{"id":212118,"date":"2026-08-19T13:45:41","date_gmt":"2026-08-19T08:15:41","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=212118"},"modified":"2026-08-19T13:45:43","modified_gmt":"2026-08-19T08:15:43","slug":"univest-app-features-review-what-can-investors-do-on-the-platform","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/","title":{"rendered":"Univest App Features Review: What Can Investors Do on the Platform?"},"content":{"rendered":"<div class=\"meta-block\"><\/div>\n<p style=\"border-left: 4px solid #1F4E79; background: #EBF3FB; padding: 10px 16px; font-style: italic;\"><em>Univest: SEBI RA INH000013776. Free screener, 5,000+ stocks. Advisory, demat, IPO research and webinars in one app. 1 crore+ users. Advisory from Rs 6\/day.<\/em><\/p>\n<div style=\"background: #F0F9FF; border-left: 4px solid #2E7D32; border-radius: 6px; padding: 14px 18px; margin: 18px 0;\">\n<p style=\"margin: 0; color: #1f4e79; font-size: 14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin: 8px 0 0;\">On the Univest platform, investors can screen 5,000+ stocks with 100+ filters, receive SEBI-registered advisory calls with entry, stop loss, and target, execute trades at zero brokerage through an integrated demat account, track their portfolio with advisory overlay, access IPO research and recommendations, follow top investor portfolios, and attend weekly SEBI-analyst-led market webinars. The platform covers equities, F&amp;O, commodities, IPOs, and mutual funds, all accessible from a single app login.<\/p>\n<\/div>\n<p>One of the most practical questions investors ask before downloading a new app is simply: what can I actually do on it? Feature marketing tends to be vague, using words like comprehensive and powerful without specifying what that means in practice. This Univest app review answers that question directly, going through each thing an investor can do on the platform and how it works.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&amp;utm_medium=univest-features-review\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Screen_5000_Stocks_with_100_Filters\" title=\"Screen 5,000+ Stocks with 100+ Filters\">Screen 5,000+ Stocks with 100+ Filters<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Receive_SEBI-Registered_Advisory_Calls\" title=\"Receive SEBI-Registered Advisory Calls\">Receive SEBI-Registered Advisory Calls<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Execute_Trades_at_Zero_Brokerage\" title=\"Execute Trades at Zero Brokerage\">Execute Trades at Zero Brokerage<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Track_Portfolio_with_Advisory_Overlay\" title=\"Track Portfolio with Advisory Overlay\">Track Portfolio with Advisory Overlay<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Access_IPO_Research_and_Recommendations\" title=\"Access IPO Research and Recommendations\">Access IPO Research and Recommendations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Follow_Top_Investor_Portfolios\" title=\"Follow Top Investor Portfolios\">Follow Top Investor Portfolios<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Attend_Weekly_Market_Webinars\" title=\"Attend Weekly Market Webinars\">Attend Weekly Market Webinars<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Read_Concise_Market_News\" title=\"Read Concise Market News\">Read Concise Market News<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#What_can_I_do_on_the_Univest_platform_for_free\" title=\"What can I do on the Univest platform for free?\">What can I do on the Univest platform for free?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Can_I_follow_top_investor_portfolios_on_Univest\" title=\"Can I follow top investor portfolios on Univest?\">Can I follow top investor portfolios on Univest?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Does_Univest_cover_IPO_recommendations\" title=\"Does Univest cover IPO recommendations?\">Does Univest cover IPO recommendations?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#How_does_the_Univest_market_news_feed_work\" title=\"How does the Univest market news feed work?\">How does the Univest market news feed work?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Can_I_place_limit_orders_and_stop_loss_orders_through_the_Univest_demat_account\" title=\"Can I place limit orders and stop loss orders through the Univest demat account?\">Can I place limit orders and stop loss orders through the Univest demat account?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Are_webinar_recordings_available_if_I_miss_the_live_session_on_Univest\" title=\"Are webinar recordings available if I miss the live session on Univest?\">Are webinar recordings available if I miss the live session on Univest?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/univest-app-features-review-what-can-investors-do-on-the-platform\/#Does_Univest_cover_mutual_fund_SIP_recommendations\" title=\"Does Univest cover mutual fund SIP recommendations?\">Does Univest cover mutual fund SIP recommendations?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Screen_5000_Stocks_with_100_Filters\"><\/span><strong>Screen 5,000+ Stocks with 100+ Filters<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Univest screener is the first thing most investors encounter after onboarding and it is free. Investors can filter NSE and BSE stocks by fundamental parameters including P\/E ratio, return on equity, revenue growth, debt-to-equity, promoter holding, and FII ownership. Technical filters include RSI, MACD, moving average crossovers, and 52-week high and low proximity. Screens run on real-time data and results update as markets move.<\/p>\n<p>Investors can save custom filter sets as watchlists and use the screener daily as part of their research routine without needing a paid subscription. The screener also surfaces pre-built screens for common themes like breakout stocks, oversold quality companies, or high dividend yield selections.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Receive_SEBI-Registered_Advisory_Calls\"><\/span><strong>Receive SEBI-Registered Advisory Calls<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Under a Univest Pro subscription, investors receive advisory calls from SEBI-registered Research Analysts. Each call includes a stock or derivative recommendation, the entry price zone, the stop loss, and the target. The research rationale explaining why the call was made accompanies every recommendation. Calls cover equities, F&amp;O, commodities, and mutual funds depending on the plan tier.<\/p>\n<p>Alerts arrive via push notification and optionally through WhatsApp, so investors receive calls in real time regardless of whether they have the app open. The advisory feed within the app shows all active and recently closed calls with their current status.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Screen Stocks Now on the Free Univest Screener<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Execute_Trades_at_Zero_Brokerage\"><\/span><strong>Execute Trades at Zero Brokerage<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Investors who open a Univest demat account can execute equity and F&amp;O trades directly within the app. The demat account opens for free via Aadhaar KYC in under 10 minutes. Brokerage on the standard plan is Rs 5 per trade, and the first 25 trades for new accounts are at zero brokerage. Order types include market, limit, and stop loss orders for both equity and F&amp;O positions.<\/p>\n<p>The integration between advisory and execution means investors can move from an advisory call to an order placement screen in a single tap, with the stock or contract pre-filled. Statutory charges including STT, exchange fees, and GST apply on all trades as applicable across all Indian brokers.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Track_Portfolio_with_Advisory_Overlay\"><\/span><strong>Track Portfolio with Advisory Overlay<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Investors can monitor their portfolio within the Univest app. The tracker shows live P&amp;L for all holdings, the advisory&#8217;s recommended entry zone, current stop loss proximity, and target distance for each advisory-sourced position. Portfolio beta relative to Nifty 50 and sector concentration are also displayed. External demat accounts from other brokers can be linked for consolidated tracking.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Access_IPO_Research_and_Recommendations\"><\/span><strong>Access IPO Research and Recommendations<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Before major Indian IPO listings, Univest Research Analysts issue apply or avoid recommendations with the research rationale. Investors can access these through the app alongside their secondary market advisory. This is useful for investors who regularly participate in IPO allotments and want a structured, SEBI-registered view before deciding whether to apply.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Follow_Top_Investor_Portfolios\"><\/span><strong>Follow Top Investor Portfolios<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Univest allows investors to track the disclosed portfolios of prominent Indian investors and institutional holders. When a top investor adds or exits a significant position in a listed company, investors following that investor&#8217;s portfolio receive a notification. This is based on publicly disclosed shareholding data from NSE and BSE filings, not proprietary information.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Attend_Weekly_Market_Webinars\"><\/span><strong>Attend Weekly Market Webinars<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Weekly live webinars hosted by SEBI-registered analysts cover market outlook, sector analysis, stock-specific deep dives, and risk management concepts. Investors can attend from within the app without navigating to an external platform. Session recordings are also accessible after the live broadcast for investors who cannot attend in real time.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Read_Concise_Market_News\"><\/span><strong>Read Concise Market News<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Market news on Univest is delivered in 60-word brief format, which provides key information without requiring investors to read through long news articles during market hours. Corporate actions, quarterly results, management guidance updates, and macro announcements are all covered in this compressed news feed.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This Univest app features review finds a platform where investors can screen stocks, follow SEBI advisory, execute trades, track portfolios, access IPO research, follow top investor portfolios, attend webinars, and read market news, all without leaving the app. The breadth of what investors can do on the platform, and the fact that each feature connects to the others in a single workflow, is the central value proposition of Univest as an all-in-one investing app in 2026.<\/p>\n<p style=\"margin-top: 24px;\"><em>Download the <a href=\"https:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to access the full Univest platform.<\/em><\/p>\n<p style=\"background: #CC0000; color: #fff; padding: 10px 16px; border-radius: 4px;\"><strong>Disclaimer:<\/strong> Investment in the share market is subject to market risk. This article is for informational purposes only and does not constitute investment advice. Past advisory performance does not guarantee future results. Always read all scheme-related documents carefully before investing. Uniresearch Global Pvt Ltd is a SEBI-registered Research Analyst, registration number <strong>INH000013776<\/strong>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"What_can_I_do_on_the_Univest_platform_for_free\"><\/span><strong>What can I do on the Univest platform for free?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Free features on Univest include access to the stock screener for 5,000+ NSE and BSE stocks with 100+ filters, basic Buy, Sell, Hold signals on individual stocks, market news in 60-word format, IPO listing information, top investor portfolio tracking, and portfolio linking for existing demat accounts. The paid subscription unlocks full SEBI-registered advisory with specific entry, stop loss, and target on every call.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Can_I_follow_top_investor_portfolios_on_Univest\"><\/span><strong>Can I follow top investor portfolios on Univest?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. Univest allows investors to track publicly disclosed portfolios of prominent Indian investors and institutional holders. Notifications are sent when tracked investors make significant changes to their disclosed shareholdings in listed companies. This data is sourced from publicly available NSE and BSE filing disclosures.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_Univest_cover_IPO_recommendations\"><\/span><strong>Does Univest cover IPO recommendations?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. Before major Indian IPO listings, SEBI-registered Research Analysts on Univest issue apply or avoid recommendations with research rationale. These are accessible within the advisory feed alongside secondary market stock calls. IPO research covers the company&#8217;s business model, financials, valuation, and grey market premium context where relevant.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_does_the_Univest_market_news_feed_work\"><\/span><strong>How does the Univest market news feed work?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Univest delivers market news in 60-word brief format, covering corporate actions, quarterly earnings, management guidance, and macro announcements. The compressed format is designed for investors who want to stay informed during market hours without spending time on long-form news articles. The news feed updates in real time throughout the trading day.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Can_I_place_limit_orders_and_stop_loss_orders_through_the_Univest_demat_account\"><\/span><strong>Can I place limit orders and stop loss orders through the Univest demat account?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. The Univest demat account supports market orders, limit orders, and stop loss orders for both equity and F&amp;O trades on NSE and BSE. Investors can also place cover orders and bracket orders on supported instruments. Order management and trade history are accessible from within the app.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Are_webinar_recordings_available_if_I_miss_the_live_session_on_Univest\"><\/span><strong>Are webinar recordings available if I miss the live session on Univest?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. Recordings of past webinars are accessible within the Univest app for investors who could not attend the live session. The availability and duration of recording access may depend on your subscription plan. Check the current plan details on the Univest website for specific recording access terms.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_Univest_cover_mutual_fund_SIP_recommendations\"><\/span><strong>Does Univest cover mutual fund SIP recommendations?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. Univest provides mutual fund selection and SIP recommendations under its Investment Adviser registration INA000017639. Fund recommendations appear in the advisory feed alongside equity and F&amp;O calls. Investors can use these to set up SIP investments in recommended funds directly within the app on supported platforms.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Univest app features review: screen stocks, follow SEBI advisory, trade at zero brokerage, track portfolio, access IPO research and attend market webinars all in one app.<\/p>\n","protected":false},"author":28,"featured_media":212116,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[3802],"class_list":["post-212118","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market","tag-news"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["212116"],"_edit_lock":["1787127346:28"],"_last_editor_used_jetpack":["block-editor"],"rank_math_primary_category":["24"],"rank_math_seo_score":["69"],"rank_math_title":["Univest App Features Review: What Can Investors Do on the 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