Niyyam: Mutual Funds & SIPs

Niyyam: Mutual Fund Investing & Financial Planning Build financial discipline with Niyyam™ — a digital mutual fund distribution platform combining mutual fund investing with financial planning tools. Explore mutual fund schemes, use 60+ financial calculators, complete digital KYC and onboarding, start SIPs or make lump-sum investments, manage investment mandates, and track your mutual fund portfolio from one place. Niyyam™ is operated by Tech Margon Wealth Private Limited, an AMFI-registered Mutual Fund Distributor (ARN 360119). 60+ Financial & Goal Planning Calculators Plan and evaluate different aspects of your financial journey with calculators including: • SIP Calculator • Lump-Sum Calculator • Goal-Based Investment Calculator • Crorepati SIP Calculator • Retirement Calculator • FIRE Calculator • SIP Delay Cost Calculator • Net Worth Calculator • Asset Allocation Calculator • Inflation Calculator • ELSS Tax-Saving Calculator • And other financial planning calculators Calculator results are illustrative and based on user-provided assumptions. They should not be considered guaranteed returns or investment advice. Explore Mutual Fund Schemes Explore available mutual fund schemes across categories including: • Equity Funds • Debt Funds • Hybrid Funds • ELSS Funds • Index Funds • Other available mutual fund categories Review scheme information and available fund details to support informed investment decisions based on your financial goals, investment horizon and risk considerations. SIP & Lump-Sum Investments Start and manage Systematic Investment Plans (SIPs) to invest regularly towards your financial goals. You can also make lump-sum investments based on your financial goals, investment horizon, risk considerations and financial circumstances. Manage your SIPs and supported investment mandates conveniently through the app. Digital KYC & Onboarding Complete your investment onboarding digitally through supported verification processes, which may include: • PAN verification • DigiLocker-based verification • Secure identity verification • KYC-related processes The exact onboarding steps may vary depending on your profile, eligibility and applicable requirements. Portfolio & Holdings Keep your mutual fund investments organized in one place. View available information about: • Mutual fund holdings • Portfolio value • NAVs • SIP investments • Investment transactions • Portfolio performance Key Features • Access 60+ financial calculators • Explore and filter mutual fund schemes • View scheme and fund information • Start and manage SIPs • Make lump-sum investments • Complete digital KYC and onboarding • Register and manage investment mandates • Track mutual fund holdings and portfolio information • View NAVs and available performance information • Receive important investment and portfolio updates Security & Privacy We take the security and privacy of your information seriously. Niyyam™ uses secure authentication, device verification and appropriate security practices designed to protect your account and personal information. About Niyyam™ Niyyam™ is operated by Tech Margon Wealth Private Limited, an AMFI-registered Mutual Fund Distributor (ARN 360119). Our guiding principle is simple: Invest With Discipline. Niyyam™ aims to make mutual fund investing more accessible, transparent and convenient while helping investors make informed and disciplined financial decisions. Important Information Niyyam™ is a Mutual Fund Distributor. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Mutual fund investments do not offer guaranteed returns. Past performance is not indicative of future results. The availability of schemes, features and services may be subject to applicable regulations, eligibility requirements and operational availability.