Pivot.Money - Networth Tracker

Track, Advisory & Execute

Only for iPhone

Free · Designed for iPhone

iPhone

Tired of spreadsheets and worrying about your family's financial future? Pivot.Money by Networth Tracker is India’s first SEBI-Registered Investment Advisor led Family Wealth App, built to protect and grow your generational wealth together. We bring premium wealth management to your fingertips, combining cutting-edge AI with human financial expertise. Experience the kind of personalized attention once reserved only for ultra-high-net-worth individuals. We are RBI-certified, SEBI approved and Digital Personal Data Protection Act compliant. Your data is secure with us. WE SOLVE WHAT OTHER APPS CAN'T: AVOID LEGAL BATTLES & PROBATE India’s ONLY app for Joint-Survivor Mutual Funds. Add your spouse or family member as a secondary holder in seconds. Assets transfer instantly to them, bypassing 12-34 months of court delays and costly legal fees. True peace of mind. SEAMLESS NRI INVESTING Invest in India Mutual Funds from abroad in minutes, not months. Our e-PAN verification and SOA-mode bypass cumbersome PIS demat accounts. Invest, Track and receive personalized tax guidance on your portfolio in one place. EXPERT-LEVEL ADVISORY, WITHOUT THE BIAS Discover top-performing funds with our proprietary 12-parameter analysis. We rank every mutual fund in India on risk, consistency, and performance—so you never have to guess. Access high-potential Equity Baskets. Our data-driven momentum strategies for mid & small caps are designed to significantly outperform benchmarks. Test them first with virtual paper trading. AI-POWERED TAX & FEE OPTIMIZATION Switch from Regular to Direct Mutual Funds and earn up to 1.5% in extra returns by saving on hidden fees. Our proprietary algorithm helps you optimize which funds to switch when. Get AI-driven advice on capital gains and advance tax planning. TRUE FAMILY-LEVEL WEALTH MANAGEMENT See every family asset—joint MFs, Banks, Real Estate, Gold, Equity, NPS, Insurance—on a single, secure dashboard. Get personalized insights and nominee gap alerts to secure your legacy. KEY FEATURES: • One-Click Joint MF Holdings: Buy, sell, and manage mutual funds jointly in anyone or survivor mode online—a first in India. • NRI-Onboarding: NRIs can start investing in minutes. • Direct Plan Switch: Convert your existing funds and save lakhs in fees. • Unified Net Worth Tracker: Automatically sync or manually track all assets, including physical ones. • Nominee Gap Scanner: Get instant alerts on assets without a nominee and fix them in-app. • Hybrid Human+AI Advisory: Get instant answers or connect with a human expert for complex plans. • Bank-Grade Security: RBI-grade encryption and SEBI-compliant processes. WHO IT'S FOR: • Indian Families who want to own assets jointly and avoid future inheritance chaos. • NRIs & Overseas Indians frustrated with the complexity of investing in India. • Investors tired of overpaying hidden fees and want institutional-grade tax optimization. Download Pivot.Money app now and turn generational wealth into a protected legacy.

Ratings & Reviews

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Personal Assets Module Enhanced Deposits & Supporting Documents Nominee Management Insights & Mutual Fund Tools Improved App Experience Fixes & Improvements: Personal Assets & Insights Stability Fixes Ul and Performance

Version 1.5.0

The developer, Networth Tracker Solutions 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 Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Contact Info
    • Identifiers

  • Data Linked to You

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

    • Financial Info
    • Contact Info
    • Contacts
    • User Content
    • Identifiers
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

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

Accessibility

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

Information

  • Seller
    • Networth Tracker Solutions Private Limited
  • Size
    • 72.8 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 or later.
    • Mac
      Requires macOS 11.0 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
    • © Networth Tracker Solutions Private Limited
  • Privacy Policy

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