Stack Wealth: Mutual Fund, SIP

Let experts manage your investments.

Introducing Stack Wealth, personalized investing tailored to your financial goals. Stack Wealth is the ultimate wealth management app for easy and hassle-free mutual fund investments, including SIP mutual funds, P2P, bonds, PMS and more.

Crafted by a seasoned team of experts managing ₹1,600+ Crore for over 1 lakh investors for 25 years. Our wealth management services include:

- Active portfolio management
- Asset rebalancing based on market conditions.
- Market updates & performance insights
- Investment recommendations
- Strategies for emerging market trends.

OUR INVESTMENT OFFERINGS

• Flagship:
A personalized multi-asset mutual fund portfolio tailored to your risk level and financial goals. The best mutual fund portfolio for long term goals and ideal mutual fund SIPs for beginners.

• Flash:
P2P investments with returns of up to 11% p.a. Create an emergency fund or boost your savings with steady returns credited every day or month.

• Opportunities:
Invest in market trends with top mutual funds investing in infrastructure, global markets, small-caps, income tax saving mutual funds, debt mutual fund portfolios and more for higher returns.

• Safe Haven:
Up to 13% returns p.a. by investing in low-risk assets like high-yield bonds, FD investing, and NCDs. Earn guaranteed returns to beat inflation and shield your portfolio from stock market volatility.

WHY INVEST WITH STACK WEALTH?

• Personalized Portfolios in Minutes:
Our investment portfolio builder will create a portfolio tailored to your goals and risk level. We compare mutual funds and choose the best ones for you.

• Wealth-Building Strategies:
Invest in an all-in-one diversified investment portfolio curated and managed by experts with thematic mutual fund SIP, corporate FD, P2P, bonds and more to help you achieve your financial goals.

• Active Management:
Your personalized wealth management online journey is optimized with dedicated financial planning services, asset rebalancing based on markets & frequent portfolio reviews

• Multi-Asset Portfolios:
Access exclusive multi-asset mutual fund portfolios that invest in domestic and international equity mutual funds, debt mutual fund portfolios & more.

• Tailored Financial Solutions:
Unlock personalized solutions for specific goals like retirement, homeownership, tax saving, child’s education, marriage, and more. Everything from a mutual fund portfolio for beginners to seasoned investors.

• Lifetime Referral Rewards:
Earn up to ₹10 Lac in referral rewards. Earn rewards when the user you referred makes their first investment, crosses an investing milestone, or invests in a new offering for the first time.

HOW TO INVEST WITH STACK WEALTH

1. Install & sign-up.
2. Complete “Coffee Chat” to personalize your portfolio.
2. Complete your KYC.
3. Select an offering of your choice (Flagship/Opportunities/Flash/Safe Haven).
4. Start an SIP or make a one-time investment.

OUR POPULAR MUTUAL FUNDS

• SBI Large Cap Fund
• HDFC Top 100 Fund
• Axis Bluechip Fund
• Nippon India Small Cap Fund
• ICICI Prudential Midcap Fund
• Tata Equity Value Fund
• DSP Midcap Fund
• Canara Robeco Emerging Equity Fund

IS YOUR MONEY SAFE WITH STACK WEALTH?

We would also like to inform you that as a mutual fund investment app, Stack Wealth does not charge you any additional fees for investing. Your total investment amount is transferred directly to the AMC (or the respective investment platform for P2P, bonds, FD or PMS).

We are registered with AMFI (ARN Holder Number - 245304) and SEBI and comply with all of their security guidelines. We encrypt all user data with bank-grade TLS hack-proof security and safeguard our app through MFA (Multi-Factor Authentication) to protect your sensitive information.

Need assistance? Reach out at support@stackwealth.in.

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