Univest App Features Review: What Can Investors Do on the Platform?

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.

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Screen 5,000+ Stocks with 100+ Filters

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.

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.

Receive SEBI-Registered Advisory Calls

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&O, commodities, and mutual funds depending on the plan tier.

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.

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Execute Trades at Zero Brokerage

Investors who open a Univest demat account can execute equity and F&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&O positions.

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.

Track Portfolio with Advisory Overlay

Investors can monitor their portfolio within the Univest app. The tracker shows live P&L for all holdings, the advisory'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.

Access IPO Research and Recommendations

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.

Follow Top Investor Portfolios

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's portfolio receive a notification. This is based on publicly disclosed shareholding data from NSE and BSE filings, not proprietary information.

Attend Weekly Market Webinars

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.

Read Concise Market News

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.

Conclusion

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.

Download the Univest iOS App or Univest Android App to access the full Univest platform.

Disclaimer: 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 INH000013776.

Frequently Asked Questions

What can I do on the Univest platform for free?

Ans. 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.

Can I follow top investor portfolios on Univest?

Ans. 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.

Does Univest cover IPO recommendations?

Ans. 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's business model, financials, valuation, and grey market premium context where relevant.

How does the Univest market news feed work?

Ans. 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.

Can I place limit orders and stop loss orders through the Univest demat account?

Ans. Yes. The Univest demat account supports market orders, limit orders, and stop loss orders for both equity and F&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.

Are webinar recordings available if I miss the live session on Univest?

Ans. 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.

Does Univest cover mutual fund SIP recommendations?

Ans. 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&O calls. Investors can use these to set up SIP investments in recommended funds directly within the app on supported platforms.