As a DIY investor, you know you can manage your mutual fund investments much better if you get access to right advice, insights and support. Congratulations! You have come to the right place. The DIY plan from Unovest brings to you all the tools and insights that you need to make your …
Advice that you trust
When right advice meets your money, your investment portfolio flourishes. Every single bit of advice at Unovest comes from real human beings. After all, it is a matter of trust..
ZERO COMMISSIONS, ZERO CONFLICT
No conflict in our advice. We recommend direct plans only where you save on commissions, increase your portfolio value and reach your goals faster.
LEARNING AS THE AXIS
You don't just take advice, you get an opportunity to learn and become a more effective investor. Ask unlimited questions.
Tools and Insights
Use the right tools to invest, track and get insights based on data to create useful behaviour change leading to higher returns.
Even if you have zero experience as an investor, you will say "WOW" when you experience our handholding and care. Unovestors say that.
Create your free account, upload your existing portfolio 1-click, view quick reports & start switching to direct plans. Now.
I was looking for a platform to invest into the direct plans of mutual funds. While I perfectly understood the benefits of moving to direct plans, until a while ago, the only option was to invest individually through different AMCs (which would be really painful). To my surprise, I realized that there are several options now to invest in direct plans from a single platform.
I did a thorough research and decided to choose Unovest over the competition for their sheer focus on functional aspects. It took me 5 minutes (yes just 5 minutes!) to register and have a coherent view of my entire mutual fund portfolio invested through different brokerages with some amazing reports. It also suggested which funds I should switch to direct plans. Most importantly, the team responded very promptly to a number of queries that I raised.
Also, being based on the MFU platform, you are not locked into Unovest in any way. You can always manage and track your investments from the MFU portal (I bet you won’t do this though!). Wishing the team loads of success ahead!
“I am new to Mutual Funds, had lot of questions on how to build my portfolio. Unovest suggested some changes in my portfolio with very good reasoning and analysis. There are other sites where you can track your portfolio but don’t think they really care about your money, give unbiased suggestions and respond promptly. It’s been two months since I’m using Unovest, really surprised to see Vipin & team answering all my questions patiently, promptly, and educating about the funds at the same time. I wish Unovest all the best and to keep up the good work.”
“I had been a victim of bad financial advice until I accidentally landed on blogs by Vipin on Unovest. My financial strategy has totally changed after that.
Genuine and thought-full advice which I get through Unovest along with its unique reporting features gives me more comfort & control about where my money is going and how it’s performing.
Now I am moving to do all my transaction and tracking from Unovest only. This trust with Unovest has actually encouraged me to double my investments since last year so as to secure my future financially.”
I alone have been managing mutual fund investments for my family members. Remembering passwords for everyone’s investment accounts was becoming a big pain. And even more difficult was to keep updating every transaction’s detail on tracker tools I had been using.
Using Unovest has truly simplified managing and transacting in mutual funds’ direct plans, across fund houses, for all my family members, through a single account. The very first step of moving to this platform, in a secure mode, has been made very easy by uploading the common account statement from CAMS.
The possible savings estimations from opting into direct plans prompted me to switch my older holdings from regular plans to direct plans, giving me a real monetary gain at the very start itself. I am excited about all that is coming up.
First, I can invest in and track all my family accounts in one place. Second, it enables me to invest online in direct plans of mutual funds. More returns straight away. Finally, the response time is amazing for any queries. They truly care.
The experience is seamless and advice that is highly likely to help me “reach my financial goals, faster.“