Boutique Wealth Planning · CFP-led

Financial decisions, simplified with clarity & long-term perspective.

Aurevista Finserv is a boutique CFP-led financial planning and wealth solutions firm helping affluent professionals, families, and business owners build long-term financial confidence through structured guidance and relationship-driven planning.

Book a Consultation Explore Our Solutions
CFP®
Certified Financial Planner-led
25+
Years of professional experience
4
Integrated solution practices
1:1
Relationship-driven engagements
The Aurevista Philosophy

Financial planning should feel clear. Not complicated.

At Aurevista Finserv, we believe meaningful wealth is created through discipline, simplicity, patience, and long-term consistency.

In today's financial environment, many individuals and businesses feel overwhelmed by fragmented advice, multiple financial products, and constantly changing market opinions.

Our approach focuses on helping clients simplify financial decisions through structured planning, integrated financial solutions, and long-term relationship-driven guidance.

Rather than focusing only on products, we aim to help clients create financial clarity, protection, confidence, and long-term wealth.

Read our approach
Principle 01

Discipline outperforms timing — over decades.

Who We Work With

A practice built for thoughtful clients.

We work with individuals, families, professionals, and businesses seeking long-term financial clarity and disciplined wealth creation — not market chatter.

Affluent Professionals

Salaried professionals, consultants, senior executives, and doctors structuring their financial future with clarity.

Business Owners

Entrepreneurs and SME owners — supported with wealth structuring, protection planning, and long-term guidance.

Families

Balancing protection, wealth creation, retirement planning, and legacy planning across generations.

Corporate Clients

Employee benefits, corporate insurance, treasury solutions, and financial wellness programs for growing organisations.

Integrated Financial Solutions

Organize, protect, and grow — under one roof.

Our solutions are designed to help clients organize, protect, and grow their financial lives through structured and disciplined planning.

01

Wealth Solutions

Structured wealth creation across long time horizons.

  • Mutual Funds
  • SIP-based Wealth Creation
  • Goal-Based Investing
  • Retirement Corpus Planning
  • Long-Term Wealth Building
  • Capital Preservation Strategies
Explore Wealth Solutions
02

Insurance Solutions

Protection planning that anchors every financial plan.

  • Life Insurance
  • Health Insurance
  • Group Insurance
  • Keyman Insurance
  • Estate Protection
  • Risk Management Solutions
Discuss Protection Gaps
03

Corporate Solutions

Frameworks built for growing organisations and promoters.

  • Employee Benefit Solutions
  • Group Mediclaim
  • Treasury Management
  • Corporate Insurance
  • Financial Wellness Programs
  • Business Continuity Planning
View Corporate Solutions
04

Financial Planning

End-to-end planning across life stages and goals.

  • Retirement Planning
  • Child Education Planning
  • Cash Flow Planning
  • Tax-Efficient Structuring
  • Estate & Legacy Planning
  • Risk Profiling
Plan With Us
Why Aurevista

A practice clients return to — for decades, not quarters.

We aren't here to chase markets. We are here to be the steady, structured presence that helps you and your family make better financial decisions — across every life stage.

Book a Conversation
Meet the Founder

Babooraj Nair, CFP®

Decades of experience across financial planning, wealth solutions, relationship management, insurance, and corporate financial services.

As a Certified Financial Planner (CFP), his focus is on helping clients create financial clarity through disciplined long-term planning and practical guidance. He has worked extensively with affluent professionals, business owners, NRIs, families, and corporate clients across multiple financial segments.

"Financial planning should help people feel confident, protected, organized, and financially prepared for the future."

  • CFP Certified Financial Planner (CFP)
  • NISM NISM Investment Advisor Level 1 & 2
  • MFD Mutual Fund Distribution Certification
  • EQD Equity Derivatives Certification
  • FP Financial Planning Certifications
Read the founder's story
Start With A Conversation

Every financial journey is unique.

Whether you are looking to organize your finances, create long-term wealth, review protection gaps, or structure your financial future more clearly — the first step begins with a meaningful conversation.

Book Your Consultation
Important information. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Aurevista Finserv is not a SEBI Registered Investment Advisor (RIA). The information provided on this website is for general informational purposes only and should not be construed as investment advice or guaranteed returns. Insurance is the subject matter of solicitation. Final disclaimer language to be reviewed and updated as per regulatory requirements.