Why Use
- Easy account opening
We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds.

- Easy fund selection & investment
We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks!

- No account opening charges
We don’t levy any charges from our customers. There are no demat charges as well.

- Live portfolio tracking
You can see your portfolio value any-time by logging into website or mobile app.

- Human connect
Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with our distributors in your location.

What Types of Transactions are Possible
You can do following types of transactions for mutual funds in India
• Systematic Investment Plan (SIP): Regular monthly investments in mutual funds
• One-time lump sum
• Sell / Redemption: Withdraw money from your mutual fund investments
• Switch: Shift your investment from one scheme to another of the same mutual fund
• Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval
• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund.
• Instant Redemption: For some liquid schemes, you can instantly redeem your investments upto Rs. 50,000.

What Financial Goals can be Achieved
• Build Long-Term Wealth: Suitable for meeting long-term goals with more than 3 years horizon
• Save Tax: Suitable for saving taxes under Section 80C. Provides lowest lock-in among other tax saving options
• Meet Short-term Goals: Suitable for superior tax adjusted returns for surplus funds over one year
• Plan for Retirement: Suitable for building wealth for post retirement life
• Save for Children: Suitable for accumulating funds for children education / marriage
• Regular Income: Suitable for superior tax adjusted returns for regular income over more than 3 years horizon

Which Mutual Funds are Available
You can buy-sell following mutual funds schemes through

Aditya Birla Sun Life Mutual Fund
Axis Mutual Fund
Baroda Pioneer Mutual Fund
BOI AXA Mutual Fund
Canara Robeco Mutual Fund
DHFL Pramerica Mutual Fund
DSP Blackrock Mutual Fund
Edelweiss Mutual Fund
Escorts Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
IDBI Mutual Fund
IDFC Mutual Fund
Indiabulls Mutual Fund
Invesco Mutual Fund
JM Financial Mutual Fund
Kotak Mahindra Mutual Fund
L&T Mutual Fund
LIC Mutual Fund
Mahindra Mutual Fund
Mirae Asset Management
Motilal Oswal Mutual Fund
Peerless Mutual Fund
PPFAS Mutual Fund
Principal Mutual Fund
Reliance Mutual Fund
SBI Mutual Fund
Shriram Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
Union Mutual Fund
UTI Mutual Fund

What’s New

Version 2.5

1. Partners and clients have the capability to setup family members and see a consolidated view of holdings across their entire family.
2. Partners have the option of sending an SMS of payment link to their clients from the View Orders page
3. Holding Report can be downloaded / shared from the Investment Summary page.
4. Transaction Report can be downloaded / shared for a date range from the View Transaction History screen.
5. Clients will be able to view their Nivesh advisor details from the left navigation drawer along with an option to contact via phone or WhatsApp. Similarly, partners will be able to view their RM details and contact them via phone or WhatsApp.
6. Signed physical mandate can now be uploaded from the Bank and Accounts section of client's profile.
7. UX improvements and bug-fixes

Ratings and Reviews

4.2 out of 5
9 Ratings

9 Ratings

Naruka17 ,

App is crashing

No doubt , the application is good and useful but from yesterday it is crashing just after the launchscreen. Plz check the code after launchScreen.storyboard.


Providential Advisory Services Private Limited
92.3 MB

Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.



Age Rating


  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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