अगर 13 साल का बच्चा Mutual Fund समझ सकता है, तो आप भी! | CFP Father-Son Money Talk
Yogendra Nigam and his 13-year-old son talk through mutual funds, SIPs and compounding in simple language.
Watch on YouTubePlan • Invest • Grow • Prosper
Build Your Financial Future With Clarity and Confidence
Explore financial planning, investment education and professional training designed to help you make more informed financial decisions.
Financial EducationWealth PlanningProfessional TrainingInformed Decisions
A thoughtful approach
Your Goals. Your Financial Journey.
Every financial journey begins with a goal. Whether you want to understand investment options, organise your financial priorities or expand your professional knowledge, the right information can help you make better-informed choices.
UrbanVista Wealth aims to bring financial awareness, planning and learning together through its services and training initiatives.
Discover our approachOur philosophy
Financial decisions start with understanding.
Clear information can help you ask better questions, compare options and understand the risks and trade-offs involved.
- Understand your priorities
- Explore available options
- Consider risks and limitations
- Make informed next steps
What we offer
Products and services across your financial life
From investments to protection, explore the areas where UrbanVista Wealth can help you learn, compare and plan.
Mutual Funds
Mutual funds are a type of investment that pools money from many investors to invest in a diversified portfolio of securities.
Life Insurance
Life insurance provides financial protection to your family in the event of your unforeseen demise.
Health Insurance
Health insurance covers your medical expenses and ensures you and your family get quality healthcare without financial stress.
SIF / PMS / AIF
Alternative investment options like SIF, PMS and AIF to access advanced strategies and diversified opportunities beyond traditional investments.
Fixed Deposits
Fixed deposits are a safe investment instrument where you deposit money for a fixed period with assured returns.
Bonds
Bonds are debt instruments issued by governments or companies, offering regular interest income and capital safety.
General Insurance
General insurance protects you from financial losses due to unforeseen events like fire, theft, accident and other risks.
Global Investments
Invest in international markets to diversify your portfolio and access global growth opportunities.
GIFT City Products
Access global financial products and investment opportunities through India’s international financial services hub at GIFT City.
Getting started
Four Simple Ways to Get Started
Move at your own pace: learn the basics, try the tools and talk to our team when you are ready.
Calculate
Use the SIP and EMI calculators to see how assumptions change the numbers.
Try the calculatorTraining & learning
Learn Today. Apply Tomorrow.
Build your understanding of financial concepts through structured learning, workshops and professional training designed around your learning objectives.
- Financial market fundamentals
- Investment awareness
- Professional development
- Training for individuals and organisations
Yogendra NigamFounder & CEO · UrbanVista Wealth
About the founder
Meet the Expert Behind UrbanVista Wealth
Learn about Yogendra Nigam’s professional background, experience and approach to financial education and wealth planning.
Professional qualifications, role and biography will be published after verification and client approval.
Read the full profileFinancial insights
Financial Knowledge for Everyday Decisions
Explore educational articles covering financial planning, investment fundamentals, wealth management and personal finance.
Browse Insights
As published in SunYta Financial Planning Magazine
Yogendra Nigam’s article is featured in the October 2026 edition
Yogendra Nigam, CFP® wrote on life insurance as financial protection for the family. It appears alongside contributions from financial planning professionals in India and abroad.
“Premium is the price. Protection is the product. Assurance is the purpose.”
- Start with the family’s responsibilities, then size the protection gap, and only then choose a product.
- Review cover after life changes such as marriage, a child, a home loan or higher income.
- Judge protection by whether the family can carry on with dignity when everything has changed.
Watch
Watch & Learn
Conversations on mutual funds, budgeting and building better money habits, straight from our YouTube channel.
Master Your Money: Budgeting, Insurance & Investment by Yogendra Nigam | P22 Vineet Mishra
A conversation with host Vineet Mishra on budgeting, insurance, saving and investing.
Watch on YouTubeCommon questions
Frequently Asked Questions
What does UrbanVista Wealth offer?
UrbanVista Wealth focuses on financial education, wealth planning concepts and professional training. Availability of any specific service or product is confirmed directly with the team, so please send an enquiry to check what suits your needs.
Are the SIP and EMI calculators accurate?
The calculators give illustrative estimates based on the numbers you enter, such as an assumed rate of return. Actual investment returns and loan terms vary and are not guaranteed, so treat the results as a starting point for questions.
Is the website content personal financial advice?
No. Articles, calculators and service descriptions are educational and informational. They are not a personalised recommendation. Consider your own circumstances and seek appropriately qualified advice before making decisions.
How can I ask about training programs?
See the Corporate Training section on the Services page, then use the Contact page enquiry form or WhatsApp to share what you want to learn and discuss individual or organisation training needs.
Plan with clarity
SIP Calculator
Explore an illustrative investment projection. Results depend on your assumptions and are not guaranteed.
Estimated nominal future value
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—Your total investment
—Illustrative gain
- Your investment
- Illustrative gain
Equivalent value in today’s money—
Adjusted for inflation
