View mutual fund portfolios in one place. Open new folios, purchase, redeem, and switch funds. Set up SIPs and manage transactions. Sync with multiple fund providers including Aditya Birla Sunlife MF, HDFC MF, SBI MF, and others.
by COMPUTER AGE MANAGEMENT SERVICES PRIVATE LIMITED★ 4.010 ratingsFinanceFreeData updated 2026-09-09
The app provides a single gateway to manage mutual fund investments across multiple fund houses. It offers features for opening new folios, purchasing, redeeming, switching, and setting up SIPs.
Invest in stocks and fixed deposits through pre-built portfolios managed by experts. Choose from themed or strategic stock baskets. Set up recurring investments and track portfolio performance over time.
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.
The app allows users to invest in direct mutual funds, manage family wealth, and track portfolio performance. It offers a guided onboarding process and tools for goal-based planning and investment analysis.
Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.
Track portfolio, manage SIPs, save transactions, view
Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.