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Knowledge base
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?
See all 16 articles
Investments
Investments
10
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?
See all 10 articles
Add a goal/Edit goal name
2
How can I add a goal/Which goal should I add?
How can I edit the goal name?
Redemption
Redemption
8
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?
See all 8 articles
External Investments & External tracking (import portfolio)
External Investments (tracking & importing)
6
Can I track my external investments through Niyo Money?
How can I import my existing portfolio to Niyo Money? (move external funds to goals)
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?
See all 6 articles
SIPs
SIPs
12
How can I set up a SIP in recommended funds of Niyo Money?
How can I invest 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?
See all 12 articles
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?
See all 11 articles
Change Account Details
6
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?
See all 6 articles
NAV and Cut-off Time
NAV and Cut-off Time
3
Which day's NAV (Net Asset Value) will I get if I invest/redeem today?
What’s the cut-off time to get today’s NAV?
Why does Niyo Money not allow transactions until 3 pm for the same day’s NAV?
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?
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?
How long does it take to rebalance SIPs?
Do you take my approval before rebalancing my SIPs?
See all 6 articles
Portfolio Rebalancing
20
What is portfolio rebalancing?
Why should I rebalance the money in my goals?
What is the process of portfolio rebalancing?
What are the charges for rebalancing?
What is the difference between SIP and portfolio rebalancing?
See all 20 articles
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
4
What is auto-debit mandate? What is NACH?
What is the limit of the auto debit mandate?
Is NACH mandatory?
How can I enable auto debit? (NACH/e-Mandate)?
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?
See all 9 articles
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?
See all 6 articles
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?
See all 6 articles
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
2
Can I see some Niyo Money reviews?
How does Niyo Money compare to other online platforms?
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?
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