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Become a Mutual Fund Distributor

Nivesh.com partners with AMFI-registered mutual funds distributors and other distributors of financial products to provide the best of both worlds to the customers: State-of-art technology + human touch.

We are focused on solving the problem of under penetration of financial products in India. 

Join a digital ecosystem that has enabled financial product distributors to reach the next level.

Fill The form Below to know more

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Currently, you are an

Benefits

We are committed to taking your business to the next level

Work with a digital ecosystem not just a platform

Transform your offline office to virtual office

Paperless experience for both distributors and clients

Portfolio reviews and restructuring as per your client’s requirements

Save time with our research-driven reports and recommendations

Customized and personalized marketing content to boost your customer outreach

Hassle-free google listing to improve your visibility in your area

Skill-building sessions from experts to empower you to scale your business

Relationship managers to navigate your path to success

Uncompromised Safety and Privacy

Features

Multiple Products and Multiple Providers

○ Mutual Funds

○ Fixed Deposit

○ Portfolio Management Service

○ Peer To Peer Lending

○ Alternative Investment Fund

○ National Pension Scheme

○ Bond

○ Capital Gain Bond

Download RTA statements

○ Share RTA Statements In Real Time

Alerts and notifications on multiple channels as per your preference

○ SMS

○ Emails

○ WhatsApp

○ In-app notifications

Complete your business in a ziffy

○ Customer on-boarding

○ EKYC

○ All transactions – Purchase, SIP, SWP, STP, Switch, Redemption

Easy payment mechanism

○ Online mandate that works across all mutual funds

○ NEFT / RTGS

○ Debit cards / UPI

○ Cheques

Create and manage customer portfolios

○ Create new portfolio in minutes

○ Goal planning

○ Capture risk preferences

○ Portfolio reviews

Analytical Reports

○ Holding statement

○ Transaction statement

○ Cash flow report

○ Realized taxable capital gain report

○ Provisional taxable capital gain on current portfolio

○ Portfolio ageing report

Our Journey so far

0 +
PARTNERS SPREAD OVER 130 CITIES ACROSS INDIA
0 +
TRANSACTIONS EXECUTED
0 +
CUSTOMERS SPREAD OVER 900 PIN CODES
0 Cr+
TOTAL TRANSACTION VALUE
1
And Counting

customers in over 700 locations all over India

1
And Counting

partners

1
And Counting

Transactions executed

We have been recently selected in the WealthTech100 2020 as one of the global top 100 companies in Wealth Technology, for innovative use of technology to solve a significant industry problem, generate cost savings or improve efficiency across the investment value chain.

What our partners have to say about us