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Iplan client

IPLAN Wealth is one of India’s leading Mutual Fund Advisors

IPLAN Wealth  is one of India’s leading Mutual Fund Advisors

Iplan client

by Synques Consultancy Private Limited
Iplan client
Iplan client
Iplan client

What is it about?

IPLAN Wealth is one of India’s leading Mutual Fund Advisors. Our advisors manage mutual funds for over 1500 families and handle more than 100 crores of Mutual Fund investments. We provide financial advisory services - Goal based Planning, Tax Planning, Retirement Planning and related Mutual Fund management services including for Mutual Funds and SIPs.

Iplan client

App Details

Version
1.2
Rating
NA
Size
14Mb
Genre
Finance Utilities
Last updated
September 6, 2021
Release date
September 6, 2021
More info

App Screenshots

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App Store Description

IPLAN Wealth is one of India’s leading Mutual Fund Advisors. Our advisors manage mutual funds for over 1500 families and handle more than 100 crores of Mutual Fund investments. We provide financial advisory services - Goal based Planning, Tax Planning, Retirement Planning and related Mutual Fund management services including for Mutual Funds and SIPs.

Apart from Mutual Funds and SIPs, we offer Mutual Fund Tracking. You can just upload your CAMS/Karvy Mutual Fund account statements and start tracking instantly.

All Mutual Fund & SIPs investments can be made online without any paperwork. AssetPlus Mutual Fund app is available in English, Hindi & Tamil.

Frequently asked Questions

I want to learn more about mutual funds and SIPs. What should I do?

Our advisors are very excessible to tell you about Sips and Mutual funds.

How can I plan my Mutual Fund investments?

After registration, please proceed to activate your account. Once activated you will be allotted a dedicated Mutual Fund advisor. They will help you from planning your investments and manage your Mutual Funds.

What other services do your Mutual Fund advisors provide?

Our MF advisors provide comprehensive financial advisory - Goal Planning, Tax Planning and Retirement Planning for your family.

Can I track my existing mutual funds on IPLAN?

We have a mutual fund tracker where you can import and track all your mutual funds on the app. All Mutual Fund NAVs are updated at 9 pm.

Can I start SIPs on IPLAN?

Yes, you can start SIPs in any of the 4000+ mutual funds on IPLAN in less than few minutes.

Can I save tax by investing in mutual funds?

Yes, you can invest in ELSS mutual funds (ELSS) to save tax under Section 80c.

What are the charges for using IPLAN?

IPLAN is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.



I have invested in mutual funds offline. Can I track them here?

Yes, you can use our Mutual Fund portfolio tracker facility to track all your mutual fund investments and SIPs online.

There are other Mutual Fund tracking apps such as MyCAMS, KFinKart, IPru Touch, SBI MF etc. What are the benefits of tracking Mutual Fund investments here?

Apps such as MyCAMS, KFinKart, IPru Touch and SBI MF provide limited number of AMCs to track whereas on IPlan you can track investments across all AMCs. Moreover, we have an active live chat facility to help clear your queries.

Which mutual funds and SIPs are available on IPLAN ?

The following mutual fund companies are available.

1. Axis Mutual Fund
2. Birla Sun Life Mutual Fund
3. Canara Robeco Mutual Fund
4. DSP Blackrock Mutual Fund
5. Franklin Templeton Mutual Fund
6. HDFC Mutual Fund
7. ICICI Prudential Mutual Fund
8. IDFC Mutual Fund
9. Invesco Mutual Fund
10. Kotak Mahindra Mutual Fund
11. L&T Mutual Fund
12. Mirae Asset Mutual Fund
13. Motilal Oswal Mutual Fund
14. Principal Mutual Funds
15. Nippon Mutual Funds
16. SBI Mutual Funds

Apart from online mutual funds and SIPs, we also provide a portfolio tracker facility which can be used to track all your mutual fund investments in one place. IPLAN can be used as an SIP mutual fund app and a tracking app. We have a live chat facility where our advisors are available to resolve your queries on mutual funds and help you start SIP investments.

We are one of India's top rated best mutual fund app and SIP app.

Disclaimer:
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