Niyo Money Help Centre
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Knowledge base
Investments
Investments
11
When will my investments get processed/When will they reflect on the dashboard?
How can I set up a SIP in recommended funds?
How can I invest a lumpsum in recommended funds?
How can I invest in the funds of my own choice?
Which day's NAV (Net Asset Value) will I get if I invest today? What’s the cut-off time to get today’s NAV?
View all 11
Add goal/Edit goal name/Delete Goal
3
How can I add a goal/Which goal should I add?
How can I edit the goal name?
How can I Hide/Unhide/Delete a goal?
Redemption
Redemption
9
When will the money I have redeemed get credited to my bank account?
How can I redeem/withdraw from my funds?
How can I redeem/withdraw from the funds of my own choice?
Which day's NAV (Net Asset Value) will I get if I redeem today?
Can I withdraw my money whenever I like?
View all 9
External Investments & External tracking (import portfolio)
External Investments (tracking & importing)
5
How can I track/import my external investments to Niyo Money?
Why can't I see all my investments after importing my portfolio?
If I have a SIP running externally, will each SIP instalment get automatically updated in my external investments?
Can I move my external SIPs to Niyo Money?
I have made some external transactions in my Niyo Money folios (folios which were invested in through us). When will they reflect in my account?
Rebalancing
SIP Rebalancing
6
What is SIP rebalancing?
What happens to my money when I do SIP rebalancing?
Are there any charges or taxes involved in SIP rebalancing?
Why should I rebalance my SIPs?
How long does it take to rebalance SIPs?
View all 6
Portfolio Rebalancing
21
What is portfolio rebalancing?
What is the process of portfolio rebalancing?
Why should I rebalance the money in my goals?
What are the charges for rebalancing?
What is the difference between SIP and portfolio rebalancing?
View all 21
NAV and Cut-off Time
NAV and Cut-off Time
4
Which day's NAV (Net Asset Value) will I get if I invest today?
What’s the cut-off time for investments and redemptions?
Why does Niyo Money not have the cut off time as 3pm?
Which day's NAV (Net Asset Value) will I get if I redeem/withdraw today?
SIPs
SIPs
12
How can I set up a SIP in recommended funds of Niyo Money?
How can I set up SIP in the funds of my own choice?
How can I change the SIP date?
How can I change the SIP amount?
How can I add/remove some funds from my SIP?
View all 12
My Account
Account Opening, Activation & KYC
11
What are the steps to register on Niyo Money?
What documents do I need to give to activate my account?
What is Know Your Customer (KYC)?
When can I start investing?
Can I invest if my KYC is in progress and is not registered yet?
View all 11
Change Account Details
7
How can I change my registered bank account?
How can I change my registered address?
How can I change my registered email id?
How can I change my registered phone number?
How can I change/update my nominee details?
View all 7
Payments and Auto-debits
Payment Methods and Failure
5
Can I pay via net banking?
Can I pay via UPI?
Can I pay via debit card?
Can I pay via credit card?
My money has been debited but it is not reflecting on Niyo Money.
Auto-debit Mandates
5
What is auto-debit mandate? What is NACH?
What is the limit of the auto debit mandate?
Is NACH mandatory?
How can I enable/apply or an auto debit? (NACH/e-Mandate)?
How can I pause/cancel/resume my auto debit? (NACH/e-Mandate)?
Charges and Taxes
Charges (Exit load, stamp duty) & Taxes
4
Will there be any charges when I redeem?
How will my funds get taxed?
Will there be any charges when I invest?
What charges will I incur when I switch to direct funds?
Statements and Reports
Statements and Reports
5
Which reports are available on Niyo Money?
How can I download the Tax Save 80C Report?
How can I download the Capital Gains Report?
How can I download the Transactions Report?
How can I download the Account Summary report?
Goalwise to Niyo Money
Name change - Goalwise to Niyo Money
16
Why has the name changed to Niyo Money?
Will Niyo Money continue to offer goal-based investments & advisory services?
Do my login credentials remain the same?
Do I have to make any changes at my end?
Are there any new products or services being offered by Niyo Money?
View all 16
Niyo Money Dashboard
Terms on the Dashboard
9
What is Current Value?
What are Total gains, Realised gains and Unrealised gains?
What is Net Invested Value?
What is CAGR?
What is Total SIPs?
View all 9
Linking multiple Niyo accounts
1
How can I link another Niyo Money account to mine?
Mutual Fund Basics and Selection
Mutual fund basics, selection, returns
6
What are direct funds? How can I switch to them?
What is the difference between Equity and Debt Mutual Funds?
Can I get guaranteed returns in Mutual Funds?
Which funds should I invest in?
How does Niyo Money select Mutual Funds?
View all 6
Switch, SWP, STP
Switch, SWP, STP
6
What is a switch?
Can I do switch?
What is an STP?
Can I set up STP?
What is an SWP?
View all 6
Safety
Safety
3
How safe are the details and documents I am sharing on Niyo Money?
How safe is the money I invest through Niyo Money?
Will Niyo have access to my personal data that I’ve shared with Niyo Money?
Account Deactivation
Account Deactivation
1
How can I deactivate my account?
Reviews and Comparison
Reviews and Comparison
3
Can I see some Niyo Money reviews?
How does Niyo Money compare to other online platforms?
What is the difference between Niyo Money and NiyoX?
Referrals and Rewards
Referrals
1
Can I refer Niyo Money to someone? Is there any reward?
Insurance
Term Insurance
5
Can I change the cover amount of insurance anytime?
Can I renew my existing policy purchased through another Insurance company?
Can NRIs purchase Life Insurance through Niyo Money?
What are the parameters you look for while selecting a life insurance policy?
Does ICICI Term Insurance have any add on covers and are they actually needed?
Stocks & ETFs
Stocks & ETFs
26
Who is 5Paisa? How is it related to Niyo Money?
Who can I reach out to for stocks related support?
Can I open a Trading & Demat account with Niyo Money? What documents are needed?
What are the charges to open trading/demat account with Niyo ?
Is there any reward for using the Stocks & ETFs feature?
View all 26
Risk Assessment & E-Sign
Risk Assessment & E-Sign
7
What is a risk profile assessment/questionnaire?
Why do I have to provide an e-sign and complete risk assessment to view recommendations?
Do I have to provide an e-sign if I want to invest in funds of my choice?
Will my existing SIPs/Investments be impacted if I don't provide e-sign or complete risk assessment?
Do I have to take the risk profile assessment again if I have already taken it before?
View all 7
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