Kuvera: MFs, FDs, Stocks

Kuvera

About this app

Join the world's first FREE financial planning and investment platform. Built by data-driven ex-money managers & techies to make investing simpler, faster and better.


ONE APP. FOR ALL INVESTING NEEDS.

✅ Mutual Funds: Choose from 5000+ direct MF plans.
✅ Fixed Deposits: Range of FDs, book online FD in mins.
✅ Stock market: Invest in shares listed on NSE and BSE.
✅ US Stocks: Buy and sell shares of listed US companies
✅ Employee Provident Fund: Link your UAN to track EPF balance.
✅ Gold: Add gold bought externally to track gold investments.


FINANCIAL PLANNING. SIMPLIFIED.

👍 Goal Planning: Set financial goals like buying home, retirement, child’s education etc. with our awesome goal-planning feature that brings together SIP calculator with smart recommendations.

👍 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 MFs. 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 MFs with TradeSmart.


INVEST IN MUTUAL FUNDS

- Over 5000 direct MFs from all AMCs like SBI Mutual Fund, ICICI Prudential MF, HDFC MF, Birla Sun Life MF, Nippon India MF, Axis MF, Mirae Asset MF, Tata MF, DSP MF, L&T 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.

- Designed for 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.

- Lump sum investments, set up Systematic Investment Plan (SIP investment), Systematic Transfer plan (STP) & Systematic Withdrawal Plan (SWP).

- Switch from regular MFs to direct MF 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 MFs and FDs.

- Extra rewards on redemption of Mutual Funds, get 1% more on the amount you transfer to Amazon Pay Balance.

- All transactions & reports for ELSS and Capital Gains, sorted by financial year.


BOOK ONLINE FDs

- Your fixed deposit app.

- Easy online FD booking within mins.

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

- Axis Bank FD, Bajaj Finance Ltd FD plus 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, day’s high, day’s low, 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.


DIVERSIFY WITH US STOCKS

- Invest in 1000+ US stocks & ETFs from India, pay no commission

- Stocks of your favourite companies like Apple, Meta, Google & more

- Buy a fraction of stocks for as little as $1

- Participate in the latest NYSE IPOs

- Easy money transfer to fund your account

- Ensure tax compliance with ready-made Capital Gains Report


IN SAFE HANDS

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


We are happy to help :) Write to [e-mail]

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.

The one good thing about app is that we can keep track of all accounts at one place. And we can see consolidated returns. Thats it. Other than that the app is too cluttered and there are so many things going on at the same time. On the same page. A good UI/UX is the one where in it all intuitive to all users. But for Kuvera's UI/UX it isn't at all. You guys can do a better job in revamping the UI/UX.

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