Surya Nivesh Mutual Fund & FD

This app is exclusively available for investors who are associated with Surya Nivesh, an AMFI-registered Mutual Fund Distributor.

It is a comprehensive wealth management platform that enables investors to manage, monitor, and grow their financial portfolio with ease. The platform provides access to a wide range of mutual fund schemes along with personalised investment recommendations to help investors make informed financial decisions.

Mutual Fund Investments
Access a wide range of mutual fund schemes
Invest based on personalised recommendations
Monitor investment performance and portfolio growth
Insurance Management

View and access details of your existing insurance policies:

Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
Loan Tracking

Monitor loans availed across different categories:

Loans Against Mutual Funds
Loans Against Securities
Loans for Small and Medium Enterprises (SMEs)
Portfolio Tracking & Wealth Insights
Track the performance of your investments across all supported asset categories
View consolidated family portfolios in one place
Get a comprehensive overview of your overall wealth
Monitor overall returns, including capital appreciation, dividends, and interest earnings
Receive timely notifications on important financial events and milestones
Align your investments with your financial goals and track their progress
Track the status of your support tickets
Receive customised portfolio reports via email based on your preferences and those of your family members

Manage your wealth smarter with a secure, intuitive, and comprehensive investment platform designed to keep all your financial information in one place.