Nivesh.com vs AssetPlus - Mutual Funds & SIP Usage & Stats

Why Use Nivesh.com - Easy account opening We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds. - Easy fund selection & investment We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks! - No account opening charges We don’t levy any charges from our customers. There are no demat charges as well. - Live portfolio tracking You can see your portfolio value any-time by logging into nivesh.com website or mobile app. - Human connect Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with our distributors in your location. What Types of Transactions are Possible You can do following types of transactions for mutual funds in India • Systematic Investment Plan (SIP): Regular monthly investments in mutual funds • One-time lump sum • Sell / Redemption: Withdraw money from your mutual fund investments • Switch: Shift your investment from one scheme to another of the same mutual fund • Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval • Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund. • Instant Redemption: For some liquid schemes, you can instantly redeem your investments upto Rs. 50,000. What Financial Goals can be Achieved • Build Long-Term Wealth: Suitable for meeting long-term goals with more than 3 years horizon • Save Tax: Suitable for saving taxes under Section 80C. Provides lowest lock-in among other tax saving options • Meet Short-term Goals: Suitable for superior tax adjusted returns for surplus funds over one year • Plan for Retirement: Suitable for building wealth for post retirement life • Save for Children: Suitable for accumulating funds for children education / marriage • Regular Income: Suitable for superior tax adjusted returns for regular income over more than 3 years horizon Which Mutual Funds are Available You can buy-sell following mutual funds schemes through nivesh.com Aditya Birla Sun Life Mutual Fund Axis Mutual Fund Baroda Pioneer Mutual Fund BOI AXA Mutual Fund Canara Robeco Mutual Fund DHFL Pramerica Mutual Fund DSP Blackrock Mutual Fund Edelweiss Mutual Fund Escorts Mutual Fund Franklin Templeton Mutual Fund HDFC Mutual Fund ICICI Prudential Mutual Fund IDBI Mutual Fund IDFC Mutual Fund Indiabulls Mutual Fund Invesco Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund L&T Mutual Fund LIC Mutual Fund Mahindra Mutual Fund Mirae Asset Management Motilal Oswal Mutual Fund Peerless Mutual Fund PPFAS Mutual Fund Principal Mutual Fund Reliance Mutual Fund SBI Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund Union Mutual Fund UTI Mutual Fund
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AssetPlus is India’s leading digital platform for Mutual Funds Investments. Over 75,000 families trust us with their wealth management as we manage Mutual Fund investments over 2000+ crores of AUM. We provide investment and insurance advisory services. We provide you a one-stop financial guidance through: A dedicated financial advisor Understanding financial goals & risk appetite to curate a tailored portfolio Managing external & internal investments in one app Encouraging investment discipline Tracking your portfolio and conducting periodic reviews Sit back and relax while we guide you in your financial planning and portfolio management. Start your journey to Financial Freedom by downloading the AssetPlus app now. Here from our top investors about their investment experience with AssetPlus "I've tried several mutual fund platforms, but AssetPlus stands out. It’s the best mutual fund investment platform I've used, offering clear guidance and easy access to investments. If you're looking for an online mutual fund investment platform, this is the one to go for!” ~ Venkat “AssetPlus is the best investment platform I’ve used for mutual fund investments. I love how I can track all my mutual fund investments in one place. It's made managing my portfolio so much easier and stress-free.” ~ Shrija *names changed for confidentiality reasons AssetPlus Mutual Fund app is available in English, Hindi & Tamil. Frequently Asked Questions What are the charges for using the AssetPlus App? The AssetPlus App is completely free for investors. However, we charge a nominal fee to mutual fund companies for the services we provide. I want to learn more about mutual funds and SIPs. What should I do? To learn about mutual funds, you can easily access the ‘Learn more’ Section in the AssetPlus app. Our experts are also available anytime to help you by solving your queries. What other services do your Mutual Fund advisors provide? Our experts provide complete guidance on Goal-based investment planning, Tax Planning, Retirement Planning, Wealth protection, etc for you and your family. What products do we have in our platform? Our investment products will help you build wealth & achieve your financial goals. Mutual Funds help you build wealth, fulfil short-term and long-term financial goals, and achieve financial independence. NPS helps plan your retirement years by building retirement wealth and also helps you save taxes. Corporate FD enables you to earn assured returns at a better interest rate than bank FDs. Insurance: Protect your wealth from unexpected emergencies with Insurance. Loans: to fulfil your urgent financial needs at affordable interest rates. Can I save tax through mutual funds? Yes, you can invest in ELSS mutual funds to save tax u/s.80C. For instance, you can save up to Rs.46,800 by investing Rs.1,50,000 in ELSS in a year. Can I track investments made on other Mutual Fund apps/Offline here? Yes, you can! Import your external Mutual Fund investments from anywhere and track them easily. Other Mutual Fund tracking apps include MyCAMS, KFinKart, IPru Touch, SBI MF, etc. What are the benefits of tracking Mutual Fund investments here? All these apps provide a limited number of AMCs to track, whereas, on the AssetPlus App, you can invest and track investments across all AMCs. Which mutual fund companies are available to invest in AssetPlus? The following mutual fund companies are available. Axis Mutual Fund Aditya Birla Sun Life Mutual Fund Canara Robeco Mutual Fund DSP Blackrock Mutual Fund Franklin Templeton Mutual Fund HDFC Mutual Fund ICICI Prudential Mutual Fund Bandhan Mutual Fund Invesco Mutual Fund Kotak Mahindra Mutual Fund Quant Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund Nippon India Mutual Funds SBI Mutual Funds Sundaram Funds Tata Mutual Funds UTI Mutual Funds Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. [:mav: 6.0.358]
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Nivesh.com VS.
AssetPlus - Mutual Funds & SIP

January 6, 2025