# Kashly - Mutual Funds & SIP > Personalized mutual fund investing, portfolio management, and expert financial guidance. (iPhone/iPad app by Kashly Tech.) - Source: https://appshunter.io/ios/app/kashly-mutual-funds-and-sip/id6740512710 (this page in markdown: same URL + `.md`) - Developer: [Kashly Tech](https://appshunter.io/developer/1790359537) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings · 4 written reviews indexed - Age rating: 4+ - Requires: iOS 13.0 · 34 MB - Languages: American English - Released: 2025-01-27 - Data updated: 2026-08-13 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/kashly-mutual-funds-and-sip/id6740512710/reviews.md ## What is Kashly? Take the hassle out of mutual fund investing with expert guidance tailored to your needs. Stay informed about your schemes, get answers to all your questions, and make confident investment decisions—all in one place. Why Choose Our App? 1. Personalised Fund Recommendations Receive investment suggestions that are expertly aligned with your financial goals, risk appetite, and investment horizon. 2. Periodic Portfolio Reviews & Rebalancing Optimize your investments with regular reviews and actionable advice to keep your portfolio on track. 3. Family Portfolio Management Simplify investing for the whole family! Manage multiple portfolios under a single dashboard with ease. 4. Beyond Transactions Our value-added services go beyond just investing. Update nominees, consolidate folios, update KYC, switch schemes, or transfer your funds—all with expert assistance. 5. Dedicated Customer Support We’re here for you at every step of your investment journey. Whether you're navigating a tough situation or just need clarity, rely on us for exceptional support. Download now and start your journey toward smarter investing! ## Key features - Personalized fund recommendations - Periodic portfolio reviews and rebalancing - Family portfolio management - Update nominees and consolidate folios - Dedicated customer support - Scheme switching and fund transfers ## Recent user reviews (4 of 4) All indexed reviews: https://appshunter.io/ios/app/kashly-mutual-funds-and-sip/id6740512710/reviews.md ### 5/5 — great service *2026-08-10* I had a very good experience with Kashly SIP and their mutual fund services. The service was excellent, and the team was very helpful, professional, and responsive throughout the process. They explained everything clearly and made the investment process simple and easy to understand. I really appreciate their support and guidance. Overall, I’m very satisfied with their service and would definitely recommend Kashly SIP to anyone looking for a reliable mutual fund investment platform ### 5/5 — Smooth and Reliable Investment App *2025-10-25, version 1.2.1* Kashly makes mutual fund investing simple and transparent. The app is easy to use, with helpful support and quick transactions. Highly recommend it for hassle-free and smart investments! ### 5/5 — Best Mutual fund distributor , best service *2025-04-30, version 1.0* I am proudly investing in 5 schemes all on suggestions made by the experts of Kashly Team. I am gaining good returns and have been impressed with your constant support throughout. The idea of goal oriented investments has changed the view towards investment and I am hoping to achieve my goal. ### 5/5 — Best Regular Mutual Fund App *2025-04-18, version 1.0* If you are a serious mutual fund investor who is looking for services beyond the DIY platform, Kashly is the best in India. ## Frequently asked questions about Kashly ### What is Kashly? Kashly is a finance app designed to simplify mutual fund investing. It offers personalized fund recommendations, portfolio reviews, and family portfolio management, all with expert guidance and dedicated customer support. ### Is Kashly free to use? Yes, Kashly is available for free, allowing users to access its features for mutual fund investing and portfolio management without any cost. ### What kind of financial guidance does Kashly provide? Kashly provides personalized fund recommendations aligned with your financial goals, risk appetite, and investment horizon. It also offers periodic portfolio reviews and rebalancing advice. ### Can I manage multiple investment portfolios with Kashly? Yes, Kashly allows you to manage multiple portfolios under a single dashboard, making it easy to simplify investing for your entire family. ### What are the value-added services offered by Kashly? Beyond basic transactions, Kashly assists with updating nominees, consolidating folios, updating KYC, switching schemes, and transferring funds, all with expert assistance. ### What devices is Kashly supported on? Kashly is currently supported on iPhone and iPod devices, as indicated by its platform compatibility. ### How often is Kashly updated? The latest version of Kashly is 1.2.3, and it was last updated on February 21, 2026, indicating regular maintenance and updates. ### Does Kashly have ads? No, Kashly does not contain advertisements, providing an ad-free experience for users managing their investments. ## Version history (last 5 releases) ### 1.3.4 — 2026-08-10 • More reliable login, resend, and email verification • Smoother portfolio and SIP experience with fewer glitches • Security fixes • Under-the-hood stability improvements and bug fixes ### 1.3.3 — 2026-07-01 • Guided step-by-step assistant for UPI auto-pay setup • Smoother SIP start date scheduling and validation • Security fixes • Under-the-hood stability improvements and bug fixes ### 1.3.2 — 2026-06-04 - UPI option for create mandate - Bug fixes and performance improvements ### 1.3.1 — 2026-05-09 • Redesigned Mandates management and history • UPI and NetBanking support for Mandate setup • Faster and more reliable app startup • Improved device security and notifications • General bug fixes and stability improvements ### 1.3.0 — 2026-04-05 - Dark mode support - Consistent theming across all screens - Improved accessibility and contrast - Optimised assets and reduced app size - Bug fixes and performance improvements ## Apps similar to Kashly | App | Rating | Price | Category | | --- | --- | --- | --- | | [FundsPi](https://appshunter.io/ios/app/fundspi/id6474851217) | — | Free | Finance | | [NOVO - MF, IPO, G-Sec, SGB](https://appshunter.io/ios/app/novo-mf-ipo-g-sec-sgb/id6473023986) | — | Free | Finance | | [EMI - SIP Investment Planner](https://appshunter.io/ios/app/emi-sip-investment-planner/id6740822712) | — | Free | Finance | | [All In One Plus](https://appshunter.io/ios/app/all-in-one-plus/id6450203481) | — | Free | Finance | | [midfin360: Mutual Funds,SIF,FD](https://appshunter.io/ios/app/midfin360-mutual-fundssiffd/id6749233783) | 5.0 (1) | Free | Finance | | [Findola : Mutual Fund and SIPs](https://appshunter.io/ios/app/findola-mutual-fund-and-sips/id6474561109) | — | Free | Finance | --- *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 2026-08-13.*