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Univest

by Univest Stock Broking Private Limited · Gurugram, Haryana

Stock advisory and broking app pairing research-backed trade ideas with one-tap order execution.

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Starting price
Free plan
Free trial / plan
Free plan
Start without a card
Deployment
Cloud
Web, Android & iOS
App Advisor rating
4.2
transparency & India fit

What is Univest?

Univest is personal finance & investing apps from Univest Stock Broking Private Limited, an Indian company headquartered in Gurugram, Haryana. Stock advisory and broking app pairing research-backed trade ideas with one-tap order execution.

Personal finance apps cover budgeting and expense tracking, mutual-fund and stock investing, credit scores, loans and insurance. India's most-downloaded finance apps are broking and payments apps, so this category is as much about trust and regulation as about features.

A free plan is available, with paid plans for growing teams. Beyond personal finance & investing apps, Univest also covers inventory software. Because it is built in India, GST, INR pricing and local support hours are native rather than bolted on.

What works well

  • +Free plan available to evaluate at zero cost
  • +Built in India with GST-ready workflows and local support hours
  • +Native mobile apps for work on the go
  • +Covers more than one software category, reducing the number of tools you run

What to watch out for

  • Feature depth for your specific workflow should still be verified in a demo

Best suited for: Startup · Small business · SMB

AI analysis of Univest

Analysing Univest — pricing, features, reviews and alternatives…

Generated by App Advisor's native engine from this listing's verified data — not a paid placement.

Univest features

Category-standard capabilities plus what Univest adds. Verify depth in a demo.

  • SEBI-registered broking or MF distribution
  • Direct mutual funds with zero commission
  • Expense tracking from SMS and bank feeds
  • Credit score monitoring
  • SIP automation and goal planning
  • Tax-saving and capital-gains reports
  • Insurance comparison and claims
  • Two-factor security and device binding
  • Mobile apps for Android and iOS
  • Free plan to start without a card
  • INR pricing and India-based support

Univest pricing

Entry price

Free plan

Free plan, paid tiers for more users and features

How Univest charges. Plans scale with users or features. Annual billing is usually 15–25% cheaper than monthly, and GST is added on top of listed prices in India.

Read from the vendor's official website. Prices change — confirm on univest.in.

Specifications

Category
Personal finance & investing apps, Inventory software
Vendor
Univest Stock Broking Private Limited
Headquarters
Gurugram, Haryana
Founded
Not published
Pricing model
Freemium
Starting price
Free plan
Deployment
Cloud
Platforms
Web, Android, iOS
Best for
Startup, Small business, SMB
Made in India
Yes

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Alternatives, the same vendor's other products and India-first picks.

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Univest — frequently asked questions

What is Univest?+

Univest is personal finance & investing apps by Univest Stock Broking Private Limited, an Indian company from Gurugram. Stock advisory and broking app pairing research-backed trade ideas with one-tap order execution.

How much does Univest cost?+

Univest has a free plan. Check the vendor's pricing page for current plans.

Does Univest offer a free trial or free plan?+

Yes — Univest offers a free plan you can start with.

Is Univest made in India?+

Yes. Univest is built by Univest Stock Broking Private Limited, headquartered in Gurugram, Haryana.

Who is Univest best suited for?+

Univest suits startup, small business, smb buyers looking for personal finance & investing apps with inventory software.

What are the best alternatives to Univest?+

Popular alternatives in personal finance & investing apps include Angel One, Zerodha Kite, Upstox. Use App Advisor's compare tool to see them side by side.

How is Univest deployed?+

Univest is available as a cloud (SaaS) product, with web, Android and iOS apps.

About Univest Stock Broking Private Limited

Univest Stock Broking Private Limited logo

Univest Stock Broking Private Limited · Gurugram, Haryana · 1 product in our catalogue · Indian company

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