We are primarily a product-oriented company. We believe that rather than government bureaucracy, the challenges in the field of financial advisory are rooted in technology and design. Our goal is to develop applications that are both easy and comprehensive, addressing all of the needs of financial advisors. Our product enables financial advisors to simplify finance for their clients. Nivesh Life is a common noun in the mutual fund distribution industry, and it is well-known throughout India for its toughness and dependability.
Why Nivesh Life?
Nivesh Life has provided B2B & B2C application services to assist organizations and IFA in exceeding their technical requirements in India. Our expertise is in the development and maintenance of Enterprise Resource Planning (ERP) systems.
We provide a mature and experienced team to help you turn your ideas into action. The team's experience in software implementation, product ranges beginning with Wealth Management Software ERP System, Nivesh Life is one of India's Growing Wealth Management Software providers, offering everything including financial website development to financial ticker and financial planning software, as well as other product lines. With a wide range of implementation risks, Nivesh Life has a strong understanding of financial domains and technologies, and quality implementation is a must for us.
What is it that we do?
At Nivesh Life, we combine our Technical and Financial Domain Expertise to create world-class one-stop solutions for Financial Advisors like Mutual Funds software, Mutual Funds software for IFA, Mutual Funds software for Distributor, Wealth Management software, Financial Planning Generator, Financial Websites, and Financial Tickers.
Nivesh Life is a vertically integrated IT firm that, like any spirited business, is powered by ideas, emotions, grit, and enterprise. Furthermore, we encompass something that extends beyond information technology. This means that when it comes to providing a solution, we do so with sincerity. A perfect communication design is born from 360-degree thought and seamless execution. We work hard to be proactive in this world where constant change is the buzzword. This is reflected in the benefits that our clients receive.
In our dealings and conducts with our clients, we are completely transparent and fair. Because of our transparency and honesty, our community continues to grow.
Provide need-based solutions at a reasonable price, resulting in long-term client connections through a happy staff and excellent service.
To provide investment solutions by simplifying the investment process and tailoring it to the client's objectives. Our goal is to provide you with advanced investment consultation in order to help you reach your long-term objectives, such as planning for your children's education, tax planning, and retirement planning.
URL based completely white Labelled: If the financial advisor’s website URL is www.ourdomain.com, the software will be operating on the same URL the inside report URL will look like www.ourdomain.com/MFPortfolio. Your Brand, Your Platform A complete white-labelled solution to manage and grow your mutual fund business efficiently. Nivesh Life comes with your own personalized business name website and mobile app. Strong Portfolio Analysis We made investment reports incredibly simple for distributors by using Mutual fund software that displays all of the critical facts at a glance. We offer advisors the best financial management platform in India.
Portfolio Re-Balancing in Mutual Fund Software for Distributors enables booking profit at peak and investing at the bottom with a single click, the feature is integrated with BSE & NSE to switch orders instantly from the Rebalancing report, and through this product engineering, a folio can be more productive at lower risk.
A quick video KYC through the paperless platform, invite clients via an invitation link for presence everywhere in the world. The most cost-effective and business-growth feature that gives your investors peace of mind.
The investing cycle is centered on FEAR, GREED, and HOPE, and we added LOVE. Our Goal Tracker function helps MFDs customize the Goal report by including images of the client's family and children to make the goals more realistic. Distributors can map multiple assets to the investors' goals, and in the event of a shortage, the distributor can place future purchases to make up the difference.