SIPWay - Personal Finance App

Use this app to Plan, Invest and track your mutual fund portfolio at a click.

Changes 6.1.28 : - Complete your Video KYC, FATCA

- Get Onboarded to any transaction platform, like – NSE NMF II or BSE Star

- Buy any Indian Mutual Funds

- Create your financial Goals and preserve it to track the achievements

- Check your SIPs status and other updates related to your investments

- Contact and post queries to your advisor

APK Description:

Don’t have the time or expertise to select Mutual Funds on your own again and again?
Do you keep wondering if the Mutual Fund you have selected is the right one or should it be replaced?
Is your portfolio cluttered with Mutual Funds bought years ago which you have never reviewed or replaced?
Even after investing in Mutual Funds, you are not sure if you will be able to achieve your future goals like wealth creation or retirement?
Do you wish someone could just take care of all this for you so you could have peace of mind and do things you want?
Well now you can!
SIPWay is a fully managed goal-based investment advisory platform that takes care of all the above for you.
You don’t have to be an expert to invest in Mutual Funds with SIPWay.
We do all the research for you and the SIPWay app provides you the best fund recommendations based on our time-tested data-driven Mutual Fund selection strategy and according to your goals. Once you start investing, if there are any changes required in any of your investments, we notify you of the same and get you back on track in a few clicks.
What’s more - with SIPWay you invest in the best Mutual Funds completely online for free. There are no transaction charges or any hidden fees. We get the payment only from Mutual fund companies not from the users.
It is ideal for first time investors looking to get started quickly as well as for experienced investors looking for goal-planning and automation.
Invest for all your goals
- Save Tax by investing in handpicked ELSS Mutual Funds
- Build an emergency fund by investing in Liquid Mutual Funds which provide instant redemption
- Build Wealth by investing in handpicked Equity and Debt Mutual Funds as per your risk profile
- Get better than FD returns at low risk. Invest in short-listed liquid funds or ultra short-term debt funds.
- Plan and invest separately for your long term goals like retirement or children’s education with target and duration based recommendations
You can plan and invest for each goal separately and see projections, set risk profile and track their progress.
- Zero Advisory Fee, No transaction fees or any hidden charges
- Sell anytime - money gets credited to your bank account directly
Main Features
Zero confusion with our fully guided investing - Zero research required. For each goal, we provide a recommended set of funds which you can invest in easily. Every year, we update the list of funds to the latest best performing funds and you can easily rebalance your investments in just a few clicks.
Periodic review and rebalancing of funds - We periodically review our list of recommended funds and replace the under-performing ones with better performing funds so that you are always invested in the best funds. Any changes are carried out just with a few clicks.
Highly customisable - everything, including goal settings, fund selection, asset allocation and risk profile can be customised to suit the needs of every individual investor.
Flexible SIPs - Start, stop or skip your SIPs without any penalty
Great looking dashboard with goal-tracking
Knowledgeable and friendly customer support
Come check out SIPWay and get the fully guided investing experience that you were always wishing for.

Screenshots: