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Choose your service
Audit a portfolio you already hold, build one around your goals, or have your trading reviewed.
Portfolios diagnosed on Nivex₹1,240 Cr
Advice that is diagnosed, not sold.
Most portfolios are whatever was sold to you, in the order it was sold. We read yours end to end and write what to change.
Get your prescriptionWorks with the broker you already use. Your demat stays exactly where it is.
- SEBI-registered advisers
- Zero commissions
- Bank-grade encryption
- Data stays in India
How it works
From your holdings to a plan, in four steps.
Ten minutes of your time. The rest is ours.
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Share your holdings
Fetch your CAS with a CDSL one-time password, upload a tradebook, or answer a short set of questions.
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Talk it through
An adviser reviews what you sent, then walks you through the findings on a call.
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Get your prescription
Published to your dashboard: what is working, what is not, and the changes worth making.
Insights
Plain answers to the questions that actually decide what you end up with.
Guidance from our advisers on the decisions that shape long-term wealth. No jargon, and nothing being sold.
Two funds can hold the same companies
Owning several feels like diversification. Often it is not, and you pay two fees for one exposure.
A return is not something you can spend
A goal has a date and an amount. A target return has neither.
One trade tells you almost nothing
Read a few hundred together and the habits show. Winners cut short, losers held on to.
The dashboard
Your whole portfolio, read back to you.
What your adviser sees when they write your prescription — the same numbers, the same reasoning, none of it hidden behind a call.
Every holding, in one place
Funds, stocks and cash pulled from your statements — not a summary you have to trust.
A score you can argue with
Diversification, overlap and cost roll into one number, and every point is traceable.
The next three moves
Not a watchlist. A short, ordered list of what to change, with the reasoning attached.
Where to start
Three ways in, depending on where you are today.
Each one ends the same way — a written prescription and a call with the adviser who wrote it. Only the starting point changes.
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Audit my portfolio
Already investing. Every holding read end to end — allocation, overlap and cost — and given back in plain language.
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Build my portfolio
Starting fresh. A portfolio assembled around what you are saving for, from a short set of questions. Nothing to upload.
FIG 0.3
Audit my trades
Active trader. Your whole tradebook reviewed, so the habits behind it show — holding period, win rate, capital deployed.
Inside the app
The dashboard is where it starts.
Everything the adviser writes lands in the same place you already look — nothing emailed, nothing to chase.
- Your prescription, with the reasoning and the score impact of each change.
- Goals with a target and a date, and how far along each one actually is.
- A tradebook read for its pattern, not its best day.
Questions
Answered plainly.
What do I actually receive?
A written prescription for your real holdings, reviewed by an adviser, setting out what is working, what is not, and the specific changes worth considering. It is published to your dashboard once the review is complete.
How does Nivex get my portfolio data?
For a portfolio audit, your Consolidated Account Statement is fetched using a CDSL one-time password. For a trades audit, you upload your tradebook. To build a portfolio from scratch, no documents are needed — you answer a short questionnaire instead.
Does Nivex hold or move my money?
No. Nivex reviews and advises. Any changes you decide to make, you make yourself through your own broker or fund platform.
Do I need investing experience?
No. Reports are written in plain language, and the consultation call is there so you can ask about anything that is not clear before you act on it.
What if I am starting from zero?
Build My Portfolio is designed for exactly that. You answer questions about your income, expenses, and goals, and receive a plan built around them.
Start here
Find out what your portfolio is actually doing.
A SEBI-registered adviser reads your holdings end to end and writes you a prescription — what is working, what is not, and what to change.
- Free first reading
- About ten minutes
- No card required