Invest for your goals, track your expenses and watch your wealth grow — all in one app.
PaisaSmart brings your investments, spending and financial goals together in one simple, secure place. Whether you're making your first investment or managing a growing portfolio, PaisaSmart shows you where your money stands today and helps you plan where it goes next.
INVEST FOR YOUR GOALS
• Not sure where to start? The guided "Find my goal" flow helps you pick the right goal
• Plan for a new house, your own business, your kids' education, their wedding and more
• Search mutual funds and start investing in a few taps
PFR – PERSONALIZED FINANCE
• Insights built around your money, your goals and your habits
• Smart alerts, such as when your portfolio is concentrated in too few holdings
• See when you could become a crorepati at your current pace
MONEY HUB
• Track your expenses and see where your money goes each month
• See your total wealth, cash and investments together, in one place
• Keep an eye on how much you've saved this month
PORTFOLIO TRACKING
• Current value, invested amount, returns and XIRR for every holding
• Portfolio insights show your best- and worst-performing funds
• Sort and compare holdings to make better decisions
MANAGE EVERYTHING IN ONE PLACE
• Manage your SIPs, SWPs, withdrawals and bank mandates
• View your full purchase history
• Update your profile, bank account and nominee details
EASY ONBOARDING
• Complete your KYC verification digitally, right inside the app
• Or start with non-KYC access and explore at your own pace
SAFE AND SUPPORTED
• Your PAN, mobile number and bank details stay masked in the app
• Need help? Reach our team on WhatsApp straight from the app
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
PaisaSmart - Your Private Wealth Manager!