Every rupee you own, on one screen.
Your money is spread across a demat account, three fund houses, a bank deposit, an insurance policy and a pension account. AlphaNivesh brings all of it together and tells you what you are actually worth.
becomes
₹87,42,310 one number, six places, updated as statements arrive
What it pulls
Most of it arrives on its own.
One consolidated account statement carries far more than people expect. Where a statement exists, we read it. Where it does not, you add the holding once and we track it from there.
Shares and ETFs
Everything in your demat account, with quantities and cost.
From your statementMutual funds
Every folio across every fund house, whether held in demat or not.
From your statementBonds and government securities
Corporate bonds, G-secs and treasury bills held in demat.
From your statementGold
Sovereign gold bonds and gold funds. Physical gold you add yourself.
From your statementPension
Your NPS balance and how it is allocated across schemes.
From your statementInsurance
Policies that carry a value, with premiums and sum assured.
From your statementDeposits and small savings
Fixed deposits, recurring deposits, PPF and EPF.
Added by youProperty and everything else
Land, a flat, unlisted shares, anything you want counted.
Added by youHow it works
Three things, then it keeps itself current.
Bring in a statement
Fetch it from your email, request a fresh one, or upload a file you already have. Your PAN is stored as a fingerprint, never in full.
See what you hold
Everything lands in one place, sorted by what it is worth, with what you paid and what it has done since.
Decide what to change
Where you are concentrated, what overlaps, what is idle. Work it out yourself or bring in an adviser.
For advisers
Your whole book, consolidated the same way.
Registered advisers, distributors and family offices manage clients on AlphaNivesh with the same consolidated view the client sees. What each of you can do is set by the mandate you hold, not by convention.
Built around how you already work
The distinction between advice and distribution is recorded against every client relationship, and it governs what the platform will let you do.
- Every client's holdings, across every asset class
- Advice and distribution kept separate, on the record
- Households grouped, so a family reads as one
- A trail behind every recommendation and every change
Start
Find out what you are worth.
One statement is usually enough to see most of it.