Fund Advisor

Features Fund Advisor

Invest in Mutual Fund or manage your existing Mutual Fund portfolio for free.COMPLETELY PAPERLESSGet ready to invest in 5 minutes, no exchange of papers or paperwork required.
INVEST IN THE BESTWe always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.FLEXIBLE BASKETEven 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 RISKSOn 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 STRATEGIESGet 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 FUNDSelect wish list of funds of your choice in cart, so you can pay for them later.
Be it one time or SIP.PORTFOLIO HEALTH CHECKUPKnow the performance of your portfolio & get the quality and health checkup of your portfolio done.EXPERT SUPERVISIONOur algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.HIGHEST TAX-FREE RETURNSELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.TAX-FREE CAPITAL GAINSThe principle amount, as well as all capital gains are completely tax-free.LOWEST LOCK-INJust a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.INVESTMENT PROOFChoose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.GOAL BASED INVESTMENTNow assign goal to multiple Mutual Fund Holdings and keep track of there completion.NEW FUND OFFERSInvest early in New Mutual Fund Schemes, again completely paperless.
STOCK PORTFOLIO UPLOADNow upload NSDL/CSDL file and get you stocks portfolio live on a click.
Get short term, medium term and long term projections.CALCULATORSCheck 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 ACCOUNTSNow manage portfolio of your family members 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 dont have to remember dates of SIP.