Univest App
Univest app is an innovative investment platform launched in March 2022 by Pranit Arora and Avneet Dhamija, has earned the trust of over 400,000 customers by optimizing portfolios using artificial intelligence.
This SEBI-registered tool is intended to help investors make educated decisions by quickly identifying underperforming equities. Furthermore, Univest recommends new investment options based on each user’s interests and risk profile, improving their investing strategy and possible profits.
Features
- Univest provides comprehensive research and analysis tools, including full business profiles, financial statements, and stock performance charts.
- Portfolio tracking allows users to watch their portfolio’s performance in real time and receive notifications when certain equities reach predefined pricing.
- The app provides users with the most recent news and market updates, keeping them informed of market trends and major events.
- Univest offers a variety of educational tools, including articles, videos, and webinars, to assist users improve their investment knowledge and skills.
- The app interacts with popular trading platforms such as Robinhood, TD Ameritrade, and E-TRADE, allowing users to trade directly from the app.
Pro Lite Plan
The Pro Lite plan focuses solely on equity stocks, offering suggestions and insights specifically for trading. This plan is designed for investors who want to trade and invest in individual stocks, but it provides no guidance or tips for futures or options trading. It’s an excellent starting place for people looking to get into the equities market without the complications of derivatives.
| Plan | Price |
| 3 Months | Rs. 1199 (399 per month) |
| 6 Months | Rs. 1799 (299 per month) |
| 12 Months | Rs. 2499 (208 per month) |
| 5 Years | Rs. 9999 (166 per month) |
Where,
- The monthly charge for 3 months plan will be Rs. 399
- The monthly charge for 5 Years plan will be Rs. 166
Pro Plus
The Pro Plus plan expands on the features of the Pro Lite plan. It provides recommendations not just for equity stocks but also for futures although it doesn’t offer option trading. This strategy is appropriate for investors and traders who want to diversify their portfolios and pursue opportunities in both the equity stock and futures. With this package, you will receive complete assistance across trading instruments.
| Plan | Price |
| 3 Months | Rs. 2499 (833 per month) |
| 6 Months | Rs. 3999 (666 per month) |
| 12 Months | Rs. 5099 (424 per month) |
| 5 Years | Rs. 17999 (299 per month) |
Where,
- The monthly charge for 3 months plan will be Rs. 833
- The monthly charge for 5 Years plan will be Rs. 299
Pro Alpha
The Pro Alpha plan is intended for investors who want to trade both equity stocks and options but are not interested in futures trading. This strategy provides suggestions and tactics for trading individual stocks and options (excluding futures). It is aimed at investors who want to benefit from the flexibility and possibilities of options trading in addition to their stock investments.
| Plan | Price |
| 3 Months | Rs. 2499 (833 per month) |
| 6 Months | Rs. 3999 (666 per month) |
| 12 Months | Rs. 5099 (424 per month) |
| 5 Years | Rs. 17999 (299 per month) |
Where,
- The monthly charge for 3 months plan will be Rs. 833
- The monthly charge for 5 Years plan will be Rs. 299
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Pro Super
The Pro Super plan is the most comprehensive offering. It contains advice and tactics for trading equity stocks, futures, and options. Furthermore, it makes recommendations for stocks with varying investment horizons—short, medium, and long term. This strategy is perfect for investors who seek a comprehensive approach to the market, including a variety of trading products and time horizons. It contributes to the development of a diverse portfolio capable of meeting a variety of investing objectives and methods.
| Plan | Price |
| 3 Months | Rs. 3499 (1166 per month) |
| 6 Months | Rs. 4999(833 per month) |
| 12 Months | Rs. 7199(599 per month) |
| 5 Years | Rs. 21999(366 per month) |
Where,
- The monthly charge for 3 months plan will be Rs. 1166
- The monthly charge for 5 Years plan will be Rs. 366
Conclusion
The Univest app provides a variety of options aimed toward different levels of investor demands and tactics. For those new to equities trading, the Pro Lite plan is a good starting point, delivering valuable insights and recommendations suited to individual stock investments without the complexities of derivatives.
For investors wishing to diversify their portfolios and explore opportunities in both the stock and futures, the Pro Plus plan provides complete advice across equities stocks, and futures, making it a versatile solution.
Meanwhile, the Pro Alpha plan strikes a balance by focusing on equities stocks and options trading, which appeals to investors who want to take advantage of the flexibility and potential of options without getting into futures.
Each of these plans provides a robust framework for investors to optimize their strategies and enhance their potential returns using Univest’s AI-driven recommendations and insights.
