Scripbox: Mutual Fund & SIP

Scripbox - Invest in Mutual Funds

About this app

Scripbox has been India's trusted digital wealth manager since 2012, managing ₹13,500 crores worth assets and has successfully helped 50,000+ families achieve their goals.

As your personal digital wealth manager, Scripbox offers not just mutual funds investments & SIPs but also gives personalised recommendations on the basis of Scripbox Fund Ranking Algorithm™ coupled with our research team’s years of expertise to help you choose the right funds. To protect your MF portfolio from market fluctuations, we also provide recommendations on the right asset allocation & diversification. With Scripbox you also get access to tools such as SIP MF Calculator & SIP Tracker.

To ensure that you stay invested in the right funds we perform quarterly reviews using Scripbox Portfolio Health & suggest timely course corrections. And finally to make sure you don’t lose your gains to capital gains tax & exit loads we recommend the right ways to exit your investments with Scripbox Smart Withdraw ™


WHAT WE OFFER:

1️⃣FAMILY PORTFOLIOS with multiple family member accounts to help you plan finances and goals together.

2️⃣GROWTH STRATEGIES that recommend an asset allocation as per your risk profile and also provide recommendations to build a portfolio that is ideal for you.

3️⃣PORTFOLIO REVIEWS to assess your investments across 9 parameters every quarter.

4️⃣ACTIONS & RECOMMENDATIONS ON THE APP so you never miss investments, portfolio reviews, or anything your wealth needs.

5️⃣ALL YOUR WEALTH MANAGEMENT NEEDS IN ONE PLACE through tracking even your external investments in the app. You can tag your existing external investments to your plan and get personalised recommendations.

6️⃣TAX-OPTIMISED WITHDRAWAL using the Scripbox Smart Withdraw™ algorithm helps you minimise losses to capital gains tax and exit loads.

SCRIPBOX GOAL-BASED INVESTING PLANS

On our wealth management platform we offer financial plans for a wide range of goals, such as:

✅Long Term Portfolio
✅Retire Confident
✅My First Crore
✅Tax Saver
✅Child Education
✅Emergency Fund
✅Dream Planner
✅Child Headstart


CONTACT US:

Scripbox Customer Support
Dial 1800-102-1265
7 Days in a Week
8 AM to 8 PM

SCRIPBOX IN NEWS:

Best Fin-tech - Best Banks Award:Financial Express
2nd Most Influential Financial Services brand worldwide by LinkedIn
Achieve your life goals with us! To join the Scripbox community download the app now!

*Mutual Fund investments are subject to market risks. Read all scheme related documents on mutual funds carefully. The past performance of mutual funds is not an indicator of future returns.

Ratings and reviews

It used to be a revolutionary app but muddled interface and constantly confusing approaches really took away the shine. Edit: After speaking to their executives, the experience was even more draining. They kept regurgitatig the same old tropes without offering any real solutions. They keep revising their recommendations every year, leading to over diversification. I have over 30 different funds based on their recommendation. So much for the stated aim of having a long term horizon.

i have been using it for around 7 years now...didn't face any problem... customer service is intact... fund health checkup gets done on time n they advise also timely...superb it is.

Loved it. Have been using this since 2016. One lag that I see is. it doesn't hold Direct MFz only Regular ones . Rest all is wonderful

What's new

New:
1. Improved payment experience for UPI.
2. Introduced an advisory feature for clients who have stopped their SIPs.

Enhancements:
1. Mutual funds performance chart now shows the net investment and gains made over that.
2. Performance reporting section has been rearranged to show more relevant information.
3. The financial plan video is now in portrait mode for better experience and screen is redesigned to highlight the most important information.

This was a bug free week for us!