Best Fund Member Portal Apps

SBI Mutual Fund-InvesTap Nxt

Now AI Powered

Free

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.

Corenroll Member

Your Dashboard - On The Go

Free

Access your member account, benefits, and payment information conveniently from your mobile device. Stay updated on your account details and manage your membership on the go.

Capital Group PlanPremier401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Capital Group RKDirect 401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

HDFC Mutual Fund: Invest, SIP

Mutual Fund, Tax Saving, SIP

Free

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.

myCAMS Mutual Fund App

by Computer Age Management Services Private Limited.

Free

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

Axis Mutual Fund Invest Online

Invest in just 5minutes

Free

Invest in mutual funds quickly and easily through a user-friendly mobile app. Start SIPs, make lump-sum investments, or switch between various fund types like Equity, Index, Hybrid, and Debt. Manage your portfolio, track investments, and access detailed insights.

Nippon India Mutual Fund

by Nippon Life India Asset Management Limited

Free

Manage your mutual fund investments with an intuitive and secure mobile app. Track your portfolio, discover funds with smart tools, and transact seamlessly with multiple payment options. Plan, track, and grow your wealth with personalized insights and self-serve features.

NAV Portal

by Nav Consulting Inc

Free

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

ICICI Pru Mutual Fund i-Invest

ICICI Prudential Mutual Fund

Free

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.

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Shanta Mutual Fund

by Shanta Asset Management Ltd.

Free

Manage your mutual fund investments digitally. Open accounts, invest, track performance, and redeem funds seamlessly. Access financial planning tools and educational resources.

UTI Mutual Fund Invest online

Invest, Manage, Track, Explore

Free

Easily invest in mutual fund schemes, manage your portfolio, and track your financial goals. This app offers a secure, paperless, and user-friendly platform for all your investment needs, including tools for planning and a knowledge center.

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Free

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.

Composition Wealth Portal

by Composition Wealth, LLC

Free

Access your portfolio data through a streamlined interface. This application is exclusively for authorized clients of Composition Wealth. Contact your advisory team to request access.

MFCentral Mutual Fund App

by KFIN TECHNOLOGIES LIMITED

Free

This app serves as India's first unified platform for managing all your mutual fund investments. It allows you to view your portfolio across all folios and initiate service requests for non-demat holdings. Access statements, track status, and manage your investments conveniently from one place.