Planswell

PLANSWELL

About this app

Take control of your investments with Planswell — the ultimate app for managing mutual funds. Designed for modern investors, Planswell lets you and your family manage all your mutual fund portfolios under one unified account — because we believe in "One Family - One Account". Get started in just minutes with a smooth client onboarding process.

Browse, compare, and invest in mutual funds with ease. From tracking SIPs and viewing transactions to accessing fund factsheets and thematic baskets — everything is just a tap away. Enjoy a secure, intuitive interface packed with features like profile management, in-app transaction completion, and mandate authentication in under 2 minutes.

Planswell offers top-notch security with PIN protection and biometric options such as fingerprint and face unlock. With multiple themes and a smooth, interactive experience, investing in mutual funds has never been this convenient or engaging.

What’s new

Nominee addition made compulsory while creating a UCC.
NEFT/RTGS payment mode added in relevant transaction modes
Other bug fixes & improvements