Kuvera on WebNotes

How to open a Kuvera mutual fund account

Tue, 19 May 2026 00:00:00 +0000

Kuvera is one of India’s larger direct-plan mutual fund platforms, distinct from broker-tied platforms by offering family-account linking, goal-based portfolios, and tax harvesting tools. Units are held in SoA (Statement of Account) form at the AMC; no demat is needed.

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with Kuvera. No affiliate commission is earned from account opening or transactions.

Step-by-step procedure

See the procedure infobox above.

Direct mutual fund investing in India

Mon, 18 May 2026 00:00:00 +0000

Direct mutual fund investing in India refers to investing in the direct-plan variant of a mutual fund scheme, bypassing the distributor channel and consequently paying a lower total expense ratio than the equivalent regular plan. The SEBI direct-plan regime, introduced on 1 January 2013, mandated that every Indian mutual fund must offer a direct variant of every scheme alongside the regular variant. The mechanism is simple: the investor transacts directly with the AMC (or through an execution-only platform that does not earn a distribution commission) rather than through a SEBI-registered mutual fund distributor.

How to invest in PPFAS schemes via Kuvera

Sun, 17 May 2026 00:00:00 +0000

Most aggregator platforms exist to make buying mutual funds easy. Kuvera does that competently, but its real reason for existing is the layer of planning that sits on top: define goals, tag investments to them, and see whether you are on track. If you treat investing as bottom-up scheme picking, Kuvera works fine but you are not really using it. If you treat it as goal-funded planning, this is one of the few Indian platforms built for that.

Kuvera

Sat, 16 May 2026 00:00:00 +0000

Kuvera is an Indian direct-plan mutual fund investment platform and SEBI-registered investment adviser (RIA), operated by Arevuk Advisory Services Private Limited from Bengaluru and accessible at kuvera.in. Founded in 2016 by Gaurav Rastogi and Neelabh Sanyal, Kuvera is one of the earliest and most influential pure-play direct-plan platforms in India and was, at the time of its founding, distinctive for being structured as a SEBI RIA under the SEBI (Investment Advisers) Regulations, 2013 rather than as a mutual fund distributor (MFD) . The RIA structure subjects Kuvera to a statutory fiduciary obligation toward its clients and prohibits the collection of trail commission from AMCs on mutual fund products. The company was acquired by Smallcase Technologies Private Limited in October 2023, creating a combined entity offering thematic equity baskets and direct-plan mutual funds within a unified group structure.

PPFAS Schemes on Third-Party Platforms

Sat, 16 May 2026 00:00:00 +0000

PPFAS Mutual Fund schemes on third-party platforms refers to the availability of PPFAS Mutual Fund ’s seven active schemes for purchase, redemption and SIP registration through Indian fintech distribution platforms operated by entities other than the AMC itself. The principal third-party platforms hosting PPFAS schemes include Zerodha Coin (per Zerodha ), Groww , Kuvera , ET Money , Paytm Money, Upstox, INDmoney , Angel One , 5Paisa and mStock among others. The same schemes are also available through the AMC’s in-house PPFAS SelfInvest portal and through industry utilities including the Mutual Fund Utility , CAMS Online and MF Central .

Smallcase mutual fund baskets

Sat, 16 May 2026 00:00:00 +0000

Smallcase mutual fund baskets is a curated-combination investment product offered by Smallcase Technologies Private Limited that allows investors to invest in a pre-defined allocation across multiple direct-plan mutual fund schemes as a single transaction, organised around a common investment theme or strategy. The MF-basket product extends Smallcase’s core stock-basket methodology to the direct-plan-mutual-fund universe, providing investors with a thematic-investing entry point that requires only a single investment decision while obtaining diversified exposure across multiple AMCs and scheme categories.

Direct mutual fund portals comparison: Coin vs Groww vs Kuvera vs MFU

Tue, 12 May 2026 00:00:00 +0000

Direct mutual fund plans, mandated by SEBI since 1 January 2013, allow investors to invest in mutual fund schemes without routing through a distributor, thereby avoiding the trail commission embedded in regular plan expense ratios. Several platforms have been built to facilitate direct plan investing: Zerodha Coin, Groww, Kuvera, MF Utility (MFU), and others.

This article compares the four prominent direct plan investment platforms on key dimensions: unit-holding model, registration type, SIP mechanism, account fees, scheme universe, features, and regulatory status.