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  • Nivesh: Wealth Management App screenshot 1
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About Nivesh: Wealth Management App

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

What’s new

Version 1.2 · Updated February 18, 2025

Bug fixes and enhancements.

App privacy

The developer, Providential Platforms Private Limited, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Physical Address, Email Address, Name, Phone Number
  • User Content: Photos or Videos

Used for: App Functionality

Alternatives to Nivesh: Wealth Management App

Looking for apps like Nivesh: Wealth Management App? Here are 6 similar apps on the App Store. The highest rated is Axis MF Connect (5.0/5), and all 6 are free to download.

Nivesh: Wealth Management App vs. alternatives
App Rating Price Last updated Compare
Nivesh: Wealth Management App – Free February 18, 2025
Wealthy Partner - MFDs & IFAs – Free Oct 15, 2026 Compare
Kotak Connect Plus – Free Oct 6, 2026 Compare
FundsIndia Partner Desk – Free Aug 12, 2026 Compare
Axis MF Connect 5.0 / 5 (3) Free Sep 1, 2026 Compare
Wealthy: Stocks & Mutual Funds 5.0 / 5 (4) Free Oct 21, 2026 Compare
FIP Client Desk 5.0 / 5 (2) Free Oct 13, 2026 Compare

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