Achieve Financial Freedom with AssetPlus: Your Comprehensive Investment Solution

Embarking on the journey to financial independence can be daunting, but with the right guidance and tools, it becomes an achievable goal. At AssetPlus, we provide a holistic approach to financial planning, ensuring that you are well-equipped to navigate the complexities of investments. Here’s how we can help you reach your financial aspirations:

Your Dedicated Financial Advisor

Having a dedicated financial advisor is crucial for understanding your unique financial landscape. Our experts take the time to comprehend your financial goals and risk appetite, allowing us to curate a personalized investment portfolio tailored specifically for you. This bespoke approach ensures that your investments align with your long-term objectives.

Comprehensive Investment Management in One App

Managing your investments has never been easier. With the AssetPlus app, you can oversee both your external and internal investments seamlessly. This all-in-one platform allows you to track your portfolio, make informed decisions, and manage your assets from anywhere, at any time. Enjoy the convenience of having your financial world at your fingertips.

Encouraging Investment Discipline

Investment discipline is key to achieving financial success. Our team encourages you to stay committed to your investment strategy, helping you avoid impulsive decisions that can derail your financial goals. With regular updates and insights, we keep you informed and engaged in your investment journey.

Regular Portfolio Tracking and Reviews

Periodic reviews of your investment portfolio are essential for ensuring that you remain on track to meet your financial goals. Our advisors conduct regular assessments, providing you with valuable insights and recommendations to optimize your investments. This proactive approach helps you adapt to market changes and seize new opportunities.

Experience Financial Independence with AssetPlus

With expert guidance throughout your investment journey, you can sit back and relax while we handle the complexities of your financial planning. Download the AssetPlus app today and take the first step towards achieving your financial goals.

Trust Built on Experience

AssetPlus manages approximately ₹4,400 crores in assets under management (AUM) for over 100,000 investors who trust us with their mutual fund investments and financial planning. Our commitment to excellence has made us a preferred choice for many.

Available in Multiple Languages

The AssetPlus Mutual Fund App is accessible in English, Hindi, and Tamil, ensuring that language is not a barrier to your financial success.

What Our Investors Say

Our users appreciate the unique features of the AssetPlus app:

“I really love the feature where the app auto-refreshes and updates all the NAV by 11 PM every day—this is one of the rare apps that does so.”
~ Ramesh

“A must-have app for anyone planning to invest! They explain the whole concept of mutual funds, understand your requirements, and suggest the funds that best fit you!”
~ Suhana

*Names changed for confidentiality reasons

Frequently Asked Questions

How can I learn more about mutual funds and SIPs?

To enhance your understanding of mutual funds, visit the ‘Learn More’ section in the AssetPlus app. Our experts are also available to assist you with any queries you may have.

What are the charges for using the AssetPlus App?

The AssetPlus App is completely free for investors. We charge a nominal fee to mutual fund companies for the services we provide, ensuring that you receive top-notch support without any direct costs.

What additional services do your mutual fund advisors offer?

Our experts provide comprehensive guidance on goal-based investment planning, tax planning, retirement planning, and wealth protection for you and your family.

Can I save on taxes through mutual funds?

Yes, investing in ELSS mutual funds allows you to save taxes under Section 80C. For example, by investing ₹1,50,000 in ELSS in a year, you can save up to ₹46,800.

Can I track investments made on other mutual fund apps or offline?

Absolutely! You can import your existing mutual fund investments from various platforms such as Fisdom, ETMoney, Paytm Money, Groww, Goalwise, and Scripbox, and track them easily within your AssetPlus account.

How do our products assist in your investment planning?

Our investment products are designed to help you build wealth and achieve your financial goals. Mutual funds facilitate wealth accumulation, while NPS aids in retirement planning and tax savings. Corporate fixed deposits offer assured returns, and insurance protects your wealth from unforeseen emergencies. Additionally, we provide loans to meet urgent financial needs at competitive interest rates.

What mutual fund companies can I invest in through AssetPlus?

AssetPlus offers a wide range of mutual fund companies, including:

• 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

Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.

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