FundExpert

Powered by Kotak

About this app

COMPLETELY PAPERLESS
Get ready to invest in 5 minutes, no exchange of papers or paperwork required.

INVEST IN THE BEST
We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.

FLEXIBLE BASKET
Even when we suggest you a basket, you have complete power to remove a fund or change the amount you want to invest in a specific mutualfund.

CALCULATED RISKS
On FundExpert, we select the right asset allocation for you and then suggest you funds to buy so that you never take more risk than you should.

TYPE OF STRATEGIES
Get Buy, Redeem, Switch, STP plans on your investment and execute that in one click. Even if you have not bought from us you can redeem external holdings.

SHOP YOUR MUTUAL FUND
Select wish list of funds of your choice in cart, so you can pay for them later. Be it one time or SIP.

PORTFOLIO HEALTH CHECKUP
Know the performance of your portfolio & get the quality and health checkup of your portfolio done.

EXPERT SUPERVISION
Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.

HIGHEST TAX-FREE RETURNS
ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.

TAX-FREE CAPITAL GAINS
The principle amount, as well as all capital gains are completely tax-free.

LOWEST LOCK-IN
Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.

INVESTMENT PROOF
Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.

GOAL BASED INVESTMENT
Now assign goal to multiple Mutual Fund Holdings and keep track of there completion.

NEW FUND OFFERS
Invest early in New Mutual Fund Schemes, again completely paperless.

STOCK PORTFOLIO UPLOAD
Now upload NSDL/CSDL file and get you stocks portfolio live on a click. Get short term, medium term and long term projections.

CALCULATORS
Check how much you need to invest monthly for particular target or check how much you will get in returns if you invest monthly for desired years.

FAMILY ACCOUNTS
Now manage portfolio of your family memebers under single profile, add as many as you want and keep track of there investments.

MAKE AUTO PAYMENTS
Get your mandate done in single click, be it ISIP, XSIP, E-Mandate. And start Mandate SIP, so that you don't have to remember dates of SIP.

Member name: Kotak Securities Limited
SEBI Registration Code: INZ000200137
Member Code: NSE: 08081 | BSE: 0673 | MCX :56285 | NCDEX :1261
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s: Cash, Futures and options, Currency, Commodity

Ratings and reviews

Website version is good but app version does not show necessarily informations like mode of holdings, second holders name etc.

I am using this app last few days it was really great experience using this platform. All features are very easily done.

BEST APP FOR DISTRIBUTORS & CLIENT ALSO, EASY & VERY COMFIRTABLE APP, ALL TYPES OF TECHNICAL SUPPORT IS BEST, SPECIALLY VAISHALI SURTI MADAM GIVES BEST SERVICE AT ALL & ANY TIME. I AM RECOMONDED TO ALL DISTRIBUTORS.

What's new

- Upgrade to Android 14 to fulfill play console requirements