My Planner

Simplify your personal finance with My Planner, the all-in-one account designed to help you manage your mutual funds portfolio with ease. With an intuitive user interface, multiple themes, and great security measures, you can onboard and invest in 10 minutes. Our interactive goal planning module helps you track your financial progress. The profile page brings together your personal data, family member's information, and online investment account onboarding, all in one place.

With an amazing user interface, multiple themes, and biometric security measures like fingerprint unlock and face detection unlock, My Planner offers a seamless user experience that is both immersive and secure. The profile page brings together your personal data, family member's information, and online investment account onboarding, all in one place.

My Planner provides seamless management of your MF portfolio, transactions, and SIPs. You can search for baskets, compare mutual funds, and view factsheets with ease. The online investment account creation process is simplified to 5 minutes, and transactions can be completed within the app without requiring email authentication. Mandate authentication is also available and can be activated within 2 minutes.

With over 20 asset classes available, including MF, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more, My Planner provides detailed information for each asset, making it easy to manage your portfolio. You can add, edit, or delete assets as needed, improving your investment experience.