NiveshPe: Mutual Fund App

NiveshPe is India's first automated wealth management app that assigns every investor a dedicated AMFI-registered financial advisor and builds a personalized mutual fund portfolio.

Your advisor builds your investment portfolio, monitors it daily, and rebalances it automatically to keep your portfolio optimized. Wealth management that works while you sleep.

WEALTH MANAGEMENT, SIMPLIFIED

DEDICATED FINANCIAL ADVISOR Every NiveshPe investor gets a named, AMFI-registered financial advisor. Your advisor knows your financial goals, income, and risk profile. Connect with them through chat or call for any financial queries.

PERSONALIZED MUTUAL FUND PORTFOLIO Answer questions about your financial situation. NiveshPe builds a personalized mutual fund investment plan across equity, gold, and debt - from HDFC, ICICI, SBI, Kotak, and 15+ leading fund houses in India.

SIP & LUMPSUM INVESTING Start a SIP or make a one-time investment. Your advisor helps you plan both based on your income and financial goals.

AUTO-REBALANCING Your portfolio rebalances automatically as markets move. Hands-free wealth management - no manual tracking needed. Beat the market returns smartly.

FINANCIAL HEALTH MAPPING Complete financial planning starts with knowing where you stand. NiveshPe maps your income, expenses, risk tolerance, and emergency readiness before recommending a single fund.

TAX-EFFICIENT INVESTING Built-in tax efficiency analysis across your mutual fund portfolio so your money works harder.

HOW IT WORKS

1. Complete your financial profile (5 minutes)
2. Get a personalized mutual fund portfolio
3. Meet your dedicated financial advisor
4. Start investing - SIP or lumpsum
5. Your advisor manages, monitors, and rebalances your wealth

WHY INVESTORS ACROSS INDIA CHOOSE NIVESHPE

• Personal financial advisor - not a chatbot or robo-advisor
• Personalised mutual fund portfolio matched to your goals
• SIP management and modification
• 24x7 portfolio monitoring and auto-rebalancing
• Tax efficiency analysis
• Monthly wealth report and performance tracking

REGULATED & SECURE

SEBI compliant wealth management platform. AMFI registered mutual fund distributor (ARN-344035). Bank-grade security for your investments and data.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns.

Futurewell Fintech Private Limited