NIVESTO
Mutual Funds
About
Manage your mutual fund investments with portfolio tracking, goal planning, and financial tools. Connect with your distributor for support and curated investment opportunities. Track insurance and access financial reports.
What's New in NIVESTO
4.7.0
October 31, 2026
Bug fixes and performance improvements.
Developer apps
FAQ
Who can use NIVESTO?
NIVESTO is exclusively for investors registered with NIVESTO. Access is restricted to NIVESTO clients; users associated with another distributor cannot sign in or use this app.
What kind of mutual fund opportunities does NIVESTO offer?
NIVESTO provides curated mutual fund opportunities tailored to your investment needs. You can start SIPs or make one-time investments through a simple guided flow.
How does NIVESTO help with tracking investments?
NIVESTO allows you to track your current value, invested amount, returns, SIPs, SWPs, STPs, and fund-wise holdings all in one place.
Can I track my family's investments with NIVESTO?
Yes, NIVESTO offers a Family Portfolio View, allowing you to see investments across family profiles from a single dashboard for easier monitoring.
What financial reports can I generate with NIVESTO?
You can generate and download capital gains, portfolio valuation, and holdings/SOA reports directly from the app.
Does NIVESTO offer tools for financial planning?
Yes, NIVESTO includes calculators for SIP, Lumpsum, EMI, tax-saving, retirement, and other financial planning needs to assist you.
How does NIVESTO ensure security for my financial data?
NIVESTO uses OTP-based sign-in for registered mobile numbers, ensuring secure access. Specific security measures beyond this are not detailed in the provided description.
How often is NIVESTO updated?
The latest version of NIVESTO is 4.7.0, last updated on October 31, 2026. This indicates regular updates to the application.
