Mutual fund investing that actually feels simple

Start and grow your SIPs with an app that cuts the jargon, shows you clear numbers, and lets you talk to a real person when you need help.
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Plan your goals, track every rupee, and stay invested with confidence.

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SMART INVESTING * WEALTH CREATION * TRUSTED INVESTING * SECURE INVESTING * GOAL-BASED INVESTING * SMART INVESTING * WEALTH CREATION * TRUSTED INVESTING * SECURE INVESTING * GOAL-BASED INVESTING *
SMART INVESTING * WEALTH CREATION * TRUSTED INVESTING * SECURE INVESTING * GOAL-BASED INVESTING * SMART INVESTING * WEALTH CREATION * TRUSTED INVESTING * SECURE INVESTING * GOAL-BASED INVESTING *

Associated With Leading
Mutual Fund AMCs

Why Choose MutualFundWala for Your Mutual Fund Investments?

There are many ways to invest in mutual funds today. We focus on combining technology with real human support so you never feel alone while making financial decisions.
Effortless Digital
Onboarding

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

Personalised Support When You Need It
Reach out to our team for explanations, doubts, or guidance in 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.

Instant Access & Easy
Tracking

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

Secure & Compliant
Platform
Your investments are made directly with AMCs through regulated channels. We follow SEBI and AMFI guidelines for mutual fund distribution.
Focus on Long-Term Wealth Creation
We encourage disciplined investing through SIPs and periodic reviews, not short-term speculation.
Effortless Digital
Onboarding

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

Personalised Support When You Need It
Reach out to our team for explanations, doubts, or guidance in simple language.
Smart, Data-Driven Portfolio View

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

Instant Access & Easy
Tracking

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

Secure & Compliant
Platform
Your investments are made directly with AMCs through regulated channels. We follow SEBI and AMFI guidelines for mutual fund distribution.
Focus on Long-Term Wealth Creation
We encourage disciplined investing through SIPs and periodic reviews, not short-term speculation.
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How We Works

We keep the investment process straightforward so you can focus on your goals, not paperwork.

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 are a first-time mutual fund investor, complete your KYC through the supported process. If your KYC is already done, we help verify it and connect your details to your investment profile.

03.

Choose Your Investment Option

Select whether you want to start a SIP or make a lump-sum investment. Based on your risk profile and goals, you may choose from categories like equity, debt, hybrid, tax-saving and gold & silver funds.
04.

Make the Payment Securely

Make your investment using the supported payment options like UPI, Net Banking, Debit Card, or Bank Mandate (NACH). You get confirmation and a folio allotment from the respective AMC.
05.

Track and Review Your Portfolio

Log in anytime to see how your investments are performing. Our team can help you review and rebalance your mutual fund portfolio as your goals and life stages change.

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

For long-term wealth creation. Suitable for investors with a higher risk tolerance and longer investment horizon. Ideal for goals like wealth building and long-term growth.

#AutomatedReporting

#HighRiskHighReturn
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Debt Funds

For relatively stable returns with lower volatility compared to equity. Suitable for short to medium term goals or for investors looking for more stability.

#StableReturns

#LowVolatilityInvestment

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Hybrid Funds

A mix of equity and debt in one fund. Suitable for investors who want a balanced approach with controlled risk and reasonable growth potential.

#AutomatedReporting

#ControlledRisk
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Gold & Silver Funds Investments

Gold and Silver Funds invest in precious metals, helping investors protect wealth during inflation and market uncertainty without holding physical assets.

#Hedge against inflation

#Portfolio diversification

#No physical storage required

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Tax-Saving ELSS Funds

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

#ELSSFunds

#LongTermGrowth

#Equity-based long-term growth

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SIP Plans

Systematic Investment Plans allow you to invest a fixed amount regularly (monthly/quarterly). They help build discipline and average out market ups and downs over time.

#SIPInvestment

#SmartInvesting

#Ideal for long-term goals

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Equity Funds

For long-term wealth creation. Suitable for investors with a higher risk tolerance and longer investment horizon. Ideal for goals like wealth building and long-term growth.

#AutomatedReporting

#HighRiskHighReturn
dollar-finance-money-47-svgrepo-com

Debt Funds

For relatively stable returns with lower volatility compared to equity. Suitable for short to medium term goals or for investors looking for more stability.

#StableReturns

#LowVolatilityInvestment

money-svgrepo-com

Hybrid Funds

A mix of equity and debt in one fund. Suitable for investors who want a balanced approach with controlled risk and reasonable growth potential.

#AutomatedReporting

#ControlledRisk
gold-bars-shiny-svgrepo-com

Gold & Silver Funds Investments

Gold and Silver Funds invest in precious metals, helping investors protect wealth during inflation and market uncertainty without holding physical assets.

#Hedge against inflation

#Portfolio diversification

#No physical storage required

tax-yijiao-line-svgrepo-com

Tax-Saving ELSS Funds

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

#ELSSFunds

#LongTermGrowth

#Equity-based long-term growth

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SIP Plans

Systematic Investment Plans allow you to invest a fixed amount regularly (monthly/quarterly). They help build discipline and average out market ups and downs over time.

#SIPInvestment
#SmartInvesting

#Ideal for long-term goals

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

Estimate how much your monthly SIP can grow into over a selected time period. Understand how discipline and time work together to build wealth.
Stay on top of your budget

Plan your investments smartly without disturbing your monthly expenses.

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Lumpsum Calculator

Lumpsum Mutual Fund Calculator

Estimate how a one-time investment can grow over time using the power of compounding. This calculator helps you project the future value of your lump-sum investment based on the expected rate of return and investment duration.

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Education Planner

Child Education plan Calculator

Plan your financial goals with confidence. Calculate how much you need to invest regularly to achieve your goals.

Retirement
Retirement Calculator

Retirement Corpus Calculator

Estimate how much wealth you need to build for a comfortable retirement in the future. This calculator helps you project the required retirement corpus based on your investment timeline and expected rate of return.

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Marriage Planner calculator

Marriage Calculator

A wedding is an emotional milestone and a big financial event. The Marriage Planner helps you 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

Calculate regular withdrawals from your investment and understand how long your corpus can last with expected returns.

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Mr Shashi Kant Bahl

Founder

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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