Engage with a Financial Adviser prioritizing your needs.
Our network of advisors can assist you in taking command of your financial planning and investment strategy.
As seen in
how it works
Tell us about yourself
Our questionnaire helps us understand your financial situation, preferences, and long-term goals
Find your match
We search our network for an advisor with expertise to match your unique situation
Explore your options
After we confirm your contact information, your matched advisor will reach out for a free, no-obligation call
why choose niyustars
Gain entry to a vast pool of financial advisors
We collaborate with all kinds financial advisors across the country. Our network of investment advisors possesses expertise spanning from retirement planning and tax harvesting to estate planning.
Advisors pre-screened and tailored to meet your requirements
Navigating through hundreds of thousands of financial advisors can be challenging when searching for the right fit. We thoroughly examine advisors' disclosures and disciplinary history. Those who meet our criteria undergo interviews to gain insights into their specialties and areas of expertise.
You retain control
We offer a carefully selected recommendation while safeguarding your privacy. Upon finding a match, we offer you the choice to have them contact you to arrange a call. Your information will not be shared with any other advisors or companies by us.
Free for you
Advisors within our network are vying for your business. Utilizing our platform incurs no fees for you, regardless of whether you ultimately select the recommended advisor or not.
The importance of finding the right financial advisor
Individual outcomes may vary depending on your financial circumstances; however, findings from Vanguard1 and Envestnet2 indicate that, on average, financial advisors in United States can contribute an annual increase of 3% to net returns (This translates to a 3% improvement in net returns, accounting for fees).
The enhanced performance directly contributes to increased peace of mind. Investors who have a financial advisor are over twice as likely to express a high level of confidence in their investment strategy compared to those without one.
1 Vanguard (Feb. 2019)†, Putting a Value on Value
2 Envestnet, Inc. and The Center for Generational Kinetics (July 2022)†, The Intelligent Financial Life™ National Study
† The forecasts and information regarding the potential outcomes of different investments are purely hypothetical, do not mirror real investment performance, and offer no assurances for your future results. Refer to the enclosed references for links to view the methodologies employed in the associated whitepapers.
** The findings above are based on United States data, however, the methodologies employed in these might also work for financial advisors and investors in India.