It's a financial planning & investment platform

Moneybase is a simple, yet, powerful personal finance utility that allows you to give shape to your dream goals

“A Robo-advisory with a creative human touch”

Paperless mutual fund investment
"Go Paperless"
save time on managing investments
"Save Time"
Be informed on personal finance and Investments
"Be Informed"
automate investments
"Automate Your Investments"
grow your hard earned money
"Grow Your Money"

Create an intuitive financial plan and get curated advice

Be it defining your dream goal or selecting an investment avenue, Moneybase can customize it all by considering your needs and risk appetite

moneybase investment platform will help you to shape your financial goals like Retirement Planning, Your dream home, dream car, childs education, marriage expense, contingency fund, dream vacation, create wealth
fundstracker : mutualfunds tracking tool to explore, compare and analyse mutualfunds in india

Use the most advanced tracking system to analyze an investment scheme of your choice. Invest like a Pro.

Create faster and better plans than you have ever before

Our 3 step goal planner will help you in defining your financial goals more precisely. It will also allow you to personalize your investment selection with the support of accurate research data

select your financial goal - Investment starter, Retirement, dream home, dream car, childs education, marriage expense, contingency fund, dream vacation, Wealth creation
give informations related to your selected financial goal to process
Recommended asset allocation and schemes for your financial goal - equity-fund, balanced-fund, debt-fund, liquid-fund

Start investing at your convenience

Choose your own investing style. Be it a lumpsum investment or a Systematic Investment Plan (SIP), moneybase will help bring discipline into your personal finance

Lump sum investment

Lump sum investment means One time investment in mutual funds or Bulk investment in mutual fund

Systematic investment plan (SIP)

 SIP is a smart investment option offered by mutual funds to investors, allowing them to invest using small periodically amounts instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly. How Power of Compounding helps money grow over a period of time to build a big corpus for future to realize your dreams

Track & Manage your entire investment quickly and easily

Browse through your detailed investment reports with a smart tag to your financial goals. Stay in total control of your money and financial dreams

My plans
portfolio summary / Holding statement
my transactions

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