Handheld MutualFund Investing Since 2005

All your mutual fund investing in one app. Simple, secure, and AMFI-registered.

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Invest smartly, Monitor and grow with confidence.
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PAPERLESS KYC * WEALTH CREATION * SECURE INVESTING * EASY ONBOARDING * SMART CALCULATORS * REAL-TIME TRACKING * PAPERLESS KYC * WEALTH CREATION * SECURE INVESTING * EASY ONBOARDING * SMART CALCULATORS * REAL-TIME TRACKING *
PAPERLESS KYC * WEALTH CREATION * SECURE INVESTING * EASY ONBOARDING * SMART CALCULATORS * REAL-TIME TRACKING * PAPERLESS KYC * WEALTH CREATION * SECURE INVESTING * EASY ONBOARDING * SMART CALCULATORS * REAL-TIME TRACKING *
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Mutual Fund AMCs
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Why Choose MutualFundWala?

Markets move fast, but good investing doesn’t need to. We pair simple technology with real human support, so investing feels calm, not chaotic.

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Effortless Digital
Onboarding

Easy account creation, paperless KYC, and smooth online processing.

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Personalised Support When You Need It

Have a question? Our team is just a call or message away, ready to help in plain, simple language.

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Smart, Data-Driven Portfolio View

Get a consolidated view of your investments and see how your portfolio is spread across asset classes.

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Track Anytime, Anywhere

Check your investments whenever you like, from wherever you are. Your portfolio, always a tap away.

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Secure & Compliant
Platform

Your investments go directly to AMCs through fully regulated channels, and we operate in full compliance with SEBI and AMFI guidelines.

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Built for the
Long Run

We back disciplined, SIP-led investing over short-term speculation, because real wealth is built over years, not weeks.

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Effortless Digital
Onboarding

Easy account creation, paperless KYC, and smooth online processing.

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Personalised Support When You Need It

Have a question? Our team is just a call or message away, ready to help in plain, simple language.

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Smart, Data-Driven Portfolio View

Get a consolidated view of your investments and see how your portfolio is spread across asset classes.

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Track Anytime, Anywhere

View your investments on the app anytime instead of managing multiple statements and emails.

secure_10108336
Secure & Compliant
Platform

Your investments go directly to AMCs through fully regulated channels, and we operate in full compliance with SEBI and AMFI guidelines.

diamond-glow-svgrepo-com
Built for the Long Run

We back disciplined, SIP-led investing over short-term speculation, because real wealth is built over years, not weeks.

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MutualFundWala,Simplified

MutualFundWala is an investment platform that simplifies investing, especially for first-time investors, through a combination of a user-friendly app and dedicated human support

01.

Download the App / Get Started Online

Download the MutualFundWala app or sign up on our website. Create your account using your mobile number and email.

02.

Complete Your KYC

If you’re a first-time mutual fund investor, complete your KYC through our supported process. If you’re already KYC compliant, we help verify it and link your details to your investment profile.

03.

Choose Your Investment Option

Choose your path: SIP or lump sum, and browse funds across equity, debt, hybrid, tax-saving, and gold/silver.

04.

Make the Payment Securely

Pay using UPI, Net Banking, Debit Card, or Bank Mandate (NACH). You’ll get instant confirmation and a folio allotment from the respective AMC.

05.

Track and Review Your Portfolio

Log in anytime to track how your investments are performing. Our team is always available to help with any transaction or service request.

Mutual Fund Categories
You Can Invest In

 Different goals require different types of mutual funds. On MutualFundWala, you can explore and invest in a range of categories.

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Equity Funds

Equity funds invest primarily in stocks, aiming for long-term wealth creation. They typically carry higher market risk and are built for longer investment horizons.

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Debt Funds

Debt funds invest in fixed-income instruments like bonds and government securities, generally offering more stability and lower volatility than equity.

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Hybrid Funds

Hybrid funds invest in a mix of equity and debt within a single fund, combining growth potential with relatively controlled risk.

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Gold & Silver Funds

Gold and Silver funds invest in precious metals, offering investors a simple way to hold gold or silver exposure without physical storage or upkeep.

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Tax-Saving ELSS Funds

Equity Linked Savings Schemes (ELSS) offer tax benefits under Section 80C, along with potential long-term capital appreciation. They come with a mandatory 3-year lock-in period.

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SIP Plans

Systematic Investment Plans (SIPs) let you invest a fixed amount at regular intervals, monthly or quarterly. This approach builds investing discipline and averages out market ups and downs over time.

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Equity Funds

Equity funds invest primarily in stocks, aiming for long-term wealth creation. They typically carry higher market risk and are built for longer investment horizons.

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Debt Funds

Debt funds invest in fixed-income instruments like bonds and government securities, generally offering more stability and lower volatility than equity.

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Hybrid Funds

Hybrid funds invest in a mix of equity and debt within a single fund, combining growth potential with relatively controlled risk.

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Gold & Silver Funds Investments

Gold and Silver funds invest in precious metals, offering investors a simple way to hold gold or silver exposure without physical storage or upkeep.

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Tax-Saving ELSS Funds

Equity Linked Savings Schemes (ELSS) offer tax benefits under Section 80C, along with potential long-term capital appreciation. They come with a mandatory 3-year lock-in period.

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SIP Plans

Systematic Investment Plans (SIPs) let you invest a fixed amount at regular intervals, monthly or quarterly. This approach builds investing discipline and averages out market ups and downs over time.

Note: All investments are subject to market risks. Past performance does not guarantee future returns.

Helpful Investment Calculators

Use our free calculators to understand how your investments can grow over time. These tools are for guidance and planning and should be used along with proper advice.

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Mutual Fund SIP Calculator

SIP Calculator

Turn small, regular investments into long-term wealth.

Estimate how much your monthly SIP could grow into over time, and see how discipline and time work together to build your corpus.

Stay on top of your budget. Plan your SIP without disturbing your monthly expenses.

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Lumpsum Calculator

Lumpsum Mutual Fund Calculator

See what your one-time investment could become.

Estimate the future value of a lump-sum investment based on your expected rate of return and investment duration.

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Education Planner

Child Education plan Calculator

Give your child’s education a head start.

Estimate how much you need to invest regularly to build the corpus your child’s education will need, whenever the time comes.

Retirement
Retirement Calculator

Retirement Corpus Calculator

Build the retirement you’re picturing.

Estimate the retirement corpus you’ll need based on your investment timeline and expected rate of return, so you can plan for the years ahead.

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Marriage Calculator

A wedding is an emotional milestone and a big financial event.

Estimate how much you need to save or invest so you can fund the celebration without stress or last-minute loans.

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SWP Mutual Fund Calculator

SWP Calculator

Turn your investments into a steady income stream.

Calculate regular withdrawals from your investment and understand how long your corpus could last based on expected returns.

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See Why Investors Trust MutualFundWala

Meet Our Founder

MutualFundWala is led by a team that believes in simple, honest and long-term investing.

Our founder Mr. ShashiKant Bahl and core team members have been associated with the financial services and mutual fund industry for several years. Over time, we have helped a wide range of investors – salaried professionals, business owners, self-employed individuals, and retirees – plan and manage their mutual fund investments.

Behind our digital platform is a support team that takes your queries seriously, follows up on requests, and ensures that you receive timely support for documentation, KYC, and portfolio-related questions.

frequently asked questions

Here are answers to some common questions investors ask before starting their mutual fund journey with us.

We help you invest in mutual funds in a simple and organised way. You get digital convenience along with human guidance. We support you with KYC, fund selection based on your goals, and portfolio tracking in one place.

Your investments are made directly in mutual fund schemes of registered AMCs. Units are held in your name, and you receive confirmations and statements from the respective AMCs or registrars. We do not hold your money; we facilitate investments as a mutual fund distributor under applicable regulations.

No. Mutual fund investments are subject to market risks. Returns are not guaranteed and can fluctuate based on market conditions and the type of fund chosen. We help you understand risks and choose funds aligned with your goals and risk profile.

We distribute regular plans of mutual funds. Our income generally comes from distributor commissions paid by the AMCs. You do not pay any separate advisory fee to us. The total expense ratio (TER) of the scheme, as decided by the AMC, is built into the fund itself.

Many mutual funds allow you to start a SIP with a low minimum amount (for example ₹500 or ₹1,000 per month, depending on the scheme). Lump-sum minimums also vary by scheme. We can help you choose options that fit your budget.

Yes, you can stop, pause (where allowed), or modify your SIP as per the rules of the respective AMC. Our team and platform assist you in placing such requests.

The ideal duration depends on your goal and the type of fund. Equity mutual funds usually require a longer horizon to handle market ups and downs, while some debt funds may be used for shorter horizons. We generally recommend aligning investments with clear timeframes and sticking to them.

You can reach us through the app, our website contact form, email, or by calling our support number. Our team will assist you with queries on investments, transactions, and portfolio reviews.

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