My recommendation would be - look for a SEBI registered advisor. This person can help to chalk down your goals, fund recommendations and associated tasks.  
  
 An app is an app, built for scaled population. Maybe once you learn the fundamentals you can move to app based consultations.

Product Manager

Software Engineer

You can check out Dezerv, not sure if that is the thing you're looking for but they offer something similar. 
  
 I've never used it personally, so cannot comment on quality.

Finance Consultant

Are there any apps or websites that conduct an annual portfolio audit, offering exit and switch recommendations, as well as valuable insights to ensure we're on the right track toward our financial...

Welcome to Personal Finance's Private Community

Are there any apps or websites that conduct an annual portfolio audit, offering exit and switch recommendations, as well as valuable insights to ensure we're on the right track toward our financial goals ?

Mutual Funds Portfolio Management

Software Developer

Mutual Funds Portfolio Management- Grapevine

Which mutual fund investment apps would you recommend that offer good control over invested funds? Why would you recommend it?

On the contrary, which apps should I avoid at all costs?

Best mutual funds app for India

By portfolio I mean all investments like stocks, mf, pf, FD, savings, RD, real estate, lic, health insurance, bonds, efops, US stocks. 

I know INDMoney does it in some way and scripbox also does it but not sure how exhaustive it is.

Any suggestions?

What personal Portfolio Management tool do you use to track your portfolio?

Hello everyone, 

I'm Sandeep, the co-founder of Dezerv. We're an investment management platform helping affluent Indians invest better. 

Prior to Dezerv, I was a Sr. Managing Partner & Head of IIFL-One, and in all have over 15 years of experience within wealth management. 

Would be keen to answer questions about Portfolio Management Services (PMS), Mutual Funds, Wealth-tech as a space, investment management, entrepreneurship, and more. 

I'll be back at 5 pm and start answering away!

AMA: Hey everyone, I'm Sandeep, co-founder of Dezerv. Ask me anything!

Hey Sandeep, are you hiring SDE-1? I would like to work with you.

Co-Founder

I started investing last year in a few mutual funds after cancelling all my lic. I got term insurance too. What's the best way to review the performance of my mutual funds? I tried talking to some finance advisors but they want me to terminate all my direct mutual funds and start with them. Not sure what is the best way forward?

Can someone help with some pointers on the basis of which i can decide if they are providing properly or not?

Mutual fund review

Data engineer

Hey please suggest 2 mutual funds, iam planning to invest 16 k ,sip,long term...thank you

UX/UI Designer

Hi Folks, 

I was using Paytm Money App for MFs. Started around last year and kept my Auto Pay limit to 25k which I can’t increase now. 

So I was planning to move to another app like Groww or any other. 

Which app do you use currently and which would you recommend for MF SIP? 

Thanks in advance

Mutual Fund SIP App Suggestions

I have some money parked in multiple accounts, investments, pf, deposits. 
I need advice on how to track all these at one place so that i don’t forget anyone of them in future.
Any suggestions or advice or personal experience, please share.
Thanks in advance!!

Wealth Management Suggestions

Context : I have been saving up money for over a year now and not actively invested it anywhere due to x reasons.

Now I want to start SIPs as I have achieved my emergency fund and want to reap the benefits of the power of compounding.

Q.1) Which apps offer the option of one time lumpsum + continuing the monthly SIP in a fund?
(Lumpsum to makeup for what I failed to do last year) Is what I am thinking the best strategy and practical? if not, please suggest

Q.2) Recommend me an app with a good customer support team , good number of fund options to invest and have hassle free deposits and withdrawals ?

PS: I have downloaded Groww and I don't see it offering many funds to invest into.

Help with getting started

DevOps Engineer

Which mutual funds are good for the long term (10+  years ) ?

Which mutual funds should I Invest in?

Hello Folks,

Please rate and do share your feedback around my portfolio. Thank you.

Type - Monthly SIP
Allocation - 80% Equity, 20% Debt
Duration - 2 Years

Please rate my MF portfolio (Bad, Good, Excellent)

Engineering Manager

One of my relatives wanted to invest in SiPs.

Asked my help coz am into direct stocks buying and USA market also. ( Made 10x in last 8y)

So, i checked his phone and got only Paytm and phonepe through which I could have subscribed sips.

But all of sudden I saw expenses like exit load and fund management 2% and 1% respectively.

So, i referred grow and alas! The same charge reduced to 0.XY % ( x and y = 0,1...9) 

Then I researched little bit and got him these fund's.

5000 per month and 40% in large cap. ( Long term 15-20y plan)

He can have moderate risk.( Got 3 kids, planning for their 20s)

Please suggest if all these funds are fine or need to change something

Best Direct Sips

Senior Consultant

Looking for an app/service to help me plan personal finances, investments etc for me and my wife. Any suggestions? Apps don't really cover overall personal goals, what one needs to do etc.

Investment planning

Short built up .

YOE 10 
CTC Base : 33 ( it's below  gv standards )
Debt free no emi .

Need suggestions to grow at least 10x in upcoming 10 years . 

Monthly expense : 25 k frugal lifestyle. 
Corpus remaining: 150 k permonth 

Married  no kids . 

Savings till date asper snip attached 1.27 cr

Roast me on savings made till date

Cybersecurity

Welcome to Indian Startups's Private Community

I saw a lot of comments on Groww tweet filled with customers complaining about similar issues of redemption and incorrect price shown etc. 

Is it really safe? Should everyone move from Groww? 

Any Groww employee here who can give some honest answer?

Is Groww safe for investments?

Consultant

Is there a tool to check my exposure from mutual funds towards PAYTM ?

Any recommendations on what to use for monitoring all spends n investments across my accounts? Do you folks use separate apps for spends n investments or do u do thru one app? Currently track investments thru excel sheets by getting data directly from the MF sites but is tedious.

Spend n investment tracking

Marketing Manager

With so many companies at all time high, how are you looking for good undervalued stocks picks. Looking for good fundamental stocks with investment horizon for 1-2 years.

Any app or investment house which shares good picks ?

Mutual Funds Portfolio Management

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