Unovest

Announcing “Unovest”

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In my past interactions with you and based on the other feedback that I have received, one issue that has stood out is about investing in direct plans of mutual funds.

It is just not easy today.

What are your options?

  1. Your regular distributors, including the online ones, do not offer direct plans. That is not their business model. This is thus not an option.
  2. The registrars including CAMS and Karvy have a limited online facility to invest. The myCAMS solution from CAMS is great but then is limited to lump-sum and switch transactions as of now, not SIPs. Not to mention, you can deal with only the 15 Mutual Funds. What about the others?  The solution from Karvy, which is another registrar like CAMS, is nothing to write about.
  3. The next option is that you invest with mutual funds directly. This is super cumbersome. You have to go to each fund house’s website that you want to invest with, create a login id and password and then go through the process of investing. The result is multiple login ids and passwords and no central tracking or monitoring of your portfolio.

Overall, the process is very segregated and inconvenient. Hence, a solution is needed – to enable you to transact in direct plans of mutual funds in a super-easy way.

The Real Mission

Now, it is not just about the transactions. The mission is bigger.

  • It is time that you, the investor, take control of your investments.
  • It is time that you empower yourself with real, useful information – to make the most optimum investment decisions.
  • It is time that you stop paying commissions/brokerage for just transactions, instead pay for advice that truly adds value to your portfolio.  

That is where Unovest comes into picture. With Unovest, we are making a beginning in fulfilling our mission.

The first step is to offer to you one place where you can transact in direct plans of mutual funds in a super-easy way.

Using one login and password, you would be able to do any mutual fund transaction, from anywhere through this online platform. 

Unovest - www.unovest.co

You can start your SIPs, STPs, SWPs, even lump-sum transactions and monitor your investment portfolio.

Just to reiterate, Unovest will offer ONLY direct plans – where the expense ratios are lower and hence the returns higher.

As I said, this is just the beginning. There is much more to come.

Isn’t that what you were looking for?

So, come and be a part of the Unovestor Tribe. Click here.

Time to graduate from just being an investor to a UNOVESTOR.

Click here to join Unovest.

14 thoughts on “Announcing “Unovest””

  1. Attended Your Money And You Workshop at Bangalore on 12/11
    Very valuable and eye opener. I am sure your guidance and support will help investors like me to maximize Returns.
    Shivayogappa

    • UNOVEST is only a lass through platform. At all times the ownership of the funds is with you. You can even approach the fund houses directly to redeem your investments. So, yes if UNOVEST were to go bust, you wouldn’t lose any of your investments.

  3. Brilliant Initiative. This type of ease is really the need of the hour. Wish you and all the stake holders a great journey ahead!

  5. Nice and breakthrough initiative. Hope many people would join through your Unovest platform. Am I right in understanding that KYC will have to be completed with individual MFs / common platform like CAMS, etc.

  6. Finally wait is over!!!

    Congrats Vipin!!!

    When we are going to see the website fully functional? Also, it would be helpful to investors if you could add the process/documentation/overall risks regarding the website, currently it is just looking like some promotional event which investors might ignore.

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