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About FundExpert - MutualFund Investment & Management

COMPLETELY PAPERLESS
Get ready to invest in 5 minutes, no exchange of papers or paperwork required.

INVEST IN THE BEST
We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.

FLEXIBLE BASKET
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.

CALCULATED RISKS
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.

TYPE OF STRATEGIES
Get Buy, Redeem, Switch, STP plans on your investment and execute that in one click. Even if you have not bought from us you can redeem external holdings.

SHOP YOUR MUTUAL FUND
Select wish list of funds of your choice in cart, so you can pay for them later. Be it one time or SIP.

PORTFOLIO HEALTH CHECKUP
Know the performance of your portfolio & get the quality and health checkup of your portfolio done.

EXPERT SUPERVISION
Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.

HIGHEST TAX-FREE RETURNS
ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.

TAX-FREE CAPITAL GAINS
The principle amount, as well as all capital gains are completely tax-free.

LOWEST LOCK-IN
Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.

INVESTMENT PROOF
Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.

GOAL BASED INVESTMENT
Now assign goal to multiple Mutual Fund Holdings and keep track of there completion.

NEW FUND OFFERS
Invest early in New Mutual Fund Schemes, again completely paperless.

STOCK PORTFOLIO UPLOAD
Now upload NSDL/CSDL file and get you stocks portfolio live on a click. Get short term, medium term and long term projections.

CALCULATORS
Check how much you need to invest monthly for particular target or check how much you will get in returns if you invest monthly for desired years.

FAMILY ACCOUNTS
Now manage portfolio of your family memebers under single profile, add as many as you want and keep track of there investments.

MAKE AUTO PAYMENTS
Get your mandate done in single click, be it ISIP, XSIP, E-Mandate. And start Mandate SIP, so that you don't have to remember dates of SIP.

INVITE SHARE & EARN
Invite and Share your app in jiffy.

RESOURCES
Learn about different types of mutualfund schemes and how they contrast in returns from different asset classes.

ALWAYS THERE FOR SUPPORT
If you have any queries you can connect with us on [email protected] our team will be happy to help you.

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author
RM@ Aswini
Baladev Bishi
author
Naveen Kumarji, I am using Fundexpert software since October 2020. It is Very good software, seamless and easy to work with good experience.. thanks to fund expert team for their smooth and valueable service...
Brainy Ideas
author
Useful app for mfd
Bikram Bhattacharjee
author
Usefull for MFD
Bikram Bhattacharjee
author
Completely Paperless, Multiple Platform, Friendly App
Manjunath B
author
Very good support from fundexpert and quite useful for IFAs, initially it took some time to understand but fundexpert executives supported & guided well shankaranarayana
Shankaranarayana Dabbe