निवेश जीवन

Who we are

Nivesh Life is a leading provider of B2B and B2C application services in India. We specialize in assisting organizations and Independent Financial Advisors (IFA) in meeting their technical requirements. Our focus is on developing high-end technology platforms for the next generation of financial advisors and Mutual Fund distributors who prioritize adding value to their client relationships.

Our motto, “#YourBrand #YourPlatform,” reflects our commitment to addressing all the needs of financial advisors. We offer a completely white-labelled platform with no co-branding, allowing advisors to seamlessly integrate their data hassle-free. With Nivesh Life, financial advisors can enhance their services and provide a personalized experience for their clients.

What we Do

At Nivesh Life, we provide B2B Mutual Fund software that empowers financial advisors to manage their investments effectively. Our platform allows users to systematically view their mutual funds, stocks, and other investments, with daily backups for easy access anywhere. We have a dedicated team of IT coordinators and trainers available 24/7 to assist users with our software application.

With Nivesh Life, financial advisors can digitize their historical business records and seamlessly transition to a digital platform. Our digitally empowering investment services are equipped to handle big data for thousands of financial advisors, ensuring efficient data management and diverse reporting capabilities. We also offer round-the-clock after-sales services and 24/7 customer support for real-time portfolio management queries.

Why you should use us

Choosing Nivesh Life as your partner in financial services offers a host of benefits. Our white-labelled platform allows you to maintain your brand identity while leveraging advanced technology for your business. With our comprehensive data management system and diverse reporting capabilities, you can make informed decisions and provide better service to your clients.

Our dedicated team of IT coordinators and trainers are always available to guide you through the software application and provide assistance whenever needed. With Nivesh Life, you can streamline your operations, digitize your business processes, and stay ahead of the competition in the rapidly evolving financial services industry.

What can you ask?

• How can I integrate my data into the Nivesh Life platform?
• What kind of reporting capabilities does Nivesh Life offer?
• Can I access my investments on the platform from anywhere?
• How does Nivesh Life support after-sales services?
• What kind of training and support does Nivesh Life provide for new users?