Kuvera - Stocks & Mutual Funds 1.231.5

Introducing the world's first financial planning and investment platform that is both versatile and free of charge. Developed by a team of data-driven ex-money managers and tech experts, it aims to simplify, expedite, and enhance investing processes.

ONE APP. FOR ALL INVESTING REQUIREMENTS.

√ Mutual Funds: Access over 5000 direct MF plans.

√ Fixed Deposits: Conveniently book various FDs online in minutes.

√ Stock Market: Invest in shares listed on NSE and BSE.

√ US Stocks: Easily buy and sell shares of listed companies in the US.

√ Employee Provident Fund: Link your UAN to monitor EPF balance.

√ Gold: Track external gold investments effortlessly.

FINANCIAL PLANNING. SIMPLIFIED.

Set specific financial goals such as owning a home, preparing for retirement, or funding your child's education using our comprehensive goal-planning feature. This feature merges SIP calculator with intelligent recommendations for optimal planning.

Establish a joint or individual family account under a single login for streamlined management of investments within your family.

Benefit from smart analytics providing insights on your investments for informed decision-making. Analyze asset allocation, portfolio XIRR, and compare with peers for enhanced clarity.

Prepare for emergencies with SaveSmart - invest in Liquid MFs and withdraw up to ₹2 lakhs within just 30 minutes.

SAVE MORE. CREATE MORE WEALTH.

√ Save up to 35% over 20 years with direct MFs without paying any commission.

√ Save up to ₹10,000 in LTCG taxes annually with Tax Harvesting benefits.

√ Optimize tax savings with Equity Linked Savings Scheme (ELSS) MFs from all AMCs.

√ Experience minimal tax implications and exit load when switching or redeeming MFs with TradeSmart.

INVEST IN MUTUAL FUNDS

• Diversified range of over 5000 direct MFs from various AMCs like SBI Mutual Fund, ICICI Prudential MF, HDFC MF, and many more.
• Coverage across all fund categories including Equity, Debt, Hybrid, Solution oriented, and other schemes like Index Funds and ETFs.
• Easily compare fund performance against indices, categories, and peers for informed decision-making.
• Various investment options including lump sum funding, SIP investment, STP, and SWP are available to cater to different preferences.
• Switch from regular MFs to direct plans for enhanced returns with no additional charges.
• Seamlessly import external investments via Consolidated Account Statement (CAS) for centralized tracking and management purposes.

BOOK ONLINE FDs

• Create fixed deposits conveniently online within minutes from a wide array of banks and NBFCs like Axis Bank FD and Bajaj Finance Ltd FD among others.

STOCK MARKET INVESTING MADE EASY

• Easily trade shares on NSE Nifty 50 & BSE Sensex with real-time share price updates.
• Effortlessly manage your stock portfolio by importing from brokers like Zerodha or Upstox or by uploading your CAS from CDSL or NSDL.
• Access crucial stock market information such as share prices, high-low ranges, top gainers/losers, historical performance data, dividend yield, market capitalization, trading volume, financial statements, and other fundamentals.
• Gain valuable insights and compare performances with peers using intuitive charts provided within the platform.

DIVERSIFY WITH US STOCKS

• Diversify your portfolio by investing in over 1000 US stocks & ETFs from India with zero commission fees.
• Purchase fractional shares starting from as low as $1 to invest in your favorite companies like Apple, Meta, Google & more.
• Participate in the latest NYSE IPOs at your convenience through the platform.
• Easily transfer funds to your account for seamless trading transactions.
• Maintain tax compliance effortlessly with readily available Capital Gains Reports provided within the platform.

In Safe Hands

• Your data is safeguarded with 128-bit bank-grade encryption for maximum security measures.
• The platform holds an ISO/IEC 27001:2013 certification ensuring international standards of data protection are met.
• Operated by SEBI registered investment advisors for further trust and credibility.