AssetPlus - Mutual Funds & SIP vs Wealthy: Stocks & Mutual Funds Usage & Stats

AssetPlus is India’s leading digital platform for Mutual Funds Investments. Over 75,000 families trust us with their wealth management as we manage Mutual Fund investments over 2000+ crores of AUM. We provide investment and insurance advisory services. We provide you a one-stop financial guidance through: A dedicated financial advisor Understanding financial goals & risk appetite to curate a tailored portfolio Managing external & internal investments in one app Encouraging investment discipline Tracking your portfolio and conducting periodic reviews Sit back and relax while we guide you in your financial planning and portfolio management. Start your journey to Financial Freedom by downloading the AssetPlus app now. Here from our top investors about their investment experience with AssetPlus "I've tried several mutual fund platforms, but AssetPlus stands out. It’s the best mutual fund investment platform I've used, offering clear guidance and easy access to investments. If you're looking for an online mutual fund investment platform, this is the one to go for!” ~ Venkat “AssetPlus is the best investment platform I’ve used for mutual fund investments. I love how I can track all my mutual fund investments in one place. It's made managing my portfolio so much easier and stress-free.” ~ Shrija *names changed for confidentiality reasons AssetPlus Mutual Fund app is available in English, Hindi & Tamil. Frequently Asked Questions What are the charges for using the AssetPlus App? The AssetPlus App is completely free for investors. However, we charge a nominal fee to mutual fund companies for the services we provide. I want to learn more about mutual funds and SIPs. What should I do? To learn about mutual funds, you can easily access the ‘Learn more’ Section in the AssetPlus app. Our experts are also available anytime to help you by solving your queries. What other services do your Mutual Fund advisors provide? Our experts provide complete guidance on Goal-based investment planning, Tax Planning, Retirement Planning, Wealth protection, etc for you and your family. What products do we have in our platform? Our investment products will help you build wealth & achieve your financial goals. Mutual Funds help you build wealth, fulfil short-term and long-term financial goals, and achieve financial independence. NPS helps plan your retirement years by building retirement wealth and also helps you save taxes. Corporate FD enables you to earn assured returns at a better interest rate than bank FDs. Insurance: Protect your wealth from unexpected emergencies with Insurance. Loans: to fulfil your urgent financial needs at affordable interest rates. Can I save tax through mutual funds? Yes, you can invest in ELSS mutual funds to save tax u/s.80C. For instance, you can save up to Rs.46,800 by investing Rs.1,50,000 in ELSS in a year. Can I track investments made on other Mutual Fund apps/Offline here? Yes, you can! Import your external Mutual Fund investments from anywhere and track them easily. Other Mutual Fund tracking apps include MyCAMS, KFinKart, IPru Touch, SBI MF, etc. What are the benefits of tracking Mutual Fund investments here? All these apps provide a limited number of AMCs to track, whereas, on the AssetPlus App, you can invest and track investments across all AMCs. Which mutual fund companies are available to invest in AssetPlus? The following mutual fund companies are available. Axis Mutual Fund Aditya Birla Sun Life Mutual Fund Canara Robeco Mutual Fund DSP Blackrock Mutual Fund Franklin Templeton Mutual Fund HDFC Mutual Fund ICICI Prudential Mutual Fund Bandhan Mutual Fund Invesco Mutual Fund Kotak Mahindra Mutual Fund Quant Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund Nippon India Mutual Funds SBI Mutual Funds Sundaram Funds Tata Mutual Funds UTI Mutual Funds Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. [:mav: 6.0.358]
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A one-stop shop to manage your wealth. Start investing in stocks, mutual funds, Pre-IPOs, ETFs, FDs, Bonds and more using Wealthy. One super app to manage all your investments: Open free demat account and invest in stocks at the lowest brokerage in India Invest in mutual funds schemes through the app or you can choose from pre-built mutual fund baskets curated by our experts Invest in fixed deposits Invest in Pre IPOs, bonds and debentures With Family Account, add up to 10 family members to your account to track and invest on their behalf Invest in stock market with Wealthy: Open free demat account 100% paperless and smooth KYC Process Invest in stocks, ETFs, IPOs, SGBs and much more Zero brokerage on equity delivery, and flat Rs 15 brokerage on intraday trading Get Wealthy Ideas - Stock baskets curated by our experts Get in depth insights of stocks Advanced chart and technical indicators F&O trading at lowest brokerage Futures and options trading with Wealthy: Lowest brokerages on F&O trades, Rs 15 or 0.05% commission, whichever is lower Charting tools like Tradingview to keep you updated about your trades Invest in mutual funds through Wealthy: Invest in ELSS of mutual funds and save taxes Invest in large cap, mid cap, small cap and flexi cap mutual funds, and also in debt and hybrid mutual funds. Invest a lump sum amount or through SIPs Track all your MF investments through Wealthy’s Mutual Fund Tracker Other investment options: Invest in corporate FDs Invest in Pre IPO companies before they hit the bourses. Invest in bonds and debentures, including 54EC bonds, and more. Track investments: Mutual fund tracker: Track all your MF investments not just with Wealthy but also outside Wealthy. You can also track MF investments of your family members. Family Account: Manage your family members’ investments seamlessly. Through the Family Account feature, you can invest on behalf of your family members and also keep a track of these investments. We are here to help you: For any assistance related to stock broking, email us at wbservice@wealthy.in or call 080- 48520671 For any other assistance, email us at customer.support@wealthy.in Website: www.wealthy.in For Wealthy Ideas: www.wealthy.in/invest/stocks Download Wealthy App and start your investment journey today. Membership Registration Details: Member name - WealthyIN Broking Private Limited SEBI Registration Number - INZ000308532 Member Code - 90293 and 6798 Registered Exchange/s name - NSE and BSE Exchange approved segment/s - CM, FO and Debt Disclaimer: Investments in securities market are subject to market risks and past returns are not a guarantee of future returns. WealthyIn Customer Services Private Limited–AMFI Mutual Fund Distributor ARN 106846. Buildwealth Technologies Private Limited–IRDAI Corporate Insurance Agent CA0711. WealthyIN Broking–SEBI Stock Broker Registration Number - INZ000308532. Research Analyst - SEBI Reg No: INH000012175
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AssetPlus - Mutual Funds & SIP VS.
Wealthy: Stocks & Mutual Funds

January 6, 2025