)?
No, Niyati Financial Solutions acts strictly as a Mutual Fund Distributor (AMFI ARN-326911). We facilitate your investments without charging you direct advisory fees.
How do I track my portfolio?
You will receive a unified dashboard login to track your NAVs, annualized returns, and asset allocation in real-time.
Onboarding Checklist
Eligibility Criteria
Open to Indian Residents, NRIs, HUFs, and Corporate Entities. Min. age: 18 years.
Documents Needed
PAN Card, Aadhaar Card, Cancelled Cheque (for Bank Mandate), and Proof of Address.
Turnaround Expectations
Digital KYC: 15 Mins. Account Activation: 24-48 Hours. Fund Allotment: T+1/T+2 days.
Portfolio Review Process
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Quarterly Performance Audit We review your fund benchmarks against category averages every 90 days.
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Rebalancing Alerts Automatic triggers when your asset allocation drifts beyond 5% of target.
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Tax-Loss Harvesting Strategic redemptions at year-end to offset capital gains tax impact.
Begin Your Investment Journey
Connect with our mutual fund specialists.