Fidelity

Fidelity

Fidelity Investments
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About

From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.

About

Lowest lock-ins, simple withdrawals, potentially better returns. ELSS is the new hero to save the day! Minimise your long term tax impact by realising up to ₹1 Lakh of Long Term Capital Gain (LTCG) every year with no tax. Switching away from commission laden regular mutual funds used to be cumbersome. We have changed that! Just Sign up with one account, and manage investments for your relatives and family members. Consolidate and track your entire Mutual Fund portfolio with highest level of privacy protection. Add your financial advisor as a Manager to your Kuvera account and let them guide your investments. A new car, owning your own home, sending your kids to study abroad, you have many reasons to invest. A cheaper, faster & easier way to transfer your money and invest through Kuvera. We are data driven ex-money managers & technologists. We know how to make financial management easy.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for an Online Broker and Trading platform

Audience

Investors, organizations and anyone in need of a wealth management solution to manage their personal finances

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.3 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fidelity Investments
Founded: 1946
United States
www.fidelity.com

Company Information

Kuvera
Founded: 2016
India
kuvera.in/

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Categories

Categories

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Integrations

APS Payroll
Claritus
Coin Metrics
Crypto Backoffice
Dividend.watch
FirstClose
Kinfo
Medved Trader
Nitrogen
Obol
Option Alpha
PortfolioPilot
ProTracker Advantage
Provisian
RightCapital
Silvia
The Dividend Tracker
TradersPost
TradingDiary Pro
VISE
Claim Fidelity and update features and information
Claim Fidelity and update features and information
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Claim Kuvera and update features and information