Simple design, built with beginners and experts in mind.
Sign up in minutes, one-time KYC process within the app.
Verify your KYC/Video KYC available.
Invest in the ready-made basket of mutual funds recommended by experts.
Buy and sell mutual funds, or start SIP with few taps.
Start SIP or invest one time (Lumpsum).
All mutual fund companies (AMCs) are supported on Mutual Fund app.
View Fact sheet of all Schemes.
Dashboard to track all your overall investments snapshot
Track your existing investments.
Track your annualized returns and total returns
Check details of holdings and mutual funds
Track your Family’s Investment.
Transaction details and order history.
Dashboard to track all your overall investments snapshot
Track your existing investments.
Track your annualized returns and total returns
Check details of holdings and mutual funds
Track your Family’s Investment.
Transaction details and order history.
Define Goals in line with your Life Plan
Track when the Goal will be met
Invest to cover Shortfall in all Goals
All Goal format supported with customizability
Create an investment account under your ARN, Complete Video KYC, Create AutoPay Mandate and Transact right away. New users can get to know about your Brand.
View Portfolio Details, Processed Transactions & to Transact in existing Folios. Users can choose from your selected Baskets of schemes to Invest.
Login for Relationship Managers, Sub Brokers and Admin. View important Business metrics. All the assigned client portals under User can be opened from your team’s User logins.
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