Pivot Money
Explore Our Equity Baskets
10 Stocks • Nifty Midcap 150
BENCHMARK
18.0%
1Y RETURN*
23.4%
Velocity MidCap
HIGH RISK • HIGH RETURNS
A meticulously curated, momentum-based equity strategy designed for long-term wealth creation. Focused on mid-cap growth stocks, it maintains a concentrated 10-stock, equally weighted portfolio using systematic, rule driven approach combining Absolute and Relative Momentum principles.
SELECT THIS STRATEGY
15 Stocks • Nifty Smallcap 250
SURGE SMALLCAP
Very HIGH RISK • Very HIGH RETURNS
A high-powered smallcap momentum strategy crafted for ambitious investors. Tapping into Nifty Smallcap 250 Index, it identifies early breakout performers and builds a focused 15-stock, equally weighted portfolio, powered by systematic, rule based momentum approach.
BENCHMARK
+20%
1Y RETURN*
31.7%
SELECT THIS STRATEGY
Stuck With Indian Mutual Funds?
NRI investors face heavy and complex taxation reporting requirements when holding Indian mutual funds.
PFIC Tax Nightmare
Mutual funds classified as Passive Foreign Investment Companies.
Complex IRS Filings
Forms 8621 required every year.
Idle Capital in India
Many investors leave money unused due to compliance fear.
Move From PFIC Mutual Funds To Smart Equity Baskets
See How It Works
Curated Equity Baskets
Monthly Rebalancing
Tax Support
Safe Custody
Pivot Money
Why Us
Equity Baskets
Start PFIC Exit
Tax Support
Invest in Curated Indian Equity Baskets.
Explore Links to The Email Journey
For NRIs holding Indian Mutual Funds or Idle Cash in India. Exit Tax-heavy mutual funds and invest in tax-efficient equity portfolios curated by experts.
My experience has been great with Pivot money so far, I was able to link my MF investments easily, understand my fund performance, got brilliant insights. Really helpful app.
Best app to track your net worth. You get all your bank bal, investments in shares and mutual funds, insurance in one place. Kudos to developers for launching this app. Area for improvement is to link bank accounts with joint holders.
My experience has been great with Pivot money so far, I was able to link my MF investments easily, understand my fund performance, got brilliant insights. Really helpful app.
Really useful app Love it! All my investments and bank balance in one screen. Super easy to check my net worth now. Was worried about security at first but they have bank level protection so it's safe. Saves me so much time.
Built For Global Indians
Trusted by investors worldwide
SEBI
SEBI Advisor
IB
Indian Brokers
TAX
Tax Partners
GI
Global Investors
PFIC Tax Nightmare
Mutual funds classified as Passive Foreign Investment Companies.
Complex IRS Filings
Forms 8621 required every year.
Idle Capital in India
Many investors leave money unused due to compliance fear.
Stuck With Indian Mutual Funds?
NRI investors face heavy and complex taxation reporting requirements when holding Indian mutual funds.
Invest in Curated Indian Equity Baskets.
Explore Links to The Email Journey
Pivot Money
Built For Global Indians
Trusted by investors worldwide
Discovered Pivot Money via ChatGPT and honestly didn't expect much, but the app surpassed my expectations! Love how it pulls together all my bank and investment info automatically. Still hoping for better support for smaller banks and a more detailed gain analysis, but it's definitely one of the best financial trackers I've tried.
My experience has been great with Pivot money so far, I was able to link my MF investments easily, understand my fund performance, got brilliant insights. Really helpful app.
SEBI
SEBI Advisor
IB
Indian Brokers
TAX
Tax Partners
GI
Global Investors
Best app to track your net worth. You get all your bank bal, investments in shares and mutual funds, insurance in one place. Kudos to developers for launching this app. Area for improvement is to link bank accounts with joint holders.
10 Stocks • Nifty Midcap 150
BENCHMARK
18.0%
1Y RETURN*
23.4%
Velocity MidCap
HIGH RISK • HIGH RETURNS
A meticulously curated, momentum-based equity strategy designed for long-term wealth creation. Focused on mid-cap growth stocks, it maintains a concentrated 10-stock, equally weighted portfolio using systematic, rule driven approach combining Absolute and Relative Momentum principles.
SELECT THIS STRATEGY
Explore Our Equity Baskets
15 Stocks • Nifty Smallcap 250
SURGE SMALLCAP
Very HIGH RISK • Very HIGH RETURNS
A high-powered smallcap momentum strategy crafted for ambitious investors. Tapping into Nifty Smallcap 250 Index, it identifies early breakout performers and builds a focused 15-stock, equally weighted portfolio, powered by systematic, rule based momentum approach.
BENCHMARK
+20%
1Y RETURN*
31.7%
SELECT THIS STRATEGY
Move From PFIC Mutual Funds To Smart Equity Baskets
See How It Works
Curated Equity Baskets
Monthly Rebalancing
Tax Support
Safe Custody
For NRIs holding Indian Mutual Funds or Idle Cash in India. Exit Tax-heavy mutual funds and invest in tax-efficient equity portfolios curated by experts.
Simple Transparent Pricing
Invest With Confidence . No Hidden Fees