Investor app
Track SIP, goals, tax reports → `wealth.saventh.com` · `/employees/app`
Workplace onboarding · Under 5 minutes
HR sent you a link or code? You're one step away from free financial wellness — workplace SIP, goals, and literacy on your phone.
Enter your **company code** from the HR email, poster, or Slack message. We'll open your employer's branded join page on `join.saventh.com` where you pick SIP amount, complete KYC, and set up pay-day investing.
1. **Welcome** — See your company name and programme summary.
2. **Choose SIP amount** — Pick monthly amount within HR guidelines (you control final value).
3. **Pick goal** — Home, retirement, tax save, or general wealth.
4. **KYC** — PAN, Aadhaar, bank details — skipped if already KYC-verified.
5. **Confirm mandate** — Authorise pay-day or bank SIP as per your programme setup.
6. **Done** — Open `wealth.saventh.com` for dashboard and Learn quests.
Keep handy: PAN card, Aadhaar, bank account details.
Next step: Start join.
1. **Welcome** — See your company name and programme summary.
2. **Choose SIP amount** — Pick monthly amount within HR guidelines (you control final value).
3. **Pick goal** — Home, retirement, tax save, or general wealth.
4. **KYC** — PAN, Aadhaar, bank details — skipped if already KYC-verified.
5. **Confirm mandate** — Authorise pay-day or bank SIP as per your programme setup.
6. **Done** — Open `wealth.saventh.com` for dashboard and Learn quests.
Keep handy: PAN card, Aadhaar, bank account details.
Next step: Start join.
Workplace SIP moves a portion of your salary into mutual funds **on pay day** — before lifestyle spending kicks in. You choose the amount. You can **pause, increase, or stop** anytime in the Saventh app.
HR's role: Launch programme, share join link, optional default portfolio — not forced deductions without your consent.
Your role: Opt in, set amount, manage investments via `wealth.saventh.com`.
Compliance: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
| Feature | Detail |
|---|---|
| Minimum SIP | Often from ₹500/month — scheme dependent |
| Tax saving | ELSS options where programme includes 80C basket |
| Direct plans | Lower expense ratios where offered |
| Lock-in | Per scheme rules (ELSS = 3 years) — no Saventh penalty |
Already KYC with another platform? Saventh checks registry — you may skip duplicate steps.
Processing time: Instant for many cases; up to 1–2 business days if manual review required.
Link: `/legal/investor-disclaimer`
| Document | Why needed |
|---|---|
| PAN | Mandatory for mutual fund investing in India |
| Aadhaar | eKYC verification |
| Bank account | SIP debit and redemption payouts |
| Mobile number | OTP and account security |
Introduce Saventh to HR or refer your company — many programmes start from one employee request.
Next step: Introduce to HR.
Next step: Refer company.
Contact HR to confirm launch date, or email support via `/help`. Codes expire when campaigns close — HR can reissue.
Introduce Saventh to HR or refer your company — many programmes start from one employee request.
Next step: Introduce to HR.
Next step: Refer company.
Contact HR to confirm launch date, or email support via `/help`. Codes expire when campaigns close — HR can reissue.
Support: `/help` · `/faq` · `/grievance`
Support: `/help` · `/faq` · `/grievance`
Track SIP, goals, tax reports → `wealth.saventh.com` · `/employees/app`
Earn progress on literacy modules
Learn moreAsk money questions anytime
Attend optional literacy workshops when scheduled
See **Page FAQs** below.
Saventh — Half Billion Technology Pvt Ltd, AMFI ARN 324457. Investing is optional. No guaranteed returns.
See **Page FAQs** below.
Saventh — Half Billion Technology Pvt Ltd, AMFI ARN 324457. Investing is optional. No guaranteed returns.
Visit join.saventh.com, enter your company code from HR, complete KYC, and set your SIP amount. The full flow usually takes under 5 minutes.
Yes. Platform access is free. Mutual fund expense ratios and statutory charges apply only to investments you make.
Depends on your employer's programme. Some launches require SIP setup; others allow app access first — check HR comms.
Your mutual fund holdings remain yours. SIP mandates can be updated or paused in the investor app — see scheme terms for redemption.
HR may see aggregated participation metrics on hrms.saventh.com, not individual portfolio detail. Your holdings are between you and the regulated platform per privacy policy.
Grab your company code from HR and finish setup in minutes.
Saventh — Half Billion Technology Pvt Ltd, AMFI ARN 324457. Investing is optional. No guaranteed returns.