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.
○ Mutual Funds
○ Fixed Deposit
○ Portfolio Management Service
○ Peer To Peer Lending
○ Alternative Investment Fund
○ National Pension Scheme
○ Capital Gain Bond
○ Share RTA Statements In Real Time
○ In-app notifications
○ Customer on-boarding
○ All transactions – Purchase, SIP, SWP, STP, Switch, Redemption
○ Online mandate that works across all mutual funds
○ NEFT / RTGS
○ Debit cards / UPI
○ Create new portfolio in minutes
○ Goal planning
○ Capture risk preferences
○ Portfolio reviews
○ Holding statement
○ Transaction statement
○ Cash flow report
○ Realized taxable capital gain report
○ Provisional taxable capital gain on current portfolio
○ Portfolio ageing report
customers in over 700 locations all over India
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.