CashRich: SIP in Mutual Funds

CashRich for Mutual Fund Investments in India

About this app

India's most trusted and user-friendly mutual fund app. Ideal for all investors to help them manage their wealth seamlessly.

Join 350,000+ investors who’ve been investing with CashRich since 2016 to grow and manage their wealth. Here’s why:
1. Personalized Guidance – Enjoy regular portfolio reviews tailored to your financial goals.
2. Family Portfolio Management – Track and invest across multiple accounts from one device for maximum convenience.
3. Dynamic SIP (DSIP) – Automatically invest more when markets are down, aiming for higher long-term returns.
4. Investment Triggers – Stay informed with timely market alerts to seize the best investment opportunities.
5. Prompt Support – Rely on a dedicated team ready to assist whenever needed.

Key Features:
1. Easy Account Opening
-Open your free investment account in just 2 minutes with no paperwork.
-Seamlessly open NRI accounts and invest from abroad with tailored mutual fund options for NRIs.
-Create and manage minor accounts to help your children start their investment journey early.

2. Invest Seamlessly in a Few Clicks
- Make investments that suit your goals: start SIPs, invest a lump sum, set up STPs, or switch existing funds with ease.
-Invest in schemes from Axis Mutual Fund, ICICI Prudential, HDFC Mutual Fund, SBI Mutual Fund, Kotak, Nippon, Tata, Franklin Templeton, and more.
-Transact with ease using UPI, Netbanking, NEFT/RTGS, or online mandates for quick and secure processing.

3. Personalized Guidance
-Receive expert insights on your portfolio based on your long-term goals and risk appetite.
-For beginners and experienced investors, our guidance helps you optimize returns and maintain a balanced portfolio over time.

4. Family Portfolio
-Enjoy an all-in-one wealth management app experience for every family member.
-Consolidate all mutual fund investments under one roof, perfect for those managing multiple accounts.
-Track and invest in real-time without juggling multiple apps or logins.

5. Dynamic SIP (DSIP)
-Invest more when markets dip and less when they’re high, and optimize your returns over the long run.
-Ideal for anyone looking to build a portfolio that adapts to market fluctuations without constant monitoring.

6. Highly Secure
-Cert-In verified and OWASP compliant for bank grade security. Enjoy peace of mind with robust cybersecurity standards, making CashRich the safest app to invest in mutual funds.

7. Prompt Customer Support
-Reach out anytime for swift resolutions. Our dedicated team of experts is here to help you.

Whether you’re a beginner or a seasoned investor, download the CashRich app now and transform your financial journey. Experience hassle-free onboarding and complete control of your mutual fund investments in one personalised investment app.

Ratings and reviews

The response time of the team is quite fast and the app is lightweight and simple to use. Would have been nice if the app had biometric login option and shows the portfolio summary at login instead of having to click around to get to it. Perhaps the consolidated portfolio review report (currently sent via email) could be made available within the app so the investment and review is doable all on phone.

The app was asking for bank account details and I was not ready to share my details. So I contacted the in-app chat support. They explained that it is required to setup a default bank for receiving money during withdrawal. I thought that was fair and they seemed trustworthy as they are SEBI regulated.

This app has an interesting feature called Dynamic SIP. Did not find this option in any other app. Because of Dynamic SIP, I did not have any loss when share markets fell almost 20% in last 1-2 months. Also overall customer service is great!

What’s new

This update includes improvements and bug fixes to enhance overall performance and stability.