List of Mututal Fund Startups for Investment

A mutual fund is a kind of investment where you buy securities of mixed set of companies to lower your risk. Mutual funds investments can be made in different form such as, Government bonds, corporate bonds or debt funds. Mutual fund advisor mostly recommend having a diversified portfolio of different kind of mutual funds. This ensures the goal of investment is achieved and also the risk factor is controlled.Most of us know that mutual funds are good investing options but are not sure about how to invest.

I recently graduated from college and some of my friends asked me where can they invest a part of their salary. But unlike traditional investors they are comfortable with taking risk and want to build their own portfolio based on what they think of market. To solve this problem main many startups have come up which makes it easy for users to buy and sell mutual fund easily with minimal risk. They also provides you different analytics and help you decide which options will work best. So here I compiled list of all mutual fund startups with their features.

list of mutual fund startups in India


One of India’s fastest growing asset management platform was founded in the year 2012. Through Scripbox, one can invest in mutual funds in different categories varying from long-term, short-term, tax-saving and emergency fund. It is free of charge for investors but charges a certain amount to the mutual fund companies.


Upwardly helps in creating an investment portfolio that would help you achieve goals. Upwardly portfolios are convenient, secure, profitable and automated. It has bank grade security and is completely online and hassle free. The market might alter so an advantage with Upwardly is it balances the portfolio once in a year so as to make it tax efficient and profitable as well.

Goal wise

Goalwise is the intelligent investment manager that invests your money to achieve a specified goal. It differs from others as it provides portfolio rebalancing where money from previous funds is redeemed and invested in new funds. It also suggests glidepath, i.e. changing the type of fund in course of time so as to avoid any crash. It provides you with Goal tracking facility that helps you out when you are off track.

Funds India

FundsIndia was launched in the year 2009. It is said to be one of the friendliest platform to invest money. It is free of cost for lifetime and one can also consider help from investment advisor. It is secure and one can manage investments for family too by adding family members to the login id.


Piggy claims to provide commission free mutual funds to its users. It also acts unbiased towards customers and provides the best investment options in mutual funds. It is transparent , open and secure. One can make investment using their app.


Grow believes in making investing accessible to everyone. By building simple products, it promises to provide simple investment options. Creating the right portfolio for individual and providing assistance to achieve goals helps investing easier.

ORO Wealth

OROWealth provides its customers with smart investing options. It promises to provide with dedicated advisor for deciding investment options at a much cheaper price as compared to others. It also has the feature of ORO assist that provides an intelligent and personal advice.


Fisdom helps in selecting the best mutual fund investment option from the pool. All the recommendations are done on basis of intensive research. One can see their money round the clock and withdraw money with just a click. They do not charge any fees and one can get free financial advise from their wealth manager.


Jama believes in simplifying money and help people grow their wealth. It applies a simple model by having no hidden fees, no commissions and no high fees.

Funds Inn

Fundsinn provides user with a problem free investing experience. It is an AMFI registered company that offers scientifically chosen portfolios to gain maximum returns. One can compare popular options and then decide. You can also choose mutual fund portfolio on the basis of the goal they want to achieve.

Rupee vest

Rupeevest incorporates smart technology to provide hassle free investing options to users. The portfolios are tailored for better returns. It charges zero fees to the user and is safe and secure

Mutual Funds Wala

It’s a Delhi based company that provides mutual fund investing options through online as well as offline. They basically educate clients about Mutual Funds and understand client’s goals. They assign a relationship manager who then helps clients in additional purchases, change in SIP, etc.


Wealthy was launched in 2016 and has always worked to make investing easier and simpler for users. It boasts of paperless KYC, algorithm driven fund selection and rebalancing of mutual funds. Proper asset allocation and fund selection ensures balance between risk and rewards. Though they don’t charge anything to invest money but takes an annual fee which is 0.2% to 2.2% on the basis of the portfolio.


Nivesh promises to give user a paperless experience of investing in mutual funds. They partner with local businesses who helps investors to perform transactions and track performance. NIvesh categorizes mutual funds into broader categories and then curate as per need of client.


Upraise helps in making investment in mutual funds easier by providing paperless KYC, zero commission, bank grade security. One can view their investments 24/7 and withdraw it in just a click without any hassle.


Finozen was founded by a certified Mutual Fund Advisor, Varun Gupta. Finozen believes in providing user with a no hassle experience while investing in mutual funds.  Their main principle is to make people aware about profitable investment options other than bank FDs and savings deposits.


Kuvera is an online platform that helps user in fund selection, goal planning, tax planning, rebalancing. It claims to be truly free investment platform which neither charges from users nor from mutual fund companies. One can invest to achieve goals, save tax or beat inflation. One more benefit is with one account, you can create investment options for family and relatives as well and also joint accounts.

Expo wealth

Expowealth works to provide user with unbiased, convenient and transparent options to invest in mutual funds. Users are given detailed reports on how their investments are working. In addition to planning investments, they also help users to buy or sell previously brought funds with zero commission.


Invezta believes that healthy investing is everyone’s right. They claim themselves to be pro investor. They provide user with unbiased portfolio advice that would help reach goals and get maximum returns. They charge investor with a subscription fee quarter wise.

Clear Funds

Clearfunds was founded by Kunal Bajaj. He had quit his stockbroker job to come up with a platform that provided investors a transparent, easy to use and safe way to invest their money. Clearfund brag about using sophisticated algorithms to provide users with investment option that best suits them.

Wealth trust

Wealthtrust makes on boarding easier with paperless registration, portfolio monitoring. It has an expert advisory committee that provide you with best plans to invest. They have a rapid innovation platform that rolls out improved features for seamless user experience. They also provide transparent, unbiased and result oriented investing options.

With myriad of mutual fund startups to choose from, one can easily invest through a firm that they believe can help them realize their goals. Since mutual fund investments have now become transparent, one can easily manage the various portfolios on their own. One needs to still study the market risks involved before investing.

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