Mutual Funds A service by IIFL

AN OVERVIEW OF IIFL SECURITIES MUTUAL FUND APP

Mutual Funds - A service by IIFL is a one-stop shop for smart mutual fund buyers.

Buy, Sell, Start instant SIP with one time mandate by way of internet banking or debit card,

Track Monitor various types of Mutual Funds, get valuable suggestions, get

market updates anytime, anyplace.

With this free app, one can view mutual fund scheme performance, newest trade information skilled advice from Fund Managers. One can even invest in zero fee direct

mutual fund plans which are inclined to generate higher returns than regular plans for the

investors. IIFL Securities enables simplified immediate buying and selling of mutual fund investments

for IIFL clients with easy-to-use mutual fund app that gives features similar to:

OPEN MUTUAL FUND ACCOUNT

- Open free Mutual Fund Account in simply few steps

- Paperless process

INVEST IN MUTUAL FUNDS

- Buy, Sell funds from the top Asset Management Companies (AMC’s)

- Zero commission direct plans

- Choose from varied Equity oriented, Debt oriented Hybrid(Balanced) Mutual Funds

- Invest in Equity Linked Saving Schemes (ELSS) i.e. Tax Saving Mutual Funds

- Mutual fund funding with UPI

GOAL BASED INVESTMENTS

- Goal based mostly advisory funding device to investigate your funding necessities for any

financial aim primarily based on your danger profile

- Monitor your monetary aim investments basis IIFL research

INSTANT SIP

- SIP (Systematic Investment Plan) allows buyers to invest a fixed amt often in a

mutual fund scheme for long run wealth goals

- Instant paperless SIP through web banking debit card

- SIP with First Order Today option offers you flexibility to course of first SIP

installment on the identical day

- Now spend money on SIPs across schemes in pre-determined SIP baskets basis numerous themes

with only a click

- Option to pause SIP

- Instant SIP renewal

- NFO SIP as a further option

- Easily save grow wealth with SIP

- Upcoming SIPs for easy tracking

MUTUAL FUND RECOMMENDATIONS

- Recommended section on the dashboard

- See details, charts, historic performance etc. of best mutual funds to buy

TRACK MONITOR MUTUAL FUND INVESTMENTS

- Track your investments, get portfolio insights statements accompanied by various

analytical tools

- View investments by asset classes

- Track orders, ongoing SIPs, annualized returns, dividends

- Download statements

- Portfolio 360 report containing statements, holding particulars of varied assets including

mutual funds, insurance coverage etc legal responsibility details as could additionally be applicable.

TAX SAVING MUTUAL FUNDS

- Invest in Tax Saving Mutual Funds

- ELSS MFs qualify for tax exemption (up to Rs. 1.5 lakhs) beneath section 80C of the

Income Tax Act, 1961

SMART SAVE

- A paperless scheme designed for funding briefly to medium time period funds to provide

high liquidity

- Instant on-line withdrawal facility 24*7

- Aim for higher returns than normal saving a/c’s when funds not required

- Min steadiness is Rs. one hundred as towards Rs. 1,000 or above in the Bank savings a/c

- Money is invested in Nippon Liquid Fund

RESEARCH

- Scheme Information, Daily NAVs, NAV historical past Assets Under Management (AUM).

- Detailed Asset Allocation throughout Sectors, Risk Ratings Performance of Mutual Funds

spanning ‘Returns since inception’ to ‘5-year CAGR’.

STAY UPDATED

- Stay tuned to New Fund Offers (NFO)

- Get the most recent big selection of mutual fund business associated information articles in the News

section

OTHER IN-APP FEATURES

- Free credit score rating verify and portfolio analysis

- Expert Support - A one-tap connect with our specialists to assist exercise complete

money management.

- Robust Secure - App is safe does not store any delicate info on your

device or SIM card.

- Guest user login - If you don’t have an a/c yet, log in solely along with your cell no. explore numerous options of this mutual fund app.

- Track notifications acquired in your app inbox via Notification Center.

COMING SOON

- New tools such SIP Calculator

Happy Investing!