Geojit: Mutual Funds App, SIP

FundsGenie by Geojit is a mutual fund investment app that aims to help individuals grow their wealth through smart investments. It is suitable for both new and experienced investors, as well as high net worth individuals. The app is backed by Geojit, a company with over 38 years of expertise in the capital market, and offers expert fund recommendations and advanced portfolio analytics.

The FundsGenie app allows users to invest in SIPs, lumpsum, and NFOs from over 4000 mutual fund schemes offered by 40+ leading AMCs. Users can start SIPs with as little as ₹100 and apply for NFOs directly through the app. They also have the option to hold units in Demat or Physical mode.

The app also features a mutual fund tracker that provides real-time NAV updates and portfolio valuation. Users can view fund-wise XIRR returns, detailed realized and unrealized P&L, and stay organized with a SIP calendar. They also have the flexibility to manage, modify, or exit their investments by setting up and managing SWP, STP, and fund switches.

With the external fetch feature, users can import their MF holdings from outside Geojit and get a unified dashboard for complete portfolio tracking across platforms. The app also offers in-depth fund analysis, including asset allocation, top holdings, sector exposure, market cap distribution, and risk evaluation. Users can also access recommended fund lists curated by Geojit's expert research and Morningstar ratings.

The portfolio X-ray feature provides smart insights for users' holdings, such as style box, asset mix, sector spread, holding overlap, and risk match. The app also offers smart calculators to help users plan their wealth, including a mutual fund SIP calculator and goal-based projections.

FundsGenie is tailored to each user's risk profile and offers access to a dedicated relationship manager. It also has upcoming features such as step-up SIP, goal-based investing journeys, fund comparison tools, and a family portfolio view.

Investors choose FundsGenie for its combination of expert research, cutting-edge tools, and investor-first design. The app also offers 24x7 human customer support and has no hidden charges. It is trusted by lakhs of investors across India and is available for download now. The app is owned by Geojit Financial Services Limited and is registered with SEBI as an investment adviser and AMFI as a mutual fund distributor.