Mutual Fund Partner App

1K+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

WealthBucket allows our Mutual Fund Agents to manage their client’s accounts online. Mutual Fund Partner app let's you connect without any hassle. WealthBucket MF Partner App will help IFA’s to invest in mutual funds for their clients in the most effective manner. Now, you don’t need to run around with documents or getting stuck with lengthy tiring processes for initiating mutual fund transactions for your clients.

This app lets you fill in customer details, upload all the required documents and invest with ease and using only a single button. You can initiate transactions and generate reports on behalf of your customer, all just sitting at your home. Download this mutual fund distributor app today!


Financial goals:

⭐Building Long-Term Wealth: For meeting long-term goals with more than 3 years horizon.
⭐Saving Tax: For saving taxes under Section 80C with lowest lock-in among other tax-saving options.
⭐Short-term Goals: For superior tax-adjusted returns for surplus funds over one year.
⭐Planning for Retirement: To build wealth for post-retirement life.
⭐Saving for Children: For accumulating funds for children education/marriage.
⭐Regularity in Income: For superior tax-adjusted returns for regular income more than 3 years horizon.
⭐Safe and Reliable: Data secure and encrypted latest with safety standards to retain.

What sets us apart?

📌Ease in opening your account:

Our app will let you open the account and quickly start investing. There is no need to open a De-mat account to start investing in mutual funds.

📌Free account opening:
Zero fees to open your account.

📌Packages and performance:
We’ve created ready made packages suggested by experts for you and you can view the historical performance of any mutual fund in the form of charts.

📌Live tracking of the portfolio:
You can easily track your investments from mutual fund apps like ETMoney, Fundsindia, Scripbox, Paytm Money, Zerodha Coin, Angel Bee, Asset Plus, Groww, Mycams, and Kfin Teck.

📌Lowest SIP:
You can start investing with as low as Rs.100.

Transactions options:

✔️Systematic Investment Plan (SIP): Regular monthly investments in mutual funds
✔️One-time lump sum
✔️Selling / Redemption: You can withdraw money from your mutual fund investments anywhere as per the scheme policy.
✔️Switch: Shift your investment from one scheme to another of the same mutual fund
✔️Systematic Withdrawal Plan (SWP): You can withdraw/sell your investments at a fixed interval
✔️Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at a fixed interval. It works within a mutual fund.
✔️Instant Redemption: In the case of some liquid fund schemes, you have an option to redeem your investments up to Rs.50,000.


Mutual fund tracking and review

✔️Dashboard to track all your client’s investments
✔️Trace your client’s annualized and total returns
✔️Review details of holdings and mutual fund NAV
✔️Estimate returns through mutual fund SIP calculator

How to invest in mutual funds on WealthBucket?

👉Add your client’s account
👉Verify your client’s KYC
👉Pick any mutual fund
👉Begin SIP or one time- investment (lumpsum)

AMCs supported by our app 🤝-

👉SBI Mutual Fund
👉Nippon India Mutual Fund
👉ICICI Prudential Mutual Fund
👉HDFC Mutual Fund
👉Aditya Birla Sun Life Mutual Fund
👉Franklin Templeton Mutual Fund
👉Kotak Mutual Fund
👉Mirae Asset Mutual Fund
👉Axis Mutual Fund
👉Motilal Oswal Mutual Fund
👉L&T Mutual Fund
👉Parag Parikh Mutual Fund
👉UTI Mutual Fund
👉LIC Mutual Fund
👉Tata Mutual Fund
and more

Connect to our Experts
You can call us anytime at +91 8750005655 or mail us at support@wealthbucket.in and get in touch with our experts in case you have any queries for your investments.
Updated on
Dec 28, 2021

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available

What's new

With every update, we hear you and resolve all the issues and bugs faced by our users. This is our only goal and we will keep doing the same in the future as well.
We have fixed all reported bugs.

Keep investing and achieving your goals with WealthBucket.