All your financial needs under one roof

Use Moneyfy and access all of your financial needs in a smart and easy way, anytime and anywhere.



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Moneyfy Offerings

Goal Based Investing
Planning a vacation? Want to study abroad? Have a destination wedding in mind? You can set up your desired goals and accomplish it by investing through either SIP or Lump sum investment.
Instant Redemption
Make your idle money work 24*7 with immediate liquidity! Manage your money wisely by investing in liquid funds which you will be able to withdraw instantly - up to Rs.50,000. You can withdraw the money and it will be credited to your registered account.
Mutual Fund Scanner
Screen the mutual funds yourself. If you know what you want to invest in, then the Mutual Fund Scanner lets you pick your investment type.
Invest by Themes
Funds rated by Morning star! Funds rated by Value search! Invest in top rated funds, Gold funds or invest to save taxes. Moneyfy offers various themes from which you can pick and choose the funds.
Insurance plans for your loved ones; Protect your family and your loved ones with Moneyfy!
Fulfil all your financial needs instantly by applying for loans through Moneyfy.

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Moneyfy is a platform that on-boards users digitally and enables users to invest in mutual funds. Moneyfy also offers products like Insurance and Loans. It will also enable users to plan for various financial goals and track the same.

Moneyfy can help users to complete their KYC digitally and enables them to be investment ready. It can help you set your goals effortlessly, compare various investment options and get different types of loans as per your needs. It also allows you to select insurance from the best financial security options.

Moneyfy is an ideal choice for new investors. It’s a simple process in which you have to login to the app, finish your KYC process and be investment ready within minutes. To start with, Moneyfy offers fewer and simpler Investment options to new investors.

Moneyfy is the right pick for you as it makes your investment process faster, better and easier. As per your user profile, there are custom goals and Investment choices to help you achieve your goals. Mutual fund scanner and additional listings are a few features that enhance your experience.

Transactions on Moneyfy are absolutely safe. At no stage your money reaches us. All money transfers happen from your account directly to the Asset Management company via BSE Star and when you opt for redemption all money directly gets credited into your registered bank account by the Asset Management company.