Pivot Money is an India-focused wealth and investing app built for Indians and NRIs to manage investments, track wealth, and organize financial planning through one connected experience.
Whether you live in India or abroad, Pivot Money helps simplify your India financial journey with portfolio visibility, investment tracking, and long-term wealth planning tools.
One Platform for Your India Wealth
Track and organize your financial life in one place.
View and manage:
.Mutual Funds
.Equity Investments
.Bank Accounts
.Insurance
.Portfolio Insights
.Wealth Tracking
Everything together through one connected experience.
Digital NRI Onboarding
Eligible NRI users can begin through a simplified digital onboarding process.
Features include:
.Digital onboarding workflow
.Document upload support
.Verification process
.Easy account setup experience
Designed to help users get started conveniently.
Mutual Funds Made Simple
Explore mutual fund investing through a simplified digital experience.
Inside the app:
.Fund discovery
.Portfolio insights
.Investment tracking
.Long-term planning tools
Designed to help users stay informed and organized.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Portfolio Insights & Planning
Access investment-focused insights designed around long-term financial planning.
Features include:
.Portfolio visibility
.Investment insights
.Financial organization tools
.Goal-focused planning support
Built around transparency and informed decision-making.
Built for Indians & NRIs
Pivot Money is designed for:
.NRIs investing in India
.Resident Indian investors
.Goal-oriented investors
.Users seeking connected financial visibility
Manage your India wealth journey with greater clarity and convenience.
Privacy & Security
Your trust matters. Pivot Money follows privacy and security practices designed to help protect user information and support a secure experience.
Disclaimer
Investments in securities and mutual funds are subject to market risks. Past performance does not guarantee future returns. Please review all applicable documents and disclosures before investing.
Download Pivot Money Today
Invest smarter. Track your wealth. Plan better for the future with Pivot Money.
Available on iPhone and iPad.
What's new (v1.9.23)
Instant digital onboarding for Global Indians, Stocks, Tax Advisory, Mutual Fund Advisory, Equity Baskets, Banking Advisory, Goal based planning, AI Advisory