- Finance

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About this app

🌟Join hundreds of satisfied users on and start Planning, investing, reviewing your mutual fund's portfolio.

Start investing to Get free financial planning support and Current Investments & insurance policies reviewed by our experts.

👉100% paperless online account opening with video KYC from the comfort of your home

👉Invest with Regular (commission) or Direct (free) Mutual funds or choose to pay a fixed fee for ethical advisory

👉Easy Investing, fast, and secured at your fingertips

👉Play around with Mutual Fund screener and financial calculators to plan in a better way is a simple mutual fund and financial planning app that allows to open a free account and get certified financial planners to support for your comprehensive financial plan.

A complete financial management App for You.
Invest in any Mutual fund scheme and manage other financial products like your Equity Shares, Insurance policies, Ulip's, FD's, PPF, Bonds, Debentures, Gold... e.t.c.

Invest in Mutual funds through monthly SIP or one-time lump-sum. If you are already investing, easily see all funds in App and compare, review, switch, redeem

With App, you can get several views of your portfolio which will not only keep you abreast about its latest status but also help you make important decisions for investment re-balancing, profit booking, or stopping loss.

Here are some of the many features of App:

• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming Portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class Mutual Fund advisory
• Raise a service ticket to our Certified Advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc. is registered with AMFI and all mutual fund companies (AMCs):
• SBI Mutual Fund, Reliance Mutual Fund, ICICI Prudential Mutual Fund, HDFC Mutual Fund, Aditya Birla Sun Life (ABSL) Mutual Fund, Franklin Templeton Mutual Fund, DSP Blackrock Mutual Fund, Kotak Mutual Fund, Mirae Asset Mutual Fund, Axis Mutual Fund, Motilal Oswal Mutual Fund, L&T Mutual Fund, IDFC Mutual Fund, Parag Parikh Mutual Fund, UTI Mutual Fund, Sundaram Mutual Fund, Tata Mutual Fund & More.

Happy Investing to All🙂
Updated on
Feb 7, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
App info and performance
This app may collect these data types
Personal info, Financial info and 3 others
Data is encrypted in transit
You can request that data be deleted

What's new

few Enhancement and bug fixed