Finpeg: Mutual Fund & Analysis

The smart way to invest in Mutual Funds & ULIPs

About this app

finpeg is a mutual fund research and investing companion built for Indian investors who want institutional-grade tools, backed by the guidance of a real, dedicated Relationship Manager (RM) when it's time to act.

Unlike self-execute trading apps that hand you a "buy" button and leave you on your own, finpeg gives you powerful research and planning tools to build genuine conviction. When you're ready, you invest through your own RM/advisor -- someone who knows your goals and helps you follow through with confidence.

RESEARCH & ANALYSIS TOOLS (Tools tab)

Super Screener
Screen mutual funds across 400+ fundamental and technical metrics. Build custom filters on returns, risk, ratios, holdings and more to shortlist funds that truly match your criteria.

Strategy Builder
Design rule-based, multi-fund strategies and backtest them bias-free against historical data. Paper trade a strategy first to see how it would have performed before you commit.

Factor Model
Weight funds by value, momentum, quality and other established factors to build a portfolio aligned with your own investing philosophy.

MagicBoard
Quickly filter funds by category and benchmark to narrow a universe of options in seconds.

Alpha Analysis
Calculate alpha, beta and R-squared for any fund against any benchmark over a custom date range -- see how much of a fund's return is skill versus market exposure.

Compare Funds
Put funds side by side across the metrics that matter, so choosing between two "good" options gets easy.

Calculators
SIP, Lumpsum, SWP and rolling-returns calculators to model outcomes before you plan your next move.

YOUR PORTFOLIO, ALL IN ONE PLACE

Get a consolidated view of everything you hold -- total value, XIRR, and day/total gain in one screen. Drill into holdings, asset allocation and complete transaction history. Download a portfolio report as a PDF whenever you need one, and view your holdings mapped to your financial goals.

STAY ON TOP OF THE MARKET

•⁠ ⁠Watchlist: track funds you're interested in before you act
•⁠ ⁠Global search: find any fund instantly
•⁠ ⁠Home dashboard: your portfolio snapshot alongside a markets overview -- Nifty 50, Nifty Bank, sectoral indices and more
•⁠ ⁠A clean, modern interface with full dark mode and light mode support

HOW INVESTING WORKS ON FINPEG

finpeg is built for research, screening and planning -- it is not a self-execute trading app. There's no in-app order placement or ETF trading. Instead, you use finpeg's tools to do the analysis, then invest through your own dedicated Relationship Manager or advisor, who handles execution and brings human judgment and accountability to the moment that matters most.

WHO IT'S FOR

finpeg is built for retail investors in India who want data-driven, institutional-grade mutual fund research -- the kind of screening, backtesting and factor analysis usually reserved for professionals -- while still investing through a trusted human advisor rather than going fully self-directed.

Download finpeg to research deeply, plan with confidence, and invest through an RM you trust.

What’s new

Enhanced portfolio summary, advanced portfolio analytics and other improvements