{"id":1091,"date":"2024-04-22T09:52:47","date_gmt":"2024-04-22T09:52:47","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1091"},"modified":"2026-03-02T19:28:22","modified_gmt":"2026-03-02T19:28:22","slug":"what-are-the-best-mutual-fund-apps","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/what-are-the-best-mutual-fund-apps\/","title":{"rendered":"What are the best mutual fund apps?"},"content":{"rendered":"\n

Instead of a sale pitch, i would rather give you a 10-point framework for judging what a good mutual fund app ought to be:<\/p>\n\n\n\n

  1. Convenient<\/strong> – easy login, easy import of portfolio.<\/li>
  2. Secure<\/strong> – encryption, two factor authentication.<\/li>
  3. Safe<\/strong> – not hold your money at any point (i.e. no pooling).<\/li>
  4. Wide Choice<\/strong> – Partnership with a large number of AMCs.<\/li>
  5. Strong Advisory<\/strong> – Mere transactions are not just enough. An app is as good as the advisory experience it brings. So the people behind the app and company are crucial. Someone with a solid industry background and who know both the Fin and Tech part really well.<\/li>
  6. Strong Analytics<\/strong>: Sound and scientific selection methodology for the funds. Ability to personalise funds to your profile.<\/li>
  7. Versatile<\/strong>: Ability to do not just investment and redemption but also SIPs, STPs, SWPs etc.<\/li>
  8. Manage entire portfolio<\/strong>: Track funds that are not only invested through the app, but else where too. One Portfolio view is quite helpful.<\/li>
  9. Reasonable pricing<\/strong> – Never believe in \u201cFREE\u201d gimmicks as you would end up paying more in the long run. Apps that don’t offer \u201cDirect Plans\u201d are actually taking away 40% of your long term portfolio. Apps that don’t have a pricing plan might be misusing your information in some other way.<\/li>
  10. Product Stamina<\/strong> – App that has a clear product roadmap and has a team that is built to last.<\/li><\/ol>\n\n\n\n\n
    \n

    Maxiom Wealth \u2014 Free Tool<\/p>\n

    Is Your Mutual Fund Working Hard Enough?<\/h3>\n

    Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you’re in the right scheme for your risk profile and investment horizon.<\/p>\n Compare Funds \u2192<\/a>\n Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

    Instead of a sale pitch, i would rather give you a 10-point framework for judging what a good mutual fund app ought to be: Convenient – easy login, easy import of portfolio. Secure – encryption, two factor authentication. Safe – not hold your money at any point (i.e. no pooling). Wide Choice – Partnership with a large number of… Read More »What are the best mutual fund apps?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38,49],"tags":[],"class_list":["post-1091","post","type-post","status-publish","format-standard","hentry","category-mutual-funds","category-platforms-and-demat-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1091"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1091\/revisions"}],"predecessor-version":[{"id":3675,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1091\/revisions\/3675"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}