Description
MoneyAnna helps you align every mutual fund investment with clear financial goals. Track your portfolio, SIPs and transactions in one streamlined app built for goal‑based investing in India.
Create custom goals such as education, retirement or vacations and assign mutual fund investments to each goal. Monitor allocation, contributions and progress so you always know how close you are to achieving what matters.
MoneyAnna lets you discover and invest in mutual funds, manage SIPs and review performance over time. Get a consolidated view of holdings, returns and transaction history to make informed decisions with confidence.
Key features
Create custom financial goals with allocation trackers
Invest in mutual funds and link each investment to a goal
Start, pause and manage SIPs in one place
View portfolio performance, valuations and returns over time
Track transactions and goal progress in a single dashboard
MoneyAnna is designed to simplify goal‑based investing so you can move from scattered holdings to a clear, organised portfolio.