Tata Mutual Fund: SIP & Invest

The Tata Mutual Fund App aims to make your mutual fund investing experience seamless and smarter. With over 30 years of expertise in managing money and serving over 59 lakh investors and 71 lakh+ folios, the app brings tracking your investments, learning, and investing in one easy-to-use platform.

Key Features
1. Financial Roadmap – Set and track your financial goals with a personalised planning tool, supporting goal-based investing and financial planning.
2. Portfolio 360° (Industry-first) – Get a comprehensive view of your mutual funds, stocks, and linked bank accounts in a single mutual fund dashboard.
3. Intelligent Learning – Access curated mutual fund insights, market updates, and learning resources to enhance your investment awareness.
4. Smart Cart - Invest seamlessly in multiple Tata Mutual Fund schemes, whether through SIPs or lump-sum investments, efficiently and effortlessly.
5. FIRE Calculator: Calculate and curate an efficient retirement planning journey tailored to your needs.
6. Direct NFO Access: Participate directly in New Fund Offers through the app, expanding your investment opportunities.
7. Seamless Onboarding: Enjoy a hassle-free start with easy consent management to link and aggregate your financial data securely and quickly.

Our Mutual Fund App is designed to help you invest smarter while monitoring and tracking your portfolio in real-time.
1. Start investing in SIPs or lumpsum amounts based on your financial goals.
2. Gain insights from data-backed updates and plan your investments using the built-in FIRE calculator or SIP calculator.
3. Explore ELSS funds, index funds, and other mutual fund schemes with the aim of optimizing tax savings and fostering potential wealth growth.
4. Utilize the app as a comprehensive mutual fund portfolio tracker.
5. Track mutual fund performance regularly to stay aligned with your financial goals.

Why Choose the Tata Mutual Fund App?
• Over 30 years of experience in managing money.
• Trusted by over 59 lakh investors and managing 71+ lakh folios.
• A user-friendly interface designed for everyone, from first-time investors to existing customers looking to invest in mutual funds

Easy Steps to Get Started
1. Download the Tata Mutual Fund App.
2. Enter your PAN card details to begin.
3. Start your journey to financial freedom – invest, track, and aim to achieve your goals!

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.