AssetPlus - Mutual Funds & SIP

AssetPlus - Mutual Funds

About this app

AssetPlus is India’s best-assisted investment app for Mutual Fund Investments. We manage investments for over 75,000 investors and handle more than 2000 crores of AUM. We provide investment and related financial advisory services including Goal based Planning, Tax Planning and Retirement Planning.
We guide you in the right direction of your financial journey through:
A dedicated financial advisor
Understanding financial goals & risk appetite to curate a tailored portfolio
Managing external & internal investments in one app
Encouraging investment discipline
Tracking your portfolio
Conducting periodic reviews
Sit back and relax while we guide you in complete financial planning and portfolio management. Start your journey to financial independence by downloading the app now.

AssetPlus Mutual Fund App is available in English, Hindi & Tamil.

FAQs
I want to learn more about mutual funds and SIPs. What should I do?
We have explained about mutual funds and SIPs in detail in the app in our ‘Learn more’ Section. You can easily access the same to learn more about mutual funds. Additionally, our experts are also available anytime to help you by solving your queries.

How can I plan my Mutual Fund investments?
After registration, please proceed to activate your account. Once activated you will be assigned a dedicated Mutual Fund advisor, they will help you right from planning your Mutual Fund investments to managing, tracking and reviewing the same.

What other services do your Mutual Fund advisors provide?
Our experts provide comprehensive financial advisory - Goal based Investment Planning, Tax Planning and Retirement Planning for you and your family.

Can I save tax through mutual funds?
Yes, you can invest in ELSS mutual funds to save tax u/s.80C. For instance, you can save tax up to Rs.46,800 by investing Rs.1,50,000 in ELSS in a year.

What are the charges for using AssetPlus App?
The AssetPlus App is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.

Can I track investments made on other Mutual Fund apps/Offline here?
Yes you can! Few such apps are : Fisdom - Mutual Fund investments app, ETMoney, Paytm Money, Groww, Goalwise, Scripbox. You can import your existing Mutual Fund investments from anywhere and track them easily in your AssetPlus account.

How will our product basket help you in your investment planning ?
Our investment products will help you grow your wealth & achieve your financial goals
Mutual Funds: Helps you in wealth building and fulfill both short term & long term financial commitments to achieve financial independence.
NPS: Secure your retirement years by planning in advance. Investing in NPS helps save taxes and also build retirement wealth.
Corporate FD: Helps you earn assured returns at higher interest rates than regular bank fixed deposits.
Insurance: Protect your wealth from unexpected emergencies with Insurance.
Loans: Avail loans for all needs at affordable interest rates.

8. There are other Mutual Fund tracking apps such as MyCAMS, KFinKart, IPru Touch, SBI MF etc. What are the benefits of tracking Mutual Fund investments here?
All these apps provide a limited number of AMCs to track whereas on the AssetPlus App you can invest & track investments across all AMCs.

9. Which Mutual Funds companies are available to invest on the AssetPlus platform?
The following mutual fund companies are available.
Axis Mutual Fund
Aditya Birla Sun Life Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Bandhan Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Quant Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Funds
SBI Mutual Funds
Sundaram Funds
UTI Mutual Funds

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
[Minimum supported app version: 6.0.304]

Ratings and reviews

Excellent application but SIP CANCELLATION is not available in this app. Once we put SIP we are not able to cancel. If we contact customer care they simply says contact your financial advisor. But in Zerodha we have self cancellation option for SIP and SWP. So better avoid sip in this app. This app is very good for MUTUAL FUND LUMPSUM.

After recent updates, compare funds under tools menu is not available. It was very usefull for analysing 8 funds in one window. Please re introduce the same. Now only 2 funds comparison is available in other section. Thanks

UPI payment failure. Most of my client is facing UPI payment failure. UPI payment does not initiate from the app itself. I checked myself. I selected UPI mode of payment then go for OTP verification, then error occurred "UPI payment failed". This issue is not with all clients but most of the clients even when everything is correct. I raised ticket for this but the issue still exists. Kindly fix the bug ASAP.

What's new

Bug fixes and performance improvements.