Nivesh Wealth Management App

Take control of your wealth management and investment strategy with the Nivesh Wealth Management App, the all-in-one platform designed to help you invest smarter and grow faster.

Whether you're building your first investment portfolio or managing a complex financial plan, Nivesh simplifies every step of the journey. Access over 1,700 mutual fund schemes and start investing with zero charges. Build customized SIPs, explore fixed deposits, insurance products, NPS, bonds, PMS, and alternative investments—all from a single, intuitive interface. Real-time portfolio tracking gives you complete visibility into your investments, while AI-driven personalized recommendations align your strategy with your unique financial goals.

Planning for major life milestones? Use smart goal-planning tools to map out retirement, education funding, tax savings, and other objectives with tailored strategies. Execute flexible transactions including one-time investments, systematic transfer plans (STP), systematic withdrawal plans (SWP), and instant redemptions whenever you need liquidity. Stay ahead of market opportunities with live updates, new fund offers, and expert investment insights delivered directly to your app.

If you're a financial advisor or mutual fund distributor (MFD), Nivesh transforms how you scale your business. Onboard clients instantly through paperless eKYC and referral-based registration. Create a professional brand presence with custom client logins, personalized content sharing, and branded communications. Powerful marketing tools—including digital visiting cards and shareable referral links—help you expand your reach and engage clients across social platforms. Access actionable business insights, HNI analytics, and comprehensive dashboards to track performance and growth. Manage insurance products end-to-end, from quotes to renewal tracking, while sending personalized reports and reminders directly to your client base.

Nivesh is built on trust and regulatory excellence. Registered with SEBI, BSE STAR MF, and AMFI, your investments and data are protected under stringent financial standards. The platform prioritizes financial inclusion, bringing wealth management and investment opportunities to users across Tier-II and Tier-III cities—communities often underserved by traditional finance.

Dedicated expert support is always available to guide you through your investment decisions and account management. Join thousands of investors and financial partners already transforming their financial futures. Download the Nivesh Wealth Management App today and experience seamless, intelligent wealth management at your fingertips.