Grow 5X..smart tech,smarter MFDs

Upgrade Your Business. Outgrow Your Market.

Smart tech, proactive research, and a premium client experience that puts you ahead of every competitor.

Launch your own branded wealth platform in minutes, not months.

Trusted by 10,000+ partners|Integrated with CAMS & KFin|AMFI-compliant|Launch in 1 hour|Zero onboarding cost
Nivesh | Wealth Platfrom for Mutual Fund Distributors
Nivesh | Wealth Platfrom for Mutual Fund Distributors
The MFD Revolution

The Business Of MFDs Is Changing.
Don't Get Left Behind.

Clients today expect goal-based,teach-enabled, multi-product solutions. With Nivesh, MFDs evolve into trusted individuals combining personal trust with digital scale.

"The future belongs to MFDs who put clients at the center...and tech at their fingertips."

The Old Way
Form
⚠ Manual Tracking
⚠ Excel Sheets
The Nivesh Way
Nivesh Dashboard
Digital
Automated
10x Faster

One Platform. Infinite Possibilities.

Manage every client, product, and process...from onboarding to growth...with ease.

Digital Onboarding & KYC

Instant eKYC, UPI Autopay, and Cart for multiple transactions through a single OTP.

AI-Driven Portfolio

Sell outcomes, not just products. Smart allocation based on client goals.

Multi-Product Suite

MF, SIF, PMS, AIFs, Bonds, and Insurance...all in one place.

Smart AI-based Insights

Track portfolios and send actionable alerts to your clients automatically.

Client App

Reduced servicing and better client experience. With your brand, your logo.

Marketing Tools

Research content, calculators, and lead tracking built for MFDs.

For Existing MFDs

Transform Your Practice Into A Digital Wealth Brand.

Free up your time for client acquisition

Stop managing clients through WhatsApp and spreadsheets

Accelerate client onboarding to minutes

Reduce your expenses on software and people

With Nivesh, automate your backend, strengthen client trust, and grow 10x faster.

“Platforms don’t replace distributors...they evolve them.”

iOS DashboardiOS
Web DashboardWeb
Android DashboardAndroid
iOS AppiOS
Android AppAndroid
Web DashboardWeb
For Aspiring MFDs

Start Your Wealth Journey With Nivesh.

We help you become a MFDs ... from AMFI certification to your first client.

1

Get trained and certified

Complete AMFI/NISM certification with our expert guidance and study material.

2

Get your own ARN

We assist you in obtaining your AMFI Registration Number (ARN) quickly.

3

Launch your business

Go live with the Nivesh platform and start onboarding clients immediately.

"From learner to leader...your MFD journey starts here."

We Have Grown From Strength to Strength

India Map with Nivesh Coverage
Loading statistics...
9,210
Partners across India
3,000+
Customers spread pincodes
47,00,000 +
Transactions Executed

Distributors Across India Are
Scaling Faster With Nivesh.

Loading testimonials...

Why Choose Nivesh

Built For MFDs.
Designed For Growth.

  • No upfront cost for joining Nivesh
  • Seamless integration with top R&TAs and AMCs
  • Dedicated RM
  • Clean, intuitive UI
  • Scalable, compliant, and always up-to-date

WE WORK WITH LEADING PROVIDERS

Integrated with leading AMCs & R&TAs

BSE
CAMS
Gupshup
Karvy
ONDC
MF Utilities
SendGrid
WhatsApp
BSE
CAMS
Gupshup
Karvy
ONDC
MF Utilities
SendGrid
WhatsApp
BSE
CAMS
Gupshup
Karvy
ONDC
MF Utilities
SendGrid
WhatsApp

Your Journey From MFDs To
Digital Wealth Brand Starts Here.

Whether you’re starting fresh or scaling up, Nivesh gives you the platform, products, and partner ecosystem to grow faster and smarter.

Recognized & Awarded Both in India and Internationally

Recognized by AMFI for Growth & Inclusion (2025)

Recognized by AMFI for Growth & Inclusion (2025)

BFSI 50 Most Trusted Brands

BFSI 50 Most Trusted Brands

WEALTHTECH100 (2020)

WEALTHTECH100 (2020)

Excellence in Finance (2019)

Excellence in Finance (2019)

Startup Superhero Hunt (2018)

Startup Superhero Hunt (2018)

BSE Best Performer in MFD (2023, 2024, 2025)

BSE Best Performer in MFD (2023, 2024, 2025)

Frequently asked questions

Loading FAQs...