Track · Grow · Build Tomorrow
Stocks, mutual funds, NPS, deposits, gold and property for each person in your family, with returns, goals and tax in one place.
Free during the beta · For individuals and families
Features
See what each person owns, and what the family owns together. Every holding belongs to someone, so nothing gets mixed up.
Your return is worked out as XIRR from the day of your first investment, counting every amount you put in and took out. Then it is set beside the Nifty and Sensex over the same time.
Set aside holdings for a goal, such as a child's education, and see how close you are. Mark where money came from, like an inheritance, and follow it to what it is worth today.
Capital gains, short and long term, for each person. An estimate for the year adds deposit interest, rent and gold sales, so the full picture is in one place.
Bring in the statements you already receive and NidhiVista builds your holdings and their history. No retyping trades one by one.
What falls due next is waiting on your Home screen: deposits maturing, premiums to pay and loan EMIs.
Deposits, PPF, gold and property sit beside your investments, so the total is the real total. Gold is valued at IBJA rates.
Privacy
No PAN, bank account or demat numbers are needed to use NidhiVista.
Sign in with a one-time code sent to your email, and add a second step with an authenticator app if you like.
Download your data on the web, or delete your account, whenever you like.
Prices come from NSE, AMFI and IBJA. If one is missing, we say so rather than make it up.
There are no ads, and we never sell your data.
How it works
Leave your name and email. We'll write when your place is ready.
Add your CAS, contract notes and NPS statements, then anything else by hand.
Worth, returns, goals and tax for each person and for the family.
FAQ
Yes. NidhiVista is free for everyone during the beta.
Signing in uses a one-time code sent to your email, with an optional second step, and everything travels between your device and NidhiVista encrypted. We don't ask for PAN, bank or demat numbers, and you can download or delete your data at any time.
The consolidated account statement (CAS) from CAMS or KFintech for mutual funds, broker contract notes for shares, and NPS statements. Deposits, gold, property and anything else can be added by hand.
No. NidhiVista is a tracker. It is not a SEBI-registered investment adviser and does not recommend what to buy or sell.
Yes. Beta users get Android and iPhone apps. Releases in the Play Store and App Store will follow later.
Join the beta
Free during the beta. We'll email you when your place is ready, and only about NidhiVista.
