Nivesh: Wealth Management App

Manage & Grow Your Wealth

Free · Designed for iPad. Not verified for macOS.

Nivesh: Your Ultimate Wealth Management & Investment Partner! Invest smarter, grow faster! Nivesh is the all-in-one solution designed to transform the way you manage your wealth. Whether you're an individual investor looking to build your portfolio or a financial partner (MFD) striving to grow your business, Nivesh makes everything easier, faster, and smarter. Key Features for Investors:- Investing Made Simple! -Access 1700+ Mutual Fund Schemes & SIPs – Start investing with zero charges and choose from a variety of options tailored to your needs. -Track Your Investments in Real-Time – Stay on top of your investments with live portfolio tracking and detailed performance reports. -Personalized Portfolio Recommendations – Receive smart, AI-driven suggestions based on your financial goals and preferences. -Diverse Investment Products – Mutual Funds, SIPs, Fixed Deposits, Insurance, NPS, Bonds, PMS, AIF, and more – all in one place. -Flexible Transactions – SIPs, one-time investments, STP, SWP, and easy redemption options at your fingertips. -Smart Goal Planning – Plan for retirement, education, tax-saving, and other financial milestones with personalized strategies. -Stay Informed – Get market updates, NFOs, and investment tips right within the app, helping you stay ahead. "Your financial success starts with just a few clicks. Ready to make the smart choice?" Key Features for Financial Partners (MFDs & Advisors) Scale Your Business with Ease -Onboard Clients Instantly – Streamline client onboarding with paperless eKYC and referral-based registration. -Personalized Branding – Create custom client logins, share branded content, and build your own professional image. -Powerful Marketing Tools – Design e-visiting cards, create referral links and boost your social media presence to engage a wider audience. -Actionable Business Insights – Gain access to detailed reports, HNI analytics, and business dashboards to track your performance and growth. -Client Engagement Made Easy – Send reports, reminders, and updates directly to your clients through a personalized, one-click communication system. -Comprehensive Insurance Management – Get quotes, track renewals, and offer a range of insurance products to your clients. "Grow your business and watch your income soar with Nivesh’s efficient and digital-first approach!" Why Choose Nivesh? -Trusted & Reliable – SEBI, BSE STAR MF, and AMFI Registered for total peace of mind. -Comprehensive Financial Solutions – A complete suite of investment products – all in one app. -Easy & Fast Onboarding – Quick, paperless account opening with eKYC for hassle-free registration. -Live Portfolio Tracking – Get personalized investment recommendations based on real-time data. -Dedicated Support – Our expert team is always ready to provide guidance and support at every step. -Financial Inclusion – Nivesh makes wealth management accessible to everyone, including users in Tier-II and Tier-III cities. "Join the 1000s of MFDs and investors who are already transforming their financial future with Nivesh." Start Your Investment Journey Today! Ready to simplify your investments and take your financial planning to the next level? Download the Nivesh app now and experience seamless wealth management. You can buy-sell following mutual funds schemes through nivesh.com ICICI Prudential MF HDFC MF SBI MF Kotak Mahindra MF Nippon India MF Aditya Birla Sun Life MF Axis MF UTI MF Tata MF DSP MF Mirae Asset MF Bandhan MF HSBC MF Franklin Templeton MF Invesco MF Canara Robeco MF Edelweiss MF PPFAS MF Quant MF Motilal Oswal MF Sundaram MF Baroda BNP Paribas MF LIC MF Mahindra Manulife MF PGIM India MF Union MF Bajaj Finserv MF WhiteOak Capital MF JM Financial MF Bank of India MF 360 ONE MF ITI MF NJ MF Navi MF Helios MF Samco MF Quantum MF Trust MF Groww MF Old Bridge MF Shriram MF Zerodha MF Taurus MF Angel One MF

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Bug fixes and enhancements.

The developer, Providential Platforms Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Providential Platforms Private Limited
Size
  • 5.2 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © PROVIDENTIAL ADVISORY SERVICES PRIVATE LIMITED