ClearTax Invest - Mutual Funds and SIP Investments


Cleartax is the largest e-filing and investment platform in India trusted by 25 Lakh+ Indians. ClearTax INVEST App acts as that friend who nudges you towards the best investment plan(s) to help you save maximum taxes (up to Rs. 46800 annually).

Download Cleartax INVEST and pick a suitable Mutual Fund investment to grow wealth and save taxes. Compare various investment plans – Tax-saving Plans, Wealth Growth Plans and Short-term Plans at Cleartax INVEST App - to choose the right plan based on your investment profile. We handpick plans based on expert industry insights.

Tax-saving ELSS, SIP, Debt Funds, Liquid Funds & Hybrid Funds – All under one roof

Through Cleartax Invest App, you can access funds from ICICI Mutual Funds, HDFC Mutual Fund, DSP BlackRock Mutual Fund, SBI Mutual Fund and Reliance Mutual Fund among other Asset Management Companies.

What You Can Do With The Cleartax INVEST App

* Compare expert-researched mutual fund and investment plans
* Choose plan(s) based on your goals
* Get one-time eKYC done in 2 minutes
* One-tap access to login and investment dashboard
* Calculate the corpus (investment + returns) you will make
* Get timely industry news snippets and relevant financial tips
* Track your investments on a single dashboard
* Inculcate better financial management skills
* Seamless tax filing and tax saving
* Start, stop or withdraw money anytime
* Save time, money and effort by fast-tracking your investment process

With ClearTax INVEST, you can invest in

1. Tax saving investment plans - Helps you invest in best ELSS (tax saving mutual funds)
so that you can save taxes upto Rs. 46800
2. Grow rich plan - Helps you invest for your financially secured future
3. Young India plan - Made for Indian youth to help them start saving money right from young age
4. Child’s future plan - Helps you make investments to plan for your child’s higher education/marriage
5. Top Equity funds - Helps you invest in top equity fund recommendations
6. Top Debt funds - Helps you invest in top debt fund recommendations

Why invest in Mutual Fund

* Easiest way for people who do not have knowledge of stock markets and finance complexities to get exposure to.
* Mutual Fund helps you build wealth for different goals over time while saving taxes annually
* People, who do not have the time or patience to research and choose wisely, choose to invest in Mutual Funds
* Invest in tax saving funds or ELSS funds and save up to Rs 46,800 every year.

Benefits of investing Mutual Fund

* Experts manage your investment
* Shortest lock-in period of 3 years
* Start as low as Rs 500
* Easy buy and sell process
* Give exposure across diverse assets, shares, bonds, risk factors
* Tax efficient investments

Why invest with Systematic Investment Planning (SIP)
A Systematic Investment Plan or SIP allows you to invest a fixed sum regularly in a tax saving mutual fund scheme. The amount is deducted from your savings account every month and directed to the scheme. It allows you to buy units continuously without worrying about the market ups and downs. Not only does investing in an SIP bring financial discipline, but also helps you plan your budget and expenses better.

About ClearTax

Founded in 2011, ClearTax is India's fastest growing Tax & Compliance software company. We're a technology company helping people, enterprises & companies and the government with tax and compliance.

Since our start, we have found many friends along the way. Investors from Y Combinator, PayPal co-founder Max Levchin, Founders Fund, Sequoia, SAIF Partners, Naval Ravikant, Neeraj Arora, and Scott Banister, have all helped us get a little closer to our vision.

ClearTax e-filing App
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What's New

Zero Investment Fees. Invest Better · Build Wealth & Save Tax · Expert Selected Funds ·

• Now using TrustedWebActivity so your session data from Chrome continues within the app
• For best results, use with Android 6.0+ and Chrome 72.0+
• Better UI and easy to explore and discover curated investment plans
• Customize your investment section as per your goals
• One-tap Google login
• One-tap access to Investments Dashboard
• Filters and Sort for the Search feature
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Additional Information

July 20, 2019
Current Version
Varies with device
Requires Android
Varies with device
Content Rating
Interactive Elements
Digital Purchases
Offered By
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