What is Mutual Fund Review Feature?
Fetch all your mutual funds across brokers, banks, and apps in one click. Instantly see fund ratings (Healthy, Stable, Needs Care, Critical) and track your portfolio vs NIFTY & other indices. Get broker-wise insights, tax analysis, and daily updates.
Problem
Users manually track mutual funds across multiple brokers and apps, leading to time-consuming processes and lack of a consolidated view of their portfolio health, performance, and tax implications.
Solution
A mutual fund management dashboard where users can auto-fetch mutual funds data across brokers/apps and provide health ratings, broker-wise insights, and tax analysis. Example: Consolidate holdings from platforms like Zerodha, HDFC Bank, and Paytm Money into a single dashboard.
Customers
Retail investors managing diversified portfolios, financial advisors offering client portfolio analysis, and salaried professionals tracking long-term investments.
Unique Features
Holistic fund health ratings (Healthy, Critical), real-time portfolio vs. NIFTY/indices comparison, auto-sync across brokers, and tax-liability breakdowns.
User Comments
Simplifies tracking scattered investments
Health ratings help identify underperformers
Tax insights save filing time
Daily updates keep portfolio on track
Missing some regional broker integrations
Traction
Launched on ProductHunt (website URL provided), exact user count/revenue undisclosed. Positioned in India's $0.5T mutual fund market with 40M+ SIP accounts.
Market Size
India's mutual fund AUM reached $630B in 2023 (Crisil), with 15.4 crore folios. Global mutual fund assets hit $63T in 2022 (Statista).
