FundPlan
The Portfolio App Finance
Destination to track all investments in MF and transact online.
- Downloads
- 166+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jun 22
- 2026 · v0.0.6
Screenshots
About FundPlan
Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies
Alternatives to FundPlan
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| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| FundPlan | – | Free | 100+ | Jun 22, 2026 | |
| DASR INDIA INVEST | – | Free | 100+ | Jul 31, 2026 | Compare |
| My Money Matters | – | Free | 100+ | May 2, 2025 | Compare |
| Ishan Financial Services | – | Free | 100+ | Mar 30, 2021 | Compare |
| Khushi Investments | – | Free | 100+ | Oct 8, 2026 | Compare |
| mutualfunds4india | – | Free | 10+ | Mar 8, 2021 | Compare |
| Sarvagun Investment | – | Free | 10+ | Apr 13, 2022 | Compare |
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