Nivesh Copilot

Nivesh Copilot is a portfolio-intelligence app for Indian investors. It reads every holding in your portfolio, scores its health, flags concentration and risk, and rewrites your investment report in plain language.

Connect your portfolio by linking a broker, uploading a Consolidated Account Statement (CAS) PDF, or granting read-only access to Gmail so Nivesh can find and import the CAS statements sent by NSDL, CDSL, CAMS and KFintech. Nivesh reads only those statement emails and never sends mail on your behalf.