Geojit FundsGenie

GEOJIT

About this app

FundsGenie by Geojit – Invest in MFs with Confidence, Clarity & Control
Looking to grow your wealth with smart mutual fund investments? Whether you're new to investing in mutual funds or managing a mature portfolio, FundsGenie by Geojit is your all-in-one MF app. Backed by Geojit’s 38+ years of capital market expertise, the FundsGenie mutual fund invest app blends expert fund recommendations and advanced portfolio analytics - ideal for new investors, seasoned clients, and HNIs.


What You Can Do with the FundsGenie MF Investment App
Invest in SIPs, Lumpsum & NFOs
• Invest in over 4000+ mutual fund schemes from 40+ leading AMCs
• Start SIPs with as little as ₹100
• Apply for NFOs directly from this MF investment app
• Choose to hold units in Demat or Physical (non-demat) mode

Track, Analyse & Grow Your Portfolio with Mutual Funds Tracker
• Real-time NAV updates and portfolio valuation
• View fund-wise XIRR returns, detailed realised & unrealised P&L
• Stay organised with a SIP Calendar

Manage, Modify, or Exit with Flexibility
• Set up and manage SWP, STP, and Fund Switch easily
• Full control to pause or cancel mutual funds SIP anytime

Analyse All Your Online Mutual Funds in One Place
• Use the External Fetch feature to import MF holdings from outside Geojit
• Get a unified dashboard for complete portfolio tracking across platforms with the comprehensive mutual fund tracker

Discover & Analyse Mutual Funds in-depth
• Compare performance across timeframes, categories, and risk levels
• Benchmark funds against category averages to spot consistent performers
• In-depth fund analysis includes:
✔ Asset Allocation (equity, debt, cash)
✔ Top Holdings and Sector Exposure
✔ Market Cap Distribution (Large, Mid, Small Cap)
✔ Risk Meter to evaluate fund volatility
• Recommended fund lists curated by Geojit’s expert research
• Morningstar ratings alongside Geojit’s proprietary insights

Portfolio X-Ray – Deep Dive into Your Holdings
Smart insights for your portfolio:
• Style Box: View exposure across caps and growth/value styles
• Asset Mix: Understand the allocation between equity, debt, or hybrid mutual funds
• Sector Spread: Identify overexposure to specific sectors
• Holding Overlap: Spot duplication across MFs
• Risk Match: Align portfolio risk with goals

Smart Calculators to Plan Your Wealth
• Estimate long-term returns with the mutual fund SIP Calculator
• Visualise and plan future wealth with goal-based projections

Tailored for You
• Get suggestions based on your risk profile
• Access to a dedicated Relationship Manager

Coming Soon on FundsGenie
• Step-Up your SIP to grow contribution annually
• Goal-Based Investing Journeys
• Fund Comparison Tools to compare funds
• Family Portfolio View to manage mutual funds investment portfolios across family members

Why Investors Choose the FundsGenie Mutual Fund App
• Combines expert research, cutting-edge tools, and investor-first design
• Offers 24x7 human customer support
• No hidden charges
• Trusted by lakhs of investors across India

Download FundsGenie now
Start your SIPs, track your MF invest portfolio, and invest with clarity and confidence.

Member Name: Geojit Financial Services Limited
Corporate Identity Number: L67120KL1994PLC008403.
SEBI Registration Numbers - Investment Adviser: INA200002817.
AMFI Registered Mutual Fund Distributor ARN: 0098 (Date of Initial Registration: 9 May 2002, Current Validity: up to 8 May 2027).

Ratings and reviews

I am using this app from almost two years. it's not updating the portfolio. still it is showing the last updated as on 24/07/2024. Not understanding. No meaning in using this app

I been trying to use this app for weeks..every step of process there is issue. First it doesn't show the account type. Once it was resolved, nominee registration not happening. Once that is resolved. I get error 'client doesn't exist' . Once that is resolved, now I tried a transaction, money deducted but not mutual fund purchases. Very bad app.

Easy to understand fund investments fully support with relationship advisor and other staff , daily Notifications about investments also good returns SIP SWP And NFO. rather than update new IPO...

What’s new

We update FundsGenie regularly to make your mutual fund investing journey smoother, smarter, and more personalized. This update focuses on improving performance and fixing key issues.

This release includes:
- Sell mutual funds held in your Geojit CDSL Demat account
- Sell regular mutual funds (Non Demat) purchased through other brokers
- Front-end UI enhancements for an even smoother user experience

Need help? Call our Customer Care at 1800 571 5501 or 0484-6193200 for assistance.