Wealthy Nivesh: Mutual Funds

Wealthy Nivesh helps you start, grow and track your investments, from your first SIP to a multi-asset portfolio, fully paperless.

INVEST SMARTER
• Mutual Funds: explore by category and invest via SIP or lump sum
• NFOs: discover and subscribe to new fund offers
• SIFs (Specialized Investment Funds)

PLAN WITH CONFIDENCE
• SIP Calculator to estimate what your investments could grow to
• Risk Profile to understand how much risk suits you
• Tax Saving funds

YOUR COMPLETE PORTFOLIO, IN ONE PLACE
Bring investments from every AMC into the app through MF Central, in about 2 minutes.
• See invested amount, current value, returns and XIRR across all your folios
• Allocation by asset class, category and fund house
• Family Portfolio to view your family's investments too

MANAGE IT YOURSELF
• Start or cancel SIPs, redeem, switch, set up STP and SWP
• e-NACH mandates for automatic payments
• Update nominees, bank accounts, email and mobile number in the app

PAPERLESS ONBOARDING
Complete KYC and account setup digitally. Sign in with mobile number, email, Google or Apple.

SECURITY FIRST
• OTP sign-in, plus biometric or PIN lock
• See and manage logged-in devices
• Blocks use on compromised devices

Need help? Reach our support team from within the app.

ABOUT WEALTHY NIVESH

Wealthy Nivesh is a brand of Indniveza Distributors Private Limited, which operates under the following regulatory registrations:

1. AMFI Registered Mutual Fund Distributor & SIF Distributor – ARN-260681
2. APMI-Registered PMS Distributor – APRN-01058
3. SEBI-Registered Portfolio Manager – INP000009649

Disclaimer

Investments in Mutual Funds, SIFs, PMS and AIFs are subject to market risks. Please read all relevant scheme, offer and disclosure documents carefully before investing. Past performance is not indicative of future performance.

MUTUAL FUND & SIF DISTRIBUTION

1. Indniveza Distributors Private Limited is an AMFI Registered Mutual Fund Distributor & SIF Distributor – ARN-260681.
2. Mutual Fund and SIF investments facilitated through Wealthy Nivesh in its capacity as a distributor are offered under the applicable distribution arrangements.
3. Mutual Fund and SIF investments facilitated through Wealthy Nivesh are in Regular Plans, which involve payment of commission to the distributor by the Asset Management Company (AMC).
4. Details of applicable commissions and relevant scheme documents are available in the disclosure section on our website.
5. Investors should carefully read the applicable Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM) and other relevant scheme or offer documents before investing.
6. The information made available through the platform is intended to assist investors in understanding investment products and should be read together with the applicable scheme, offer and disclosure documents.
7. Mutual Fund investments are subject to market risks, including possible loss of principal. Past performance is not indicative of future performance. Investors should consider their investment objectives, risk appetite, financial circumstances and applicable product risks before making an investment decision.