About NiveshIQ
What is NiveshIQ?
NiveshIQ is a free, open educational research tool that helps Indian investors explore mutual funds. It pulls publicly available data from AMFI India and Tickertape to let you compare funds, understand risk metrics, and see illustrative portfolios based on your age, goals, and risk profile.
Think of it as a research starting point — not a replacement for professional financial advice.
What NiveshIQ Is NOT
NiveshIQ is NOT registered with SEBI as an Investment Adviser, Research Analyst, or Portfolio Manager.
NiveshIQ is NOT an AMFI-registered Mutual Fund Distributor.
NiveshIQ does NOT provide investment advice, buy/sell recommendations, or execute transactions.
NiveshIQ does NOT hold, manage, or have access to your money, Demat account, or brokerage account.
How It Works
You share your profile
Age, risk tolerance, goals, investment horizon, and monthly SIP amount.
Our algorithm generates an illustrative portfolio
Using publicly available fund data (returns, expense ratio, Sharpe ratio, AUM), the algorithm creates a sample shortlist of funds. This is NOT a recommendation to invest.
You do your own research
Use NiveshIQ as a starting point. Compare funds, check rankings, then consult a SEBI-registered advisor before investing.
Data Sources
- AMFI India (amfiindia.com) — NAV data for all mutual fund schemes in India.
- Tickertape (tickertape.in) — Fund returns, expense ratios, AUM, risk metrics (Sharpe, Sortino, Alpha, Beta).
Data is refreshed periodically (approximately every 24 hours). We do not guarantee accuracy or timeliness. Always verify with the AMC or AMFI India directly.
Built By
NiveshIQ is built and maintained by an independent developer passionate about making mutual fund research accessible to everyday Indian investors. This is a solo project — not backed by any financial institution, AMC, or brokerage firm.
Contact
Questions, feedback, or concerns? Reach out at: hello@niveshiq.com