
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.
Explore Links to The Email Journey
Invest in Curated Indian Equity Baskets.
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.
Ritesh Sunil Doshi,27
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.
Kaushik,30
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.
Dimpy Gandhi,25
Move Beyond Indian Mutual Funds To Smart Equity Baskets
See How It Works
Stuck With Indian Mutual Funds?
NRIs worldwide face tax inefficiencies and compliance challenges when investing in Indian mutual funds.
Returns can be impacted by unfavourable tax treatment in your country of residence.
Tax Inefficiency
Compliance Complexity
Managing investments across borders often involves additional reporting and regulations.
Idle Capital in India
Many investments remain underutilized due to uncertainty around global investing rules.
Safe Custody
Tax Support
Monthly Rebalancing
Curated Equity Baskets
Built For
Global Indians
Trusted by investors worldwide
Explore Our Equity Baskets
10 Stocks • Nifty Midcap Strategy
BENCHMARK
18.0%
1Y RETURN*
23.4%
Velocity MidCap

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 Strategy
SURGE SMALLCAP

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
US

IN

SGP

CAN

JP

AU

Invest With Confidence . No Hidden Fees
Simple Transparent Pricing
Tax Inefficiency
Returns can be impacted by unfavourable tax treatment in your country of residence.
Compliance Complexity
Managing investments across borders often involves additional reporting and regulations.
Idle Capital in India
Many investments remain underutilized due to uncertainty around global investing rules.
Stuck With Indian Mutual Funds?
NRIs worldwide face tax inefficiencies and compliance challenges when investing in Indian mutual funds.
Invest in Curated Indian Equity Baskets.
Built For Global Indians
US

IN

SGP

CAN

JP

AU

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.
Kaushik,30
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.
Ritesh Sunil Doshi,27
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.
Dimpy Gandhi,25
Trusted by investors worldwide
Explore Our Equity Baskets
10 Stocks • Nifty Midcap Strategy
Velocity MidCap

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
BENCHMARK
18.0%
1Y RETURN*
23.4%
Unlocks after registration
15 Stocks • Nifty Smallcap Strategy
SURGE SMALLCAP

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.
SELECT THIS STRATEGY
BENCHMARK
+20%
1Y RETURN*
31.7%
Unlocks after registration
Move Beyond Indian Mutual Funds To Smart Equity Baskets
See How It Works
Safe Custody
Tax Support
Monthly Rebalancing
Curated Equity Baskets
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.









