Kuvera: Mutual Funds, SIP App

Kuvera

About this app

Online investing in Mutual Funds, SIP, Stocks & Fixed Deposits simplified. Built by data-driven ex-money managers & techies to make investing easier, faster and better.

ONE APP FOR ALL INVESTING NEEDS.

✅ Start SIP in Mutual Funds to create long term wealth
✅ Mutual Funds: Invest in 5000+ direct Mutual Fund plans.
✅ Fixed Deposits: Range of FDs, book online FD in mins.
✅ Stock market: Invest in shares listed on NSE and BSE.
✅ Gold: Add gold bought externally to track gold investments.

FINANCIAL PLANNING. SIMPLIFIED.

👍 Goal Planning: Set financial goals like buying a home, retirement, child’s education etc. with our goal-planning feature.
👍 Family account: Create a joint account or individual account under a single login as a family account. Manage your parents’ investments, or invest with your spouse.
👍 Smart analytics: Get insights on your investments for smarter decisions. Analysis of your asset allocation, portfolio XIRR and comparison with peers.
👍 Plan for emergencies with SaveSmart: Invest in Liquid MFs, withdraw up to ₹2 lakhs within 30 minutes.

SAVE MORE. CREATE MORE WEALTH.

√ Save 35% over 20Y with direct Mutual Funds. Pay ZERO commission.
√ Save upto ₹10,000 in LTCG taxes every FY with Tax Harvesting.
√ Save tax with ELSS mutual funds from all AMCs.
√ Least tax & exit load on switching or redeeming Mutual Funds with TradeSmart.

INVEST IN MUTUAL FUNDS

- Start SIP within mins. 5000+ direct Mutual Funds from all AMCs like SBI Mutual Fund, ICICI Prudential MF, HDFC MF, Nippon India MF, Kotak MF, Aditya Birla Sun Life MF, Axis Mutual Fund, Mirae Asset MF, & more.

- Funds across all categories like Equity (Large cap, Mid cap, Small cap), Debt, Hybrid, Solution oriented, and other schemes like Index Funds, ETFs, Fund of Funds & Balanced funds.

- Make smart investment decisions. Compare fund's performance to index (Nifty 50, Nifty Next 50, Nifty MidCap 100, Nifty SmallCap 100), category & peers. Or, add a fund for comparison.

- Invest Lump sum, set up systematic investment plan (SIPs), Systematic Transfer plan (STP) & Systematic Withdrawal Plan (SWP).

- Switch from regular to direct Mutual Fund plans for free, earn up to 1.5% higher returns

- Seamless import of external investments through Consolidated Account Statement (CAS).

- Know what’s popular in the smart investor community with most bought, most sold & most watchlisted SIP, Mutual Funds and FDs.

- Get all transactions & reports for ELSS and Capital Gains.

BOOK ONLINE Fixed Deposits

- Your Fixed Deposit app.

- Easy online Fixed Deposit booking.

- Check FD rates from a wide range of bank & NBFC fixed deposits.

- Book Bajaj Finance FD, Shriram Finance FD, Mahindra Finance FD, Axis Bank FD. More coming soon.

STOCK MARKET INVESTING MADE EASY

- Buy & sell shares on NSE Nifty 50 & BSE Sensex with live share price movements.

- Track stock portfolio, import from brokers and demat a/c like Zerodha, Upstox etc, or upload your CAS from CDSL or NSDL.

- Get latest share price, top gainers and losers, 52 week high and low, 1 year & 5 year returns, dividend yield, market cap, volume, financial statements & other fundamentals.

- Get rich insights, compare with peers through intuitive charts.

IN SAFE HANDS

- 128-bit Bank-grade encryption for data safety
- ISO/IEC 27001:2013 certification
- SEBI registered investment advisor

Happy to help :) Write to [e-mail]

AREVUK Advisory Services Pvt Ltd | SEBI Registration No. INA200005166

DISCLAIMER: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory.

Ratings and reviews

Recently I have had horrible experience trying to complete transactions. After selecting the debit card and entering CVV, the screen just goes blank with a white background and section of screen on top center has a blue something. You think it is working, but it isn't. I got the OTP, but the screen never refreshed to complete the transaction.

First of all, I really appreciate the hard work of kuvera team behind this. I'd like to make a couple of suggestions (1) Please add the "consolidated view" option for family accounts in the app. You have this option on desktop site. (2) The navigation menu is not fully displayed in the app. (3) You may also try adding other additional info about the mutual funds, like turnover rate, alpha, beta score etc.

Awesome app, best part is all functionality available on the website is also available in the app. Support from Kuvera team has been great so far and they have been constantly adding new useful features. Hope they continue to make the app better by adding features like fingerprint login, 2FA, etc. I also believe there is scope to improve the reporting aspect, e.g. ability to see STCG and LTCG taxes by each fund, ability to look at your investments on cost basis, etc. Great job so far overall.

What's new

Everything, really. * A brand-new interface. * Introducing Jini, your coach for smarter goal planning. * Live market updates * Deep clean of bugs. * And more