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Go Digital: Join Nivesh.com
Online Platform for Mutual Fund Distributors

Becoming a mutual fund distributor with Nivesh.com and make your business completely digital before your customers leave you for any other online platform!

Digital is the way forward, and every business person is making an online presence. From purchasing clothes, ordering food to invest, customers want everything to be digitally available. In such a situation, it is necessary for the mutual fund distributors also to enhance their business techniques and step towards the digital business. Now the question is where to go?

Nivesh.com is the perfect answer to all your queries. Yes, now you can easily scale your mutual fund business with an award-winning online mutual fund platform.

1,000+

PARTNERS SPREAD OVER 130 CITIES ACROSS INDIA

400,000+

TRANSACTIONS EXECUTED

11,000+

CUSTOMERS SPREAD OVER 900 PIN CODES

1,000 Cr+

TOTAL TRANSACTION VALUE

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How Nivesh.com Helps in
Growth of Business of Mutual Funds Distributors

Many mutual fund distributors, after empanelling with Nivesh.com, have clocked a consistent AUM growth of over 20% month-on-month!

  • This is not a coincidence.
  • There is a system behind the growth.

Designed by industry veterans and IIT-IIM alumni, the system is built on a simple yet effective formula: 

Higher AUM = No. of Customers x Investment Per Customer x Customer Retention %

Every customer desires an online experience today. For a mutual fund distributor like you, the online platform of Nivesh.com helps you to focus on winning more customers, take a higher share of customer’s wallets and ensure a better retention rate.

Online Platform for Mutual Fund Distributors - Join Nivesh.com

Features of Nivesh.com
Online Mutual Funds Distribution Platform

Online Mutual Funds Distribution Platform

Nivesh.com is not just a platform but also a digital ecosystem enabling the growth of mutual fund distribution business. Following are the features that make this platform the best platform and stand out amongst others:

Online Mutual Funds Distribution Platform

At Nivesh.com – we bring you multiple investment products from most of the reputed providers like you have Mutual Funds schemes of all Mutual Funds, fixed deposits of reputed NBFCs, Digital Gold, PMS, and many more.

You can easily complete the tasks online without going anywhere. The process of customer onboarding and E-KYC can easily be done with a few clicks. With nivesh.com, execution of all transactions – Purchase, SIP, SWP, STP, Switch, Redemption – have become simpler and hassle-free.

Within a few minutes, the new portfolios can be created with our automated portfolio planner. Also, the systemic features help in reviewing the portfolios, capturing the risk preferences and planning the goals systematically and accordingly. You will be able to track the portfolios and re-balance as and when required.

Original RTA statements can be downloaded from within the app and shared with your customers. No more sweating for statements required at the time of making ELSS investments!

The platform provides a plethora of payment options – OTM, NEFT, RTGS, UPI, Cheques and Net Banking. The one-time mandate works across all the Mutual Funds and can also be used for ad-hoc lump sum payments.

You can easily generate combined reports for all the members of a family, so it becomes very easy to plan investments at family level.

Through Nivesh.com, it is always easy to download the Holding Statement, Transaction Statement, Cash Flow Report, Taxable Capital Gain Report, Provisional Taxable Capital Gain on the Current Portfolio, etc. Also, with the Upsell report, you can find out the customers who may be needing additional investments.

You can easily get updated about the transactions and important upcoming events through the Notification alert system. You can choose the alert channel as per your preference like SMS, Emails or WhatsApp.

 

Benefits of Joining Nivesh.com

You must be thinking about why you should join Nivesh.com. After joining hands with Nivesh.com, you will be enjoying amazing benefits as you can easily transform your physical office into a virtual one. Yes, Nivesh is the best platform to manage your mutual funds business. By joining the platform, you can provide an enhanced experience to your customers.

Work with a digital ecosystem, not just a platform

Work with a digital ecosystem, not just a platform

Transform your offline office to virtual office

Transform your offline office to virtual office

Paperless experience for both distributors and clients

Paperless experience for both distributors and clients

Portfolio reviews and restructuring as per your client’s requirements

Portfolio reviews and restructuring as per your client’s requirements

Save time with our research-driven reports and recommendations

Save time with our research-driven reports and recommendations

Customized and personalized marketing content to boost your customer outreach

Customized and personalized marketing content to boost your customer outreach

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

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

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

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

Relationship managers to navigate your path to success

Relationship managers to navigate your path to success

Uncompromised Safety and Privacy

Uncompromised Safety and Privacy

Our Products

Nivesh.com provides multiple product options to take care of every need of a customer and helps a mutual funds distributor to expand and grow the business by cross-selling and up-selling. Following products are available on the platform and more products are being added:

Testimonials

I'm a 62-year-old Financial Advisor, working in the Mutual Funds Industry for the past 20 years. In 2017, I started working from home. With a huge customer base, I had to commute all day for collecting the client’s documents. At the end of each day, I thought “Till when will I continue working like this! and his customers. He was aware of Mutual Funds but was not sure of how to get started. After coming in touch with Nivesh.com, he carefully evaluated option of dealing with Nivesh.com versus directly with mutual funds, and clearly saw the benefit of being part of a larger platform and great leverage of technology that Nivesh.com offered. He then spent some time trying to understand the basics of mutual fund investing and also obtained AMFI Registration Number (ARN). Since then, he has been able to help his customers diversify into mutual funds in a much simpler manner leveraging the state of the art technology. He is clear that he is into this for long-term.

Gokul Prasad Yadav - Testimonials Nivesh.com
Gokul Prasad Yadav
Distributor

From traveling in buses to Jaipur and haggling with Mutual Funds companies for collecting clients’ statements to sitting in the comfort of my home and managing all the transactions in a few clicks on my phone, I have come a long way All thanks to Nivesh.com. There was a time when I was forced to stop the SIPs of my hard-earned customers as it was impossible to service them given the paperwork that required a lot of commuting and expenses. For every customer’s KYC, I had to go to a cybercafé, pay Rs 10 and get a printout. Then the choice of funds was a complex issue. To make it worse, it was a herculean task to track my brokerage as it was coming from various places. Nivesh.com came as a one-stop solution for all the problems and made investing a cake walk for me and my customers.

Yashwant Gupta - Testimonials Nivesh.com
Yashwant Gupta
Distributor

I was running a Vodafone outlet. Due to dengue, I couldn’t work for a month because of which I didn’t get any payout in that period. I realized that even if I continue to work in the same business for the next 10 years, I could fall into the same situation. Hence, I was looking for a business that can secure my future. At this time, I met Nivesh.com and learned about Mutual Funds. I understood that once I could build a sizeable AUM, I would continue to earn a trial commission even if I am unable to work at some point in the future. Today, thanks to Nivesh.com, I have achieved fast-paced growth and can boast of having the highest number of clients with them.

Rajesh Singh Panwar - Testimonials Nivesh.com
Rajesh Singh Panwar
Distributor

What Our Partners Have To Say About Us

Frequently Asked Questions (FAQs)

Most frequent questions and answers

To be a Nivesh.com Partner, if you already have AMFI Registration Number (ARN), then a simple empanelment process can get you started. Click here to Join Nivesh.com.

The amount to be paid depends upon two factors – Either you are an ARN Holder or Non – ARN Holder.

  • > Existing ARN Holder – No charges. Absolutely Free.
  • > Non – ARN Holder – Rs. 2950 charges for NISM training if the partner desires. Optimally, he can clear the NISM exam on his own and take ARN without paying these charges.

Absolutely not!!! There is no renewal charge to be paid.

After getting enrolled as the Nivesh.com Partner, one can immediately start distribution of:

The services available at Nivesh.com are free of cost, including Partner Desk and Client Desk.

Our Partners