# NIVESTO — Mutual Funds > Mutual fund investment management and tracking app for NIVESTO clients. (iPhone/iPad app by INVEDGE CONSULTANTS PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/nivesto/id6796620684 (this page in markdown: same URL + `.md`) - Developer: [INVEDGE CONSULTANTS PRIVATE LIMITED](https://appshunter.io/developer/1747334208) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 17.2 · 37 MB - Languages: American English - Released: 2026-08-20 - Data updated: 2026-10-31 - Monetization: free ## What is 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. The app helps NIVESTO clients manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience. Why NIVESTO? NIVESTO helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey. Key Features - Mutual Fund Opportunities View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow. - Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place. - Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking. - Family Portfolio View View investments across family profiles from one dashboard for easier monitoring. - Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing. - Risk Profiling Take a simple quiz to understand your investor profile and risk comfort. - Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports. - CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details. - Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies. - Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions. - Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs. - Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support. NIVESTO helps you invest, track, plan and manage your financial journey with clarity and convenience. Access: This app is intended exclusively for NIVESTO clients. Only mobile numbers registered with NIVESTO can sign in via OTP. Users of other distributors cannot access the app. Service operated by NIVESTO under AMFI Registered Mutual Fund Distributor | ARN-361217. ## Key features - Mutual fund opportunities - Portfolio tracking - Goal-based investing - Family portfolio view - Fund details - Risk profiling - Reports & statements - Insurance tracking ## Is NIVESTO safe? Not enough ratings yet to assess NIVESTO. ## Is NIVESTO legit? NIVESTO appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for NIVESTO is 65 out of 100 points across 7 verification signals from App Store and developer data. ## Frequently asked questions about NIVESTO ### 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. ## Version history (last 5 releases) ### 4.7.0 — 2026-10-31 Bug fixes and performance improvements. ### 4.6.5 — 2026-10-13 Bug fixes and performance improvements. ### 4.6.2 — 2026-10-07 Bug fixes and performance improvements. ### 4.6.0 — 2026-09-19 Bug fixes and performance improvements. ### 4.5.9 — 2026-09-10 Bug fixes and performance improvements. ## Apps similar to NIVESTO | App | Rating | Price | Category | | --- | --- | --- | --- | | [Subscription Manager: Orbit](https://appshunter.io/ios/app/subscription-manager-orbit/id6692620188) | 4.7 (131) | Free | Finance | | [Univest - Stocks & Investments](https://appshunter.io/ios/app/univest-stocks-and-investments/id6443753518) | 4.3 (31) | Free | Finance | | [mStock by Mirae Assets-IPO, MF](https://appshunter.io/ios/app/mstock-by-mirae-assets-ipo-mf/id1577155974) | 4.5 (107) | Free | Finance | | [Trade W - Investment & Trading](https://appshunter.io/ios/app/trade-w-investment-and-trading/id1617017221) | 3.8 (107) | Free | Finance | ## More apps by INVEDGE CONSULTANTS PRIVATE LIMITED - [Jai Jawan India](https://appshunter.io/ios/app/jai-jawan-india/id6755186577) - [Sanchay Karo](https://appshunter.io/ios/app/sanchay-karo/id6755289848) - [Money 360](https://appshunter.io/ios/app/money-360/id6755429639) - [MutualFund Briefcase Chimulkar](https://appshunter.io/ios/app/mutualfund-briefcase-chimulkar/id6755683171) - [Udit Ankush](https://appshunter.io/ios/app/udit-ankush/id6757591396) - [AKFinMart](https://appshunter.io/ios/app/akfinmart/id6758437425) All apps by INVEDGE CONSULTANTS PRIVATE LIMITED: https://appshunter.io/developer/1747334208 ## Related topics [swc gullak](https://appshunter.io/ios/topics/swc-gullak) · [gullak](https://appshunter.io/ios/topics/gullak) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-31.*