Your Trusted Financial Partner

Grow Your Wealth
With Confidence

Avyay Group provides comprehensive financial services — from investment advisory to wealth management — designed to secure your financial future.

SEBI Registered
Trusted by 50+ Clients
3+ Years Experience

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Years of Expertise

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Happy Clients

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Who We Are

Your Trusted Partner in Financial Growth

Avyay Group is a full-spectrum financial services company headquartered in Udupi, Karnataka. We combine deep market expertise with a personalised approach to help individuals, families, and businesses achieve their financial goals.

Founded by experienced finance professionals, Avyay Group brings together advisory services across investment management, financial planning, and specialized wealth-building tools — all under one roof.

  • Personalised investment advisory
  • Risk assessment and portfolio management
  • Financial planning for individuals & families
  • Corporate financial consulting
  • Market research and insights
  • Transparent, client-first approach

Our Mission

To empower every client with the knowledge, tools, and guidance needed to build lasting financial security.

Our Vision

To be the most trusted financial services group in coastal Karnataka, known for integrity, innovation, and impact.

3+

Years in Business

₹10Cr+

Assets Managed

What We Offer

Our Services & Products

Six specialised divisions, one unified mission — to grow and protect your financial future.

Fin Sudha showcase
Fin Sudha

Fin Sudha

Essence of Modern Finance

A comprehensive financial planning and investment advisory platform. Fin Sudha guides you through mutual funds, fixed deposits, PPF, and more — with personalized strategies built around your risk profile and goals.

Mutual Fund Advisory
Portfolio Management
SIP Planning
Goal-Based Investing
Learn More
V-Lookup

V-Lookup

Smart Investment Research

V-Lookup provides deep-dive market research and valuation tools to help investors make data-driven decisions. Access comprehensive stock analysis and sector reports at your fingertips.

Stock Valuation
Sector Analysis
Market Reports
Investment Screening
Learn More
EFX Motion showcase
EFX Motion

EFX Motion

Digital Marketing & Fintech

EFX Motion powers businesses forward with result-driven digital marketing and fintech innovation — from brand campaigns and social media strategies to financial automation tools.

Social Media Marketing
SEO & Content
Brand Strategy
Fintech Automation
Learn More
Mixed Emotion

Mixed Emotion

Behavioural Finance & Wellness

Money is emotional. Mixed Emotion helps you understand the psychology of investing, manage financial stress, and build healthier money habits through coaching and structured programs.

Financial Coaching
Behavioural Analysis
Stress Management
Money Mindset
Learn More
Professional Accounting showcase
Professional Accounting

Professional Accounting

Precision in Every Number

End-to-end accounting and compliance services for businesses of all sizes. From bookkeeping and GST filing to statutory audits — we keep your financials clean, accurate, and fully compliant.

Bookkeeping & MIS
GST & Tax Filing
Statutory Audit
Payroll Management
Learn More
Neelvinyas Solutions

Neelvinyas Solutions

ERPNext Implementation Partner

Avyay Group's technology arm — Neelvinyas Solutions brings enterprise-grade ERP to growing businesses. As certified ERPNext partners, we deploy, customise, and support end-to-end digital transformation.

ERPNext Deployment
Custom Modules
Data Migration
Ongoing Support
Learn More

Grow Your Wealth

Smart Investment Solutions

From first-time investors to seasoned wealth builders — we offer structured, transparent investment solutions tailored to every stage of life.

Beat Inflation

Keep your money growing faster than inflation with the right investment mix.

Goal-Based Planning

Whether it's buying a home, children's education, or retirement — we build a plan around your goals.

Diversified Portfolio

Spread risk across mutual funds, equities, fixed income, and alternative assets.

Tax-Efficient Growth

Invest in ELSS, NPS, and PPF to grow wealth while saving on taxes.

Investment Growth Pyramid
Investment Options Overview
Portfolio Allocation
Market Insights

Business Software

ERPNext Implementation Partner

Through Neelvinyas Solutions, Avyay Group is an authorised ERPNext implementation partner — helping businesses digitise, automate, and scale operations with India's most powerful open-source ERP.

ERPNext Dashboard
ERPNext Modules
ERPNext Reports

End-to-End ERP for Your Business

ERPNext is a fully integrated, open-source business management solution — covering accounting, inventory, HR, CRM, manufacturing, and more. We handle everything from setup and data migration to training and ongoing support.

Complete ERP implementation & setup
Customization for your business workflows
Financial reporting & real-time dashboards
Accounting, invoicing & payroll integration

Modules Covered

Accounts & Finance
Inventory Management
HR & Payroll
CRM & Sales
Purchase Management
Manufacturing
GST-ready Reporting
Multi-branch Support
Neelvinyas Solutions ERPNext Partnership
Neelvinyas Solutions

Neelvinyas Solutions — Our ERP Division

Neelvinyas Solutions is the dedicated technology arm of Avyay Group, specialising in ERPNext implementation, customisation, and support for SMEs across Karnataka and beyond.

Request ERP Demo

Meet the Team

Leadership

Founded and led by experienced finance professionals committed to your financial success.

P Shriranjan Upadhyaya

P Shriranjan Upadhyaya

Founder & CEO

MBA Finance, B.Com

A seasoned finance professional with expertise in investment advisory and portfolio management. Shriranjan founded Avyay Group with a vision to make quality financial services accessible to everyone.

P Chinmaya Upadhyaya

P Chinmaya Upadhyaya

Co-Founder & CFO

CA, B.Com

A Chartered Accountant with a strong background in taxation, auditing, and financial strategy. Chinmaya ensures Avyay Group operates with the highest standards of financial integrity.

Insights

Latest from the Blog

Avyay Group
Finance

Market Update: Q1 2026 Investment Outlook

Expert insights from the Avyay Group team to help you navigate your financial journey.

Read More
Avyay Group
Finance

Understanding Mutual Funds: A Beginner's Guide

Expert insights from the Avyay Group team to help you navigate your financial journey.

Read More
Avyay Group
Finance

Top 5 Financial Planning Tips for 2026

Expert insights from the Avyay Group team to help you navigate your financial journey.

Read More

Get in Touch

Start Your Financial Journey

Talk to our advisors and discover the right financial plan for your goals.

Contact Information

Office Address

D.No. 2-4-14A7, Ground Floor,
RAAJ TOWERS, Near City Bus Stand,
Udupi – 576101, Karnataka

Office Hours

Mon – Sat: 9:00 AM – 6:00 PM