Advice and support to help you reach your financial goals, faster
With the DIY plan, invest in recommended mutual fund portfolios;
Unovest recommended MF portfolios have lower churn, lower expenses, lower risk and thus result in a portfolio optimised for higher returns.
Not to mention peace of mind!
With a premium service, you can ask as many questions as you want on your portfolio.
The PLUS plan allows you to build your own financial plan, get portfolio insights and track your networth, asset allocation and goals.
Take charge of your mutual fund investments, weed out the bad funds and create a focused portfolio that will deliver on your dreams.
Build you own winning portfolio
No hassle self start with zero fee
- 1-click upload of existing mutual fund portfolio;
- Unlimited transactions in direct plans of mutual funds;
- Add 1 Common Account Number;
- View awesome summary reports and analysis.
Do it Yourself (DIY)
Invest in recommended MF portfolios
- Everything in Free +
- Build your own portfolio, OR
- Invest in Unovest recommended MF portfolios.
- Multiple Family Accounts (upto 5) in a single login;
- View separate reports for each family member (CAN wise);
- Priority Support (Email);
Seek more value from your existing investment portfolio
- Build your own financial plan;
- Track your goals against investments;
- Track all Assets, Liabilities and Networth;
- Invest in Unovest recommended MF portfolios;
- Get Portfolio Insights;
- Detailed Capital Gains report for MFs;
- 30 minute call with Investment Advisor;
- Access to special reports and premium content;
- Email and Phone Support.
Note: All fees are inclusive of taxes. Access for 1 year, renewal every year.
With the free plan, there is – No Advice, No Insights, No Support.
Get smarter and subscribe to the premium services.
What are mutual fund portfolios?
Unovest recommends Mutual Fund portfolios for your own unique time horizon and the risk that you are comfortable with.
When you access any portfolio, you get to know the name of the mutual fund scheme as well as how much allocation you should make to that scheme.
An aggressive wealth builder portfolio, for example, is suitable for a 5 to 10 years time horizon and has 4 mutual fund scheme names and the %age allocation mentioned.
If we make any changes to the portfolio, you will also get updates about it.
As mentioned before, we believe in a portfolio that offers you low risk, low volatility, low expense and helps you achieve your financial goals, faster.
The MF portfolios recommended by Unovest come under the following categories:
- Wealth Preserver
- Wealth Builder
Each category has 3 different portfolios for different risk profiles.
Apart from the above, there are tax saving recommendation as well as recommendations as alternatives to cash or bank account.
If you are a US / Canada based NRI, some of the schemes may not allow you to invest. Now, you can find a relevant portfolio for your needs.
What insights do I get with PLUS plan?
Portfolio Insights is your shortcut to know if your existing portfolio is structured to help you achieve your goals.
While “set it and forget it” is a golden rule for long term investments, it makes sense to review your MF investments once in a while and see if they are on track to help you reach your financial goals.
As a part of the insights, our advisor helps you understand key areas such as:
- How are my investments doing?
- Have I chosen the right funds?
- Am I diversified enough?
- Do I need to make changes to my portfolio, if any?
- How likely am I to meet my goals?
- Have I been investing consistently?
This information coupled with timely action-oriented alerts ensures that your investments are working hard for you.
You can use the insights to make the relevant changes to your portfolio and focus it to meet your goals in a timely manner. Rest assured that your journey to your goals will be worry-free.
Sahil Wadhwa, Lead Application Developer at Equal Experts
I had been a victim of bad financial advice from friends and family 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 Vipin & Unovest has actually encouraged me to double my investments since last year so as to secure my future financially.
Piyush Dhimate, Specialist – Product Development at FIS
I had a financially empowering experience with Vipin. I was pretty much confused when I had decided to invest in Mutual funds but Vipin along with Unovest’s goal oriented approached help me invest the right amount at the right place and most importantly for a purpose. As I communicated the many questions I had, I could see how deep Vipin’s financial assessments ran. At this point in time, my decision to seek his professional advice has given a good kick start for my investments.
Personalised Financial Planning and Investment Advisory Services
If you aware of your goals, need to save and how much, the MF portfolio services should do the job for you. However, if you are looking for direction in managing your money and investments, then you must first take up Financial Planning and Investment Advisory services - High-touch personalised attention, advice, handholding, support and learning. Find out more