Services
From your first SIP to a full portfolio migration, every service below is delivered by a human advisor with 11+ years of on-ground experience — the app just makes it easier to act on.
Fund selection matched to your time horizon and risk appetite, across top AMCs — not a one-size list.
A full CAS-based review of your holdings, XIRR performance, sector concentration and overlap.
Comparing redemption timing against alternatives like a loan against mutual funds, so the exit doesn't cost you more than it saves.
Moving an over-diversified or poorly performing portfolio to a cleaner, better-aligned set of funds.
SIPs mapped to real milestones — education, a home, retirement — with progress tracked against each goal.
Ongoing rebalancing, exit-candidate identification and SIP retention support as markets and goals shift.
The App
TotalNivesh gives you self-serve access to invest, track and redeem — while your advisor stays on the other end of every recommendation.
