Designed for the Modern Investor
Take complete control of your financial journey. Access investments, evaluate opportunities, track family portfolios, and manage wealth systematically—all from one secure, beautifully crafted app.
See the Bigger Picture Behind Every Investment.
Stay Connected to Your Investments. Anytime. Anywhere.
With Capital Nest, your complete Mutual Fund Investment portfolio is available right in your pocket, designed to help you make informed financial decisions with confidence. The Dashboard gives you an instant overview of your wealth, showing exactly how your money is growing without having to navigate through multiple screens.
Dynamic Toggles: Slice your portfolio exactly the way you think. Toggle between Asset-wise, Category-wise, Investor-wise, and Fund-wise instantly.
Your Complete Portfolio—Explained, Not Just Displayed
Total Portfolio Value
Know the current market value of your complete investment portfolio with real-time updates.
Overall Wealth Created
Monitor how much your investments have grown over time through total gains and long-term performance.
Daily Portfolio Movement
Stay informed about daily market changes while keeping your focus on long-term wealth creation.
Purchase Cost vs Current
Instantly compare your original investment with its current market worth to measure actual wealth creation.
Understand Exactly Where Your Money Is Working
The intuitive visual charts make portfolio analysis simple—even for first-time investors.
Make Smarter Decisions with Better Insights
Dive Deeper Whenever You Want
With a single tap on View Detailed Breakup, you can explore a comprehensive breakdown of your portfolio. No spreadsheets. No manual calculations. No complicated reports. Just clear, actionable insights.
Discover Everything You Need to Build Your Wealth.
One App. Endless Investment Opportunities. Smarter Financial Decisions. Greater Wealth Creation.
The CapitalNest Mobile App is much more than a portfolio tracker. It is your complete investment companion—helping you discover opportunities, plan every financial milestone, and make smarter investment decisions with powerful tools available right at your fingertips. Compare & Invest in Top Mutual Fund & Top Mutual Fund SIP.
Explore Investment Opportunities
Goal Based Investing
Choose your goal (dream home, children's education, travel, retirement) and receive investment solutions designed to keep you on track.
Top Performing Mutual Funds
Explore funds that have consistently delivered strong performance across various market cycles. Compare schemes, analyse returns and invest confidently.
New Fund Offers (NFO) & Expert Picks
Get instant access to the latest NFOs launched by leading AMCs, plus expert-recommended investment options chosen using professional analysis.
Powerful Financial Calculators
Make better financial decisions before you invest. Estimate returns, compare investment options, and understand how every decision impacts your future wealth.
Why Investors Love This Feature
Family Wealth. One View. Complete Control.
One Family. One Portfolio. One Smart View.
Investments are rarely limited to one person. Families often invest across multiple names—including spouses, parents, children and HUFs—making it difficult to track the complete picture. The CapitalNest Mobile App brings every family member's portfolio together into one intelligent dashboard, allowing you to monitor your family's total wealth with complete clarity.
Consolidated Family Wealth View
Instantly view the combined value of your family's investments across Mutual Funds, Shares & Bonds, Fixed Deposits and other financial assets.
Individual Family Member Tracking
Every family member's investments remain clearly organised while contributing to the overall family wealth. Simply select any member (spouse, parents, children or HUF) to instantly access their complete investment details, portfolio performance, gains, holdings and transaction history.
Perfect for Every Family
Track Every Mutual Fund with Complete Transparency.
Every Investment. Every Detail. Right Before Your Eyes.
Successful investing doesn't stop after making an investment—it requires continuous monitoring. The CapitalNest Mobile App provides a detailed, fund-wise portfolio view that allows you to monitor every Mutual Fund investment individually. Whether you've invested in ELSS Funds, Large Cap Funds, Multi Cap Funds or any other scheme, every important detail is presented in a simple, organised and easy-to-understand format.
Complete Information for Every Fund You Own
Current Portfolio Value
Know the latest value of your investment based on the most recent available NAV. Always stay updated on how much your investment is worth today.
Daily Performance & CAGR
Track the daily increase or decrease in the value of each Mutual Fund, and evaluate long-term CAGR annualised returns.
Purchase Cost & Absolute Return
View the total amount originally invested in every scheme, and check the total percentage return generated since purchase.
Average Holding Period
Know exactly how long each investment has remained in your portfolio, to track your investment discipline.
Beyond Mutual Funds—Monitor Every Asset Class
With dedicated tabs available on the same Portfolio screen, you can seamlessly switch between different investment categories without changing applications:
Complete Control Over Every Investment
Complete Visibility. Smarter Decisions. Better Wealth Creation.
A great investment experience isn't just about buying the right mutual fund—it's about staying informed throughout your investment journey. The Capital Nest Mobile App provides a dedicated Fund Details Dashboard for every mutual fund in your portfolio, allowing you to monitor performance, analyse returns, access important documents, and manage your investment—all from one intelligent screen.
Important Investment Documents—Always Available
No emails to search. No paperwork. No waiting. Access essential investment records anytime:
Invest, Redeem or Manage—Without Visiting Anywhere
The Fund Details screen is also your transaction center. Everything happens digitally in just a few taps:
Your Complete Financial Command Centre
One App. Complete Financial Freedom. One Command Centre.
Managing your finances shouldn't mean switching between multiple apps, websites, emails, and paperwork. The Capital Nest Mobile App brings together every important investment service, portfolio activity, financial document, and wealth management tool into one beautifully designed dashboard—making your entire financial journey simple, organised, and always within reach.
More Than an Investment App—A Complete Wealth Ecosystem
The Menu Dashboard is thoughtfully designed to give you instant access to the services investors use most—without searching through complicated menus.
Start New Investments
Discover and purchase funds digitally.
Track Your Wealth & Transactions
Visualise history and monitor orders.
Manage All Your SIPs & Goals
View, modify, and monitor SIP schedules.
Capital Gains & Tax Insights
Access realized/unrealized gains for tax planning.
Risk Profiles & Insurance
Keep protection strategy unified with wealth.
Statements & Folio Search
Download statements and lookup folios instantly.
One App. Every Financial Need. Complete Peace of Mind.
Instead of using separate applications for investments, SIP tracking, tax reports, portfolio monitoring, insurance records and financial documents, everything is intelligently organised inside one secure platform.
Build Wealth Together with Confidence
Get 100% transparent fee structures, direct routing, and premium, real-time insights for your entire family's financial future.