Best Zfunds Advisor Apps

0.0(0 ratings)

Free

ZFunds by ZFUNDS DISTRIBUTION PRIVATE LIMITED

Strong Contender

0.0(0 ratings)

Free

Manage your investments, including mutual funds and fixed deposits, all in one secure app. Get personalized advice from top financial distributors and track your family's wealth. Receive updates and support conveniently.

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Betterment Invest & Save Money

4.8😊(18K ratings)

Free

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

More Zfunds Advisor apps to explore

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

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.

free with in-app purchases

(66K)

Coin by Zerodha - Mutual funds

Mutual funds, NPS, and more

Zero-commission direct mutual fundsSystematic Investment Plans (SIPs)National Pension Scheme (NPS)

Invest in direct mutual funds and NPS without commissions. Automate SIPs, manage withdrawals, and access detailed portfolio analytics. Track your investments and family portfolios with ease.

(6)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Real-time quotes and chartsMarket scannersStandard and complex order types

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

(144K)

MFCentral Mutual Fund App

by KFIN TECHNOLOGIES LIMITED

Unified portfolio view (SoA & Demat)Initiate service requestsTrack investment status

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.

(9)

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 Excel Net Solutions Private Limited

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.

(248)

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.

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)

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Demat and trading account managementIPO and mutual fund investmentsPersonalized dashboard and order placement

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

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

by MF UTILITIES INDIA PRIVATE LIMITED

Initiate purchases and redemptionsManage systematic investmentsTrack submitted orders

Facilitates seamless mutual fund transactions for distributors and investors in India. Initiate purchases, redemptions, and various systematic investment plans on the go. Requires login credentials and a Common Account Number (CAN) for investors.

KFinKart-Distributors

by KFIN TECHNOLOGIES LIMITED

Initiate mutual fund transactionsAuto-fill customer details using PANBundle documents and invest instantly

Manage mutual fund transactions and customer portfolios on the go. This app streamlines financial advisory services by allowing instant customer detail entry, document bundling, and transaction initiation. Track earnings, generate reports, and access support for a more productive advisory experience.

(0)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

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.

(0)

by Computer Age Management Services Private Limited.

myCAMS Mutual Fund App

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view

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.

(192)