# Fundexpert — Investment Management

> Paperless investment management with fund suggestions and portfolio tracking. (iPhone/iPad app by FundExpert Fintech Private Limited.)

- Source: https://appshunter.io/ios/app/fundexpert/id1495018932 (this page in markdown: same URL + `.md`)
- Developer: [FundExpert Fintech Private Limited](https://appshunter.io/developer/1495018931)
- Category: Finance, Business
- Price: Free
- Rating: 2.33/5 from 3 App Store ratings · 23 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 68 MB
- Languages: English
- Released: 2020-01-15
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fundexpert/id1495018932/reviews.md

## What is Fundexpert?

COMPLETELY PAPERLESS
Get ready to invest in 5 minutes, no exchange of papers or paperwork required.

INVEST IN THE BEST
We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.

FLEXIBLE BASKET
Even when we suggest you a basket, you have complete power to remove a fund or change the amount you want to invest in a specific mutual fund.

CALCULATED RISKS
On FundExpert, we select the right asset allocation for you and then suggest you funds to buy so that you never take more risk than you should.

TYPE OF STRATEGIES
Get Buy, Redeem, Switch, STP plans on your investment and execute that in one click. Even if you have not bought from us you can redeem external holdings.

SHOP YOUR MUTUAL FUND
Select wish list of funds of your choice in cart, so you can pay for them later. Be it one time or SIP.

PORTFOLIO HEALTH CHECKUP
Know the performance of your portfolio & get the quality and health checkup of your portfolio done.

EXPERT SUPERVISION
Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.

HIGHEST TAX-FREE RETURNS
ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.

TAX-FREE CAPITAL GAINS
The principal amount, as well as all capital gains are completely tax-free.

LOWEST LOCK-IN
Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.

INVESTMENT PROOF
Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.

GOAL BASED INVESTMENT
Now assign goals to multiple Mutual Fund Holdings and keep track of there completion.

NEW FUND OFFERS
Invest early in New Mutual Fund Schemes, again completely paperless.

STOCK PORTFOLIO UPLOAD
Now upload NSDL/CSDL file and get your stocks portfolio live on a click. Get short term, medium term and long term projections.

CALCULATORS
Check how much you need to invest monthly for a particular target or check how much you will get in returns if you invest monthly for desired years.

FAMILY ACCOUNTS
Now manage portfolio of your family members under single profile, add as many as you want and keep track of there investments.

MAKE AUTO PAYMENTS
Get your bank mandate done in single click  And start SIP, so that you don't have to remember dates of SIP.

INVITE SHARE & EARN
Invite and Share your app in a jiffy.

RESOURCES
Learn about different types of mutual fund schemes and how they contrast in returns from different asset classes.

ALWAYS THERE FOR SUPPORT
If you have any queries, you can connect with us on support@fundexpertfintech.com and our team will be happy to help you.

Member name:  Kotak Securities Limited
SEBI Registration Code: INZ000200137
Member Code: NSE: 08081 | BSE: 0673 | MCX :56285 | NCDEX :1261
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s: Cash, Futures and options, Currency, Commodity

## Key features

- Paperless investment process
- Expert fund suggestions
- Flexible investment baskets
- Calculated risk assessment
- Portfolio health checkups
- Goal-based investing
- Family account management

## Recent user reviews (10 of 23)

All indexed reviews: https://appshunter.io/ios/app/fundexpert/id1495018932/reviews.md

### 1/5 — Worst app

*2025-04-12, version 4.0.1*

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

### 1/5 — Not satisfied

*2025-03-19, version 4.0.1*

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

### 2/5 — App needs an update

*2025-03-07, version 4.0.1*

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

### 5/5 — Best Wealth Management app for MFD’s

*2024-11-27, version 3.9.7*

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

### 5/5 — Manoj Maheshwari

*2024-11-23, version 3.9.7*

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.

### 5/5 — Awesome experience

*2024-10-19, version 3.9.6*

I have started using this app in Sept 2024 totally loving it, all features are good also all the queries are promptly resolved by RM Pooja. 
6 star experience

### 5/5 — Most Useful

*2024-08-30, version 3.9.1*

I used this app under the guidance of RM Vaishali Surti. The app provide paperless customer onboarding, transact in multiple assets and automated data sync up.

### 5/5 — Easy interface

*2024-08-09, version 3.8.5*

I have been investing through this app for 3 years now and it’s so easy to use and manage.

### 5/5 — Good app

*2024-06-29, version 3.8.2*

I am investing through this app and also seeing my portfolio on this app from a very long time, I am liking the services of Mr
 Ankit Tunkaliya… highly recommended

### 5/5 — User Friendly App for Clients.

*2024-06-26, version 3.8.2*

Its a very good, and friendly app for MF Clients as well as IFAs. Satisfactory app support with good back office work systems.

## Frequently asked questions about Fundexpert

### 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.

## Version history (last 5 releases)

### 4.0.1 — 2025-01-02

- Bug Fixes

### 3.9.8 — 2024-12-09

- Bug Fixes

### 3.9.7 — 2024-11-13

1) Fund name display for better understanding.
2) Calculators rates, inflation calculation correction.
3) Addition of multi asset holding fixe without DSA now allowed.
4) Elog introduction as a choice.
5) Additional purchase and fresh purchase condition in place now for order placement.
6) Buy now will proceed to invest now instead of details page in between.
7) Nominee relation implementation as per BSE changes.
8) Editing of user profile across exchanges (BSE/NSE/MFU) from my profile.

### 3.9.6 — 2024-09-16

- NEFT bank account change for BSE users
- bug fixes

### 3.9.5 — 2024-09-02

- Bug Fixes

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All apps by FundExpert Fintech Private Limited: https://appshunter.io/developer/1495018931

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*