Nivesh.com

Why Use Nivesh.com

- Easy account opening

We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds.

- Easy fund selection & investment

We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks!

- No account opening charges

We don’t levy any charges from our customers. There are no demat charges as well.

- Live portfolio tracking

You can see your portfolio value any-time by logging into nivesh.com website or mobile app.

- Human connect

Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with our distributors in your location.

What Types of Transactions are Possible

You can do following types of transactions for mutual funds in India

• Systematic Investment Plan (SIP): Regular monthly investments in mutual funds

• One-time lump sum

• Sell / Redemption: Withdraw money from your mutual fund investments

• Switch: Shift your investment from one scheme to another of the same mutual fund

• Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval

• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund.

• Instant Redemption: For some liquid schemes, you can instantly redeem your investments upto Rs. 50,000.

What Financial Goals can be Achieved

• Build Long-Term Wealth: Suitable for meeting long-term goals with more than 3 years horizon

• Save Tax: Suitable for saving taxes under Section 80C. Provides lowest lock-in among other tax saving options

• Meet Short-term Goals: Suitable for superior tax adjusted returns for surplus funds over one year

• Plan for Retirement: Suitable for building wealth for post retirement life

• Save for Children: Suitable for accumulating funds for children education / marriage

• Regular Income: Suitable for superior tax adjusted returns for regular income over more than 3 years horizon

Which Mutual Funds are Available

You can buy-sell following mutual funds schemes through nivesh.com

Aditya Birla Sun Life Mutual Fund

Axis Mutual Fund

Baroda Pioneer Mutual Fund

BOI AXA Mutual Fund

Canara Robeco Mutual Fund

DHFL Pramerica Mutual Fund

DSP Blackrock Mutual Fund

Edelweiss Mutual Fund

Escorts Mutual Fund

Franklin Templeton Mutual Fund

HDFC Mutual Fund

ICICI Prudential Mutual Fund

IDBI Mutual Fund

IDFC Mutual Fund

Indiabulls Mutual Fund

Invesco Mutual Fund

JM Financial Mutual Fund

Kotak Mahindra Mutual Fund

L&T Mutual Fund

LIC Mutual Fund

Mahindra Mutual Fund

Mirae Asset Management

Motilal Oswal Mutual Fund

Peerless Mutual Fund

PPFAS Mutual Fund

Principal Mutual Fund

Reliance Mutual Fund

SBI Mutual Fund

Shriram Mutual Fund

Sundaram Mutual Fund

Tata Mutual Fund

Taurus Mutual Fund

Union Mutual Fund

UTI Mutual Fund