Fundexpert

Fundexpert

Investment Management

3 ratings
23 reviews

Archived App (Last seen on 28 Mar 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • January 15, 2020
  • January 2, 2025

Features

Fundexpert screenshot #1 for iPhone
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About

Effortlessly manage your investments with a paperless platform. Get expert fund suggestions based on performance and risk, and track your portfolio's health. Plan for financial goals and manage family accounts all in one place.

Paperless investment process
Expert fund suggestions
Flexible investment baskets
Calculated risk assessment
Portfolio health checkups
Goal-based investing
Family account management
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What's New in Fundexpert

4.0.1

January 2, 2025

- Bug Fixes

User reviews

Worst app

Not user friendly design, never worked properly. Currently it looks broken

Not satisfied

From past 3 months every month my sip amount is deducting from my account but still it’s not adding to my investment
And app is not user friendly
Very much disappointed

App needs an update

This app keeps asking constantly to turn on notifications, please work on updating the interface as well

Best Wealth Management app for MFD’s

I am very happy to share that the fundexpert website & mobile App is very easy to use, very easy to access all MF investments across all AMC , very quick accessible UI….. I am pretty sure this app will help me to grow my business

Fund expert team is very helpful & provides good service.
Special thanks to RM Vaishali for her timely support & excellence guidance
Thank you Vaishali Mam
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Manoj Maheshwari

The app is good for both the distributor and the investor and very user friendly backed by the renowned Kotak bank and reliable team of Fund expert. The back office support by Pooja Patidar is exemplary.

Developer apps

FAQ

How does Fundexpert ensure the security of my investments?

Fundexpert is a registered member of NSE, BSE, MCX, and NCDEX, indicating adherence to regulatory standards. While specific security measures are not detailed, its SEBI registration and exchange memberships suggest a commitment to secure financial operations.

What types of mutual fund strategies can I execute with Fundexpert?

Fundexpert supports various investment strategies including Buy, Redeem, Switch, and Systematic Transfer Plans (STP). You can also invest in New Fund Offers (NFOs) and manage external holdings.

Can I redeem mutual funds that I haven't purchased through Fundexpert?

Yes, Fundexpert allows you to redeem external holdings even if you haven't bought them through the platform. This offers a consolidated way to manage your investments.

What are the tax benefits of investing through Fundexpert?

Fundexpert highlights ELSS funds for their highest historical tax-free returns and tax-free capital gains. These funds also offer the shortest lock-in period among tax-saving options.

How does Fundexpert help with IT returns?

You can download investment proofs for one-time or monthly SIP investments directly from Fundexpert. This simplifies the process of filing your IT returns.

Can I manage investments for my family members using Fundexpert?

Yes, Fundexpert allows you to manage the portfolios of your family members under a single profile. You can add as many family members as you wish and track their investments.

How often is Fundexpert updated?

The app was last updated on January 2, 2025, indicating recent development activity. The latest version is 4.0.1.

What is the user sentiment for Fundexpert based on its rating?

Fundexpert has a rating of 2.3 stars from 3 ratings. This suggests that current users have mixed to negative experiences with the app.