Everyone on our team is a
Trained Specialist and a Financial Expert
We make you Future-Ready.
We make you Debt-Free.
We make you Financially Independent.
We make you Financially Empowered.
We make you Future-Ready.
We make you Debt-Free.
We make you Financially Independent.
We make you Financially Empowered.
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How We Work
Pricing Models (Flexible)
Why Clients Choose Us
Key Metrics We Report to You
NoVistaz Financial Services
Financial Clarity and Confidence
Whatever Your Income Level Be
Tailored Strategies across Seven Income Brackets, from First Time Earners to
Ultra-High Net Worth Families. Practical Plans, Discreet Services, Measurable Progress.
- No Jargon (Samajh na aane walee, Badi Badi Faltu Baatein)!
- Just Clear Steps you can Act on Today and Now.
- The Trustee Approach – Saath Marne se Pehle Bhi aur Marne Ke Baad Bhi . . .
- First comes You and Your Family, Your Goals, Your Dreams, then the Product and its Modifications.
- Personalized Roadmaps, not that One-Size-Fits-All Plans and Templates.
- Quick Consults, Long Term Relationships for Generations to come.
We are one of the Best Strategic Financial Advisors Worldwide
Earning less than ₹25,000 per Month
Your Financial Security is Very Important. The Nation’s Economy depends on your Financial Condition.
You must be Financially Strong, then alone the Economy of the Country will Grow. India’s Economy today is a Pathetic, Distressing, and Pitiable, 4 Trillion USD GDP instead of 120 Trillion, because no one took care of You.
Double your Income per Month in 18 Months without Working 2 Jobs.
Start Side-Hustles, Offline or Online, or Invest in Someone’s Side-Hustle. Side-Hustles help you earn additionally, and can Double or Triple your Monthly Income. Always Invest in NFS Certified Side-Hustles.
Always seek Advice from Professionals. NoVistaz offers NFAS services at just Rs. 10,000/- for 2 years.
You will be Rich sooner than you expect.
Access to Government Schemes and Subsidies explained.
Get Side-Hustles Blueprint (Skill + Monetization Steps) from us.
Build a 3-Month Emergency Cushion using Auto-Saves.
Zero-Friction Budgeting Playbook (Rule-Based).
Target Debts. Reduce High-Cost Debts First. Ask How . . .
Simple Insurance Checklists (Health + Term Basics).
Grow your Wealth with our . . .
Starter Wealth Program (SWP)
Earning ₹25,001 to ₹1,00,000 per Month
Great! You are in the First Stage to Financial Independence. Stay in Control, Control Your Desires.
EMIs are the Trap. Avoid it at All Cost. Say no to EMI! Say no to EMI. Save Lakhs. Earn Crores.
Mutual Funds, any SIP is another Trap, Certain Insurance Schemes are a Scam. Strategize . . .
Double Your Income per Month in 12 Months Without Working 2 Jobs.
Emergency Fund + 6 to 12 Months Goal Sequencing
SIP Laddering and Allocation to Equity, Debt, Gold.
Short-Term Goals Kit with Dedicated Buckets (Wedding, Car, Home Down Payment).
Tax-Smart Moves within Legal Limits (Deductions, ELSS, NPS)
Insurance Upgrade (Family Floater, Critical Illness)
Credit Health Plan (Optimize EMIs, Credit Score Strategy)
Career-to-Capital Plan, put in Action Today. (Convert Raises, Bonuses into Wealth Engines)
Investable Income ₹10 Lakhs to ₹1 Crore
Yes! You are beyond the Survival Stage. Overindulgence and Same Old Styles of Growth are Killing Your Growth.
Your Investment Profile needs a Strong Change. Avoid Big Cars, Big Houses and Invest Less in the Stock Market.
Experts Advise for Financial and Investment Growth is not an Option anymore, but a Clear Necessity.
Diversified Core-Satellite Portfolio with Rebalancing.
Tax-Efficient Structuring (long-Term Capital Gains Planning, Tax Harvesting).
Goal-Based Maps: Education, Home, Early Retirement.
Risk-Buffering & Liability Structuring (adequate Insurances + Emergency Liquidity).
Access to Curated Alternatives (SMAs, Debt Funds, Small PE/VC Pools) Scaled to Risk Appetite.
Family Protections: Nomination, Will Basics, Nominee Clarity.
Quarterly Performance Reviews with Clear KPIs.
Investable Income ₹1 Crore to ₹10 Crores
Start doing the
Warren Buffett is an Investor and Philanthropist, famously known as the "Oracle of Omaha" for building Berkshire Hathaway through Disciplined, Long-Term Value Investing. He is also noted for his Modest Lifestyle and Pledging to Give Away Virtually His Entire Fortune to Charitable Causes.
Keep 40% for Long-Term Value Investing, 40% for Short-Term High-Yield Investments, and 20% for Very High-Yield Investments.
Get into the Venture Capital Bandwagon. Real Growth and the Riches are Earned in this Arena.
Unimaginable Income in 12 Months
Family Office Lite: Consolidated Reporting, Cashflow Forecasts, and Delegated Execution.
Tax & Legal Structuring across Trusts, Companies or LLPs Where Appropriate.
Passive Income Engineering (Rents, Yield Assets, Dividend Strategies)
Direct Private Investments and Co-Invest Opportunities Curated for Success.
Governance Setup (Powers of Attorney, Basic Succession)
Philanthropy and Tax-Efficient Giving Pathways.
Concierge Services for Bespoke Solutions. Lending, Art, Cross-Border Advice.
Investable Income ₹10 Crores to ₹100 Crores
Philanthropy should now be an Important Cause. You have to go beyond Donations and CSR activities.
Balanced Political Donations, and Media Interactions to be carefully handled. Control your Anger and Ego.
Stop working at the Office. Delegate your work, and allow Systems to take over. Stop being the Face of the Business.
Income + Power in 24 Months
Full Family-Office Services: Investment Committee, Reporting, Treasury & Bill Pays.
Advanced Asset Protection and Multi-Jurisdictional Structuring (Where Lawful).
Access to Institutional Deals (Private Equity, Structured Credit, Real Asset Funds)
Active Risk Governance (Hedging, Currency Strategies, Insurance Towers)
Succession Planning and Family Governance Frameworks
Impact and ESG Allocation Strategy
Dedicated Tax Optimization + Compliance Calendar
Investable Income ₹100 Crores to ₹1000 Crores
Forget it! If you have read anything earlier. Processes hereafter are completely different from what you expect.
Systems, Goals, Systematic Targets, and Deadlines are
Not Easy to Explain or Understand
Network Powered, Opportunities and Deals materialise throughout the day. Cut the Clutter, Concentrate on the Deals.
Income + Power in 12 Months
Multi-Asset Liability-Aware Investment Framework with Bespoke Mandates.
Institutional-Grade Due Diligence and Deal Sourcing Team
Complex Risk Transfer Strategies (Insurance Captives, Structured Derivatives)
Global Diversification and Currency Risk Management.
Governance Bodies (Family Council, Independent Trustees, External CIO).
Legacy and Philanthropic Endowments with Measurable Impact Reports.
Crisis Playbook and Business Continuity Planning.
Investable Income ₹1000 Crores plus
You are Already an Expert. You Already Have Some of the Best in the Industry Working for You. Yet, Talk to Us …
Our Teams are Dedicated to Evolution of Systems, Upgrading Expertise, Building Stronger Networks, 24/7 365 Days a Year.
Pre-Empt Surprises, Systematic Failures, Calamities, Personal Losses with Patterns Deflecting Techniques.
Ruler Income + Real Power in 12 to 24 Months
Fully Bespoke Family Office and Entity Architecture (Holdings, Operating Companies, Trusts, Foundations)
Direct Private Equity, Infrastructure, Large Real-Asset Allocations and Bespoke Co-Invests.
Global Succession and Citizenship or Residence Planning where Relevant and Lawful.
Institutional Governance: Audit, Risk, Compliance, Independent Oversight Audits.
Strategic Philanthropy and Legacy Brands (Foundations, Named Endowments).
Bespoke Advisory Network (Tax, Legal, Investment Bankers, Art/Collectibles, Aviation, Yachting Concierge).
Multi-Generational Education and Mentorship Programs for Heirs.