A calmer way to build wealth.
A smarter way to manage it.

Niyom is a unified wealth platform for investors and their advisors. With real-time visibility, explainable recommendations, and structured review cycles, it replaces confusion with clarity—and short-term reactions with long-term consistency.

Trusted AMC Partners

A modern wealth system.
Built for real decision-making.

Niyom puts the full picture in your hands. With clarity, not just charts—and logic you can actually follow.

A single view
of wealth.

Every account, everywhere. Finally.

Mutual Funds Stocks FDs
Good morning
Priya
Total Portfolio
₹24,58,000
↑ 12.4% this year

Decisions,
not just data.

Real-time suggestions that support—not supersede—human advice.

Smart Rebalancing Tax Optimization
Recommendation
Rebalance Equity
Reduce overweight by 8%
Tax Impact
₹12,400 saved
via LTCG harvesting

Clear roles &
accountability.

You know who decides what—always.

Audit Trail Approval Flows
Last Action
SIP Modified
By Advisor • Jan 15
Pending
Your Approval
Review withdrawal request

Built for
consistency
over time.

Because wealth isn't built in moments.

Goal Tracking Review Cycles
Year 3 Year 7 Year 15

Investing,
guided end to end.

Based on how you see LIFE. Not just this year's allocation targets, but a lifetime of financial wellbeing—one meaningful step at a time.

Advice set by design

Consistent guidance, not generic tips

Goal-first, always

Investments mapped to what matters

Clarity at every step

No jargon, comprehensive advice

Built to reduce anxiety

Less noise, more conviction

Images and videos

Visual learning for better decisions

Ongoing reviews & tracking

Your advisor, always in sync

What Niyom delivers

Real outcomes built on 15+ years of in-field expertise—not just a new interface

Advice-led Investing

Guidance rooted in real financial planning, not just fund performance

Portfolio Clarity

One view across all your accounts and investments—always up to date

Risk that is yours

Aligned to your capacity and comfort—not industry benchmarks

Trust, engineered

Transparency in every recommendation—with logic you can follow

Images and Videos

Visual explanations that help you understand—not just comply

Returns, in context

Performance tied to your goals—not abstract market indices

How it works

From first chat to lifelong financial clarity—in just a few steps.

Share your profile

Tell us about yourself

Get matched

With an advisor for you

Review your plan

Personalized roadmap

Execute

Start your investments

Track progress

With ongoing reviews

Start where trust begins:
with a clearer view.

Join the movement towards financial advice that's simple, personal, and built to last.

Got questions?

You've got investment queries, we've got answers ready to help.

Niyom connects you with a qualified financial advisor who creates a personalized investment plan based on your goals, risk tolerance, and timeline. You get a unified dashboard to track all your investments, receive ongoing guidance, and stay on track with regular reviews.
Yes, we use bank-grade encryption and security protocols to protect your data. Your information is never shared with third parties without your explicit consent.
Absolutely. We offer a free consultation to understand your needs and show you how Niyom works before you make any commitment.
You can reach your advisor directly through the Niyom app via chat, call, or video. We also schedule regular review calls to keep you updated on your portfolio.