Best Dhan Saarthi Partner Apps

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Dhan Saarthi: MF SIP Investing by Khazana Fintech Private Limited

Goal-Based SIP, Advisor Backed

Strong Contender

5.0(3 ratings)

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This app simplifies wealth creation with personalized mutual fund recommendations and goal-based financial planning. It offers data-driven insights, portfolio tracking, and curated fund information to help users make informed investment decisions.

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts

Worth Considering

Wealthfront: Save and Invest

4.8😐(66K ratings)

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Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service
🏆 Positive investment returns

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process
🔒 Security issues with account access
🙅‍♀️ Lack of transparency and communication

More Dhan Saarthi Partner apps to explore

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

(18K)

HDFC Mutual Fund: Invest, SIP

Mutual Fund, Tax Saving, SIP

Paperless Onboarding (E-KYC/Aadhaar)Easy Login with MPIN/OTPOne-View Investment Dashboard

Invest in mutual funds conveniently through SIP or lump sum. Utilize calculators for financial planning and track your portfolio performance. Features include paperless onboarding, easy login, and an e-cart for quick purchases.

(127)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(23K)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

(75K)

by Excel Net Solutions Private Limited

Mint by Investwell

Mutual fund scheme informationFund objective and featuresReturn performance tracking

Access detailed information on Indian mutual fund schemes, including objectives, performance, and holdings. Compare fund returns and utilize financial calculators. Investors can also manage their portfolios online.

(236)

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

(107)

SBI Mutual Fund-InvesTap Nxt

Now AI Powered

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

(649)

ICICI Pru Mutual Fund i-Invest

SIP, Invest, Save Tax

Mutual fund investmentPortfolio trackingSIP management

Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

(73)

My Portfolio For Client

by Paresh Madani

Mutual fund analysisInvestment monitoringView portfolio performance

This app allows mutual fund investors to analyze, monitor, and view their investments. It provides insights into the Indian mutual fund industry and helps users track their financial information.

Connect with your mutual fund advisor digitally. Track investments, set financial goals, and manage your portfolio. Complete KYC and onboard to transaction platforms easily.

Connect with your mutual fund advisorTrack investments and SIPsCreate and track financial goals

(3)

AssetPlus - Mutual Funds & SIP

Expert advice. Easy investing.

Expert financial adviceEasy mutual fund investingTailored portfolio curation

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

by SBI Funds Management Limited

Online empanelmentBulk transaction processingEdit SIP functionality

This application streamlines mutual fund distribution for financial advisors. It allows for client account management, transaction processing, business planning, and team coordination, all without paperwork.

(11)

Kuvera by CRED: MF & US Stocks

Direct MFs, SIPs, FDs, Surplus

Mutual fund SIPs and lump sum investmentsOnline fixed deposit bookingStock market trading on NSE/BSE

This app simplifies online investing by offering a single platform for mutual funds, fixed deposits, and stock market investments. It provides tools for financial planning, goal setting, and family accounts, along with smart analytics to help users make informed decisions and grow their wealth.

(164)

SIP, Mutual Funds App - Sqrrl

Income Tax, SIP, Mutual Funds

Goal-based investingTax-saving investments (ELSS)Round-up investing

Invest in mutual funds, P2P lending, and digital gold to achieve your financial goals. Offers goal-based planning, tax-saving options, and automated investing for beginners and experienced users.

by Moneymap investment advisors private limited

Automated robo-advisoryInvest in direct mutual fundsTrack wealth on the go

Invest in direct mutual fund plans through an automated robo-advisory platform. Get objective financial advice based on data algorithms to manage and track your wealth on the go. Offers direct schemes from numerous fund houses in India with no commission fees.

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments