We give you the best fund recommendations, optimise your existing portfolio, and make investing simple and seamless.
Optimised for stable returns and low volatility — so you invest with complete peace of mind.
No long questionnaires
We keep it simple—answer a few quick questions to understand your risk appetite.
Pick from multiple goals
Vacation, Retirement, Child's Education, Home, and more—get the ideal basket for each.
Designed by professionals
Crafted by NiveshPe's investment team to balance growth, stability, and diversification.
Every 6 months
Your portfolio is rebalanced automatically to protect you from volatility and keep you on track.
No long questionnaires
We keep it simple—answer a few quick questions to understand your risk appetite.
Pick from multiple goals
Vacation, Retirement, Child's Education, Home, and more—get the ideal basket for each.
Designed by professionals
Crafted by NiveshPe's investment team to balance growth, stability, and diversification.
Every 6 months
Your portfolio is rebalanced automatically to protect you from volatility and keep you on track.
I invested in a NiveshPe recommended basket to save for my marriage in 2 years, and the performance has been outstanding. Even when markets were falling and my friends' portfolios were in the red, NiveshPe's basket had enough safeguards to protect me from volatility. Truly grateful.
We make sure your investments stay on track — always. No matter where you invest.
Simple OTP sync
Sync your existing mutual fund portfolio with a simple OTP — from any platform.
Instant insights
Get instant insights on underperforming funds, tax efficiency, portfolio overlap, and diversification.
Better risk-adjusted returns
Your new allocation is optimised and hedged for better risk-adjusted returns.
Every 6 Months
Because we understand that it is your hard-earned wealth, and markets change.
Simple OTP sync
Sync your existing mutual fund portfolio with a simple OTP — from any platform.
Instant insights
Get instant insights on underperforming funds, tax efficiency, portfolio overlap, and diversification.
Better risk-adjusted returns
Your new allocation is optimised and hedged for better risk-adjusted returns.
Every 6 Months
Because we understand that it is your hard-earned wealth, and markets change.
I used to invest through Groww but never checked if my portfolio was actually optimised. NiveshPe's Portfolio Optimizer gave me clear insights on which funds to replace and which new ones to add. Their recommendation to add some fixed-income assets helped me massively when I needed funds during a family emergency. I highly recommend reviewing your investments through NiveshPe.
Quick answers to help you get started with confidence
You can start with just ₹100 daily! There's no maximum limit either. Invest whatever you're comfortable with — flexibility is our core strength.
KYC is simple and quick! Just your PAN card and Aadhaar card. The entire process takes about 5 minutes and is a one-time requirement.
We're not a bank. We're an AMFI-registered mutual fund distributor (ARN: 344035) operating in compliance with SEBI regulations. Your money is invested directly into mutual fund schemes from trusted companies like HDFC, ICICI, SBI, and Kotak.
Withdrawals are instant! Your money reaches your bank account within T+0 or T+1 (same day or next working day). No waiting periods, penalties, or lock-ins.
Typically, you can expect 12-15% annual returns*, though this depends on the mutual fund scheme and market conditions. Returns are not guaranteed as investments are subject to market risks.
Absolutely not! NiveshPe is 100% transparent. No hidden charges or transaction fees. The full amount you invest goes directly into the mutual fund.
Our expert team designs diversified fund baskets tailored to various goals like retirement, children's education, vacations, and more—optimizing for growth, stability, and low volatility.
We rebalance your portfolio every 6 months, adjusting asset allocation to safeguard against market volatility and keep your investments on track.
We analyze your portfolio for underperforming funds, tax efficiency, overlap, diversification, and hedging against market downturns.
NiveshPe uses UPI AutoPay for seamless investing. Set it up once, and your chosen amount is automatically debited daily. You can pause or stop anytime — complete flexibility!
You earn ₹101 for every referral when they activate their account. There's no limit — top performers earn significant extra income by recommending NiveshPe to their network!
Absolutely! We never hold your money. Your funds are invested directly with mutual fund companies regulated by SEBI. Your investments are held securely in your name.
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Reach out directly — we're here to help you get started!
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AMFI-Registered Mutual Fund Distributor
Full regulatory compliance and oversight
No hidden charges, complete clarity
Trusted Fund Partners
Investments in top-rated mutual funds from:
and 15+ other leading fund houses
Available Mon-Sat, 9 AM - 6 PM IST
Typical response within 2 hours during business hours