AssetPlus - Mutual Funds & SIP 4+

Expert advice. Easy investing‪.‬

ValuePlus Technologies Pvt Ltd

Designed for iPhone

    • 4.5 • 25 Ratings
    • Free

iPhone Screenshots

Description

AssetPlus is India’s leading digital platform for Mutual Fund & SIP Investments. We manage Mutual Fund investments for over 30,000 families and more than 1100+ crores of AUM. We provide Mutual Fund investment services and related financial advisory services including Goal based Planning, Tax Planning & Retirement Planning.

We guide you in the right direction of your financial journey through:
A dedicated financial advisor
Understanding financial goals & risk appetite to curate a tailored portfolio
Managing external & internal investments in one app
Encouraging disciplined investment
Tracking your portfolio & Conducting periodic reviews

Sit back and relax while we guide you in goal based investment planning, tax planning, retirement planning and portfolio management. Start your journey to financial independence by downloading the app now.

AssetPlus Mutual Fund app is available in English, Hindi & Tamil.

Frequently asked Questions

I want to learn about mutual funds and SIPs. What should I do?
We have explained about mutual funds and SIPs in detail in the app in our ‘Learn more’ Section. You can easily access the same to learn more about mutual funds. Additionally, our advisors are also available anytime to help you by solving your queries.

How can I plan my Mutual Fund investments?
After registration, please proceed to activate your account. Once activated you will be assigned a dedicated Mutual Fund advisor, they will help you right from planning your Mutual Fund investments to managing, tracking and reviewing the same.

What other services do your Mutual Fund advisors provide?
Our MF advisors provide comprehensive financial advisory - Goal based Investment Planning, Tax Planning and Retirement Planning for you and your family.

Can I save tax by investing in mutual funds?
Yes, you can invest in ELSS mutual funds (ELSS) to save tax under Section 80C. For instance, you can save up to Rs.46,800 from your taxes by investing a sum of Rs.1,50,000 in ELSS in a year.

What are the charges for using AssetPlus?
AssetPlus is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.

Can I track investments made on other Mutual Fund apps/Offline here?
Yes you can! Few such apps are : Fisdom - Mutual Fund investments app, ETMoney, Paytm Money, Groww, Goalwise, Scripbox. You can import your existing Mutual Fund investments from anywhere and track them easily in your AssetPlus account.

How will your product basket help me in my investment planning ?
Our investment products will help you grow your wealth & achieve your financial goal
Mutual Funds: Helps you in wealth building and fulfill both short term & long term financial commitments to achieve financial independence.
SIP: Watch your wealth grow through a disciplined investment approach with Systematic Investment Planning (SIP).
NPS: Secure your retirement years by planning in advance. Investing in NPS helps save taxes and also build retirement wealth.
Corporate FD: Helps you earn assured returns at higher interest rates than regular bank fixed deposits.

There are other Mutual Fund tracking apps such as MyCAMS, KFinKart, IPru Touch, SBI MF etc. What are the benefits of tracking Mutual Fund investments here?
Apps such as MyCAMS, KFinKart, IPru Touch and SBI MF provide a limited number of AMCs to track whereas on AssetPlus you can invest & track investments across all AMCs.

Which Mutual Funds companies are available to invest on the AssetPlus platform?
The following mutual fund companies are available.
Axis Mutual Fund
Aditya Birla Sun Life Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Bandhan Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Quant Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Funds
SBI Mutual Funds
Sundaram Funds
Tata Mutual Funds
UTI Mutual Funds

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What’s New

Version 6.0.317

Bug fixes and performance improvements

Ratings and Reviews

4.5 out of 5
25 Ratings

25 Ratings

Zenlovuh ,

Super service

Had some trouble with IFSC code due to Citi/Axis Bank conversion. The AssetPlus folks along with my advisor, Sukanya, resolved all issues to my complete satisfaction!

App Privacy

The developer, ValuePlus Technologies Pvt Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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