Best Nivesh Desk Apps

0.0(0 ratings)

Free

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.3M ratings)

Free

#14in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

Edward Jones by Edward Jones

Track your goals on-the-go

Worth Considering

AI financial advisor built in

4.8😊(142K ratings)

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

🚀 Efficient and streamlined app
👍 Intuitive and user-friendly design
🔒 Secure communication with advisors
💡 Ability to integrate external accounts
👍 Helpful for retirement planning and goal tracking

Room to Improve

🐛 Frequent login and Face ID issues
🔍 Lack of advanced features and customization
🔍 Cluttered and overwhelming UI
🔍 Missing key information and data visualizations

More Nivesh Desk apps to explore

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

(75K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(66K)

Nivesh: Wealth Management App

Manage & Grow Your Wealth

Access 1700+ Mutual Fund Schemes & SIPsReal-time investment trackingAI-driven portfolio recommendations

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

by Excel Net Solutions Private Limited

Mutual fund scheme informationFund objective and featuresReturn performance tracking

Access detailed information on Indian mutual fund schemes, including objectives, performance, and holdings. Compare fund returns and utilize financial calculators. Investors can also manage their portfolios online.

(236)

Qapital: The Money Saving App

Save. Invest. Budget.

Automated savings goalsSmart budgeting rulesInvest in ETFs

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.

by Computer Age Management Services Private Limited.

(86K)

subscription

myCAMS Mutual Fund App

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

(188)

HDFC Mutual Fund: Invest, SIP

Mutual Fund, Tax Saving, SIP

Paperless Onboarding (E-KYC/Aadhaar)Easy Login with MPIN/OTPOne-View Investment Dashboard

Invest in mutual funds conveniently through SIP or lump sum. Utilize calculators for financial planning and track your portfolio performance. Features include paperless onboarding, easy login, and an e-cart for quick purchases.

Invest with expertise

Saudi & International brokerageInvestment funds accessReal-time stock prices

This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.

(17K)

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

(107)

by NIWESH WEALTH ASSOCIATES LLP

Nivesh

by MF UTILITIES INDIA PRIVATE LIMITED

Initiate purchases and redemptionsManage systematic investmentsTrack submitted orders

Facilitates seamless mutual fund transactions for distributors and investors in India. Initiate purchases, redemptions, and various systematic investment plans on the go. Requires login credentials and a Common Account Number (CAN) for investors.

(3)

ICICI Pru Mutual Fund i-Invest

SIP, Invest, Save Tax

Mutual fund investmentPortfolio trackingSIP management

Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

(73)

AssetPlus - Mutual Funds & SIP

Expert advice. Easy investing.

Expert financial adviceEasy mutual fund investingTailored portfolio curation

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

(46)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

SBI Mutual Fund-InvesTap Nxt

Now AI Powered

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

(649)