FUNDEXPERT
It just takes 5 minutes to do your risk profiling and bring your existing investments on board.
Completely Paperless. Buy/Sell mutual funds in one click.
No actions on your portfolio will be taken without your consent and authorization.
Portfolio re-balancing is done based on your portfolio, goals, and market volatility.
Committed and Highly Competent 25+ member team lead by IIM,IIT and XLRI Alumnus. Our Team not only masters in building Scalable, Complex Financial Applications, but also committed to achieve utmost customer satisfaction
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Totally customisable and WhiteLabel AI Backed Investing and Monitoring Platform for your customers Ideal for Brokers and Large Distributors,IFA's
You also Access to High end Re-balance algorithms , Bots , Multi Asset transaction platform and Tech team which works closely with your sales and advisory team.
1. Re-Balancing Algorithms- Analyse , re-balance and execute the suggestions before your coffee brews
2. Custom Advisory Support- Your ideas and advice - WE Tech-IT
3. 360 degree Portfolio Management- Auto Sync up, Avoid going to Multiple sites
4. Chat Bot- Robo that On-Boards your clients and also answer their other queries.
5. Completely Paperless- Paperless - Onboarding , Mandates and Transactions.
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We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.
Even 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.
On 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.
Know the performance of your portfolio & get the quality and health checkup of your portfolio done.
Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.
Redeem your funds in a few clicks even if you haven't bought it from us. You will still need to authorize the redemption from your phone.
ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.
The principle amount, as well as all capital gains are completely tax-free.
Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.
Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.
| Mutual Fund | Birla Sun Life Frontline Equity Fund - Growth | Period | 2006 - 2016 (10 Years) |
|---|---|---|---|
| Amount Invested | Rs. 10000/Month | Total Amount Invested | Rs. 1200000 |
| FundExpert SIP Returns | Rs. 2820956 ( ~ 15.2%) | Normal SIP Returns | Rs. 2387706 ( ~ 12.5%) |
| Call us at 080-33509639 to know how | |||
Now keep your money right in your pocket with FundExpert Mobile App Watch your money grow in your pocket.
