Tata Capital Moneyfy 1.0

New to Investment? Use the Moneyfy app to start your investment journey. We are here to make investments in mutual fund simpler & transparent for you. We top this up with several Investing options to give you a great Investment experience.
Also, Moneyfy has an option to submit request for interest in insurance & loan products. If you are Non-KYC compliant user, with Moneyfy you can complete your KYC securely.
•Goal Based Investing: You can set up goals & get options to invest either through SIP or lump sum money.
Few options:
Home Purchase
Car Purchase
Planning for Vacation
Education
Retirement Goal
Wedding Goal
Build Wealth
Custom Goal – You can create goal of your choice

•You can invest into various themes:
Top Rated Funds (Morning Star & Value Research)
Tax Saver funds (ELSS)
Invest in Gold Funds
SIP starting with as low as Rs.500
Invest in large companies
Invest in mid-sized companies
Invest in companies across all sizes
Invest in small sized companies
Invest in balanced funds

•DIY: Already Investing in Mutual Fund? Try Doing It Yourself as below:

a)Full service capability on mutual funds will be available to you across equity, debt and hybrid categories. You will be able to conduct the following types of transactions on the platform:
Lump sum Purchase and Redemptions
SIP - Systematic Investment plans
STP - Systematic Transfer plans
SWP - Systematic Withdrawal plans

b) You will be able to optimise your selection through following:
Category & Sub Category of the fund
Rating – Morning Star & Value Research – Individually and Separately
Risk Rating
Fund Size
By AMC
By Fund Manager
Minimum SIP Amount


•Compare Funds You will be able to analyse and compare funds on the following:
Basic comparison- Category, Sub Category, Investment Horizon, Suitable for, Fund risk grade, Quality, Ratings, Return & Investment details.

Detailed comparison- Asset Allocation, Withdrawals, Scheme details, Scheme portfolio and Top sector holdings.
•Investment Choices: Below mentioned choices are available:
Better than FDs
Better than Savings accounts
Long Term Wealth Creation
Save your Bonus
Tax saver

•Instant Redemption: Manage your money wisely by investing in liquid funds which you will be able to redeem instantly upto Rs. 50,000

•Invest in leading Mutual Fund Houses:
AXIS Mutual Fund
Baroda Mutual Fund
Aditya Birla Sunlife Mutual Fund
BNP Paribas Mutual Fund
BOI Axa Mutual Fund
Canara Robeco Mutual Fund
PGIM India Mutual Fund
DSP Mutual Fund
Edelweiss Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
IDBI Mutual fund
IDFC Mutual Fund
IIFL Mutual Fund
ITI Mutual Fund
Indiabulls Mutual Fund
Invesco Mutual Fund
JM Financial Mutual Fund
Kotak Mahindra Mutual Fund
L & T Mutual Fund
LIC Mutual Fund
Mahindra Mutual Fund
Mirae Asset Global Mutual Fund
Motilal Oswal Mutual Fund
Essel Mutual Fund
PPFAS Mutual Fund
Principal Mutual Fund
Quant Mutual Fund
Quantum Asset Mutual Fund
NIPPON India Mutual Fund
Sahara Mutual Fund
SBI Mutual Fund
Shriram Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
UTI Mutual Fund
Union Mutual Fund
Yes Mutual Fund

•Type of Mutual Fund offered by us:
Large Cap
Small Cap
Mid Cap
Multi Cap
ELSS Tax saving
Liquid funds
Banking & PSU Debt fund
Credit Risk Fund
Low Duration Fund


Other features:

•Calculators
SIP Calculator
One Time Investment Calculator
EMI Calculator
Insurance Calculator

•Learning Centre:
Learn about mutual fund concepts, Power of Compounding, Investment types like Dividend & Growth options. Understand benefits of long term Investing.

•Moneyfy Platform provides loan products across the following:
Home Loan
Personal Loan
Business Loan
User Car Loan
Two Wheeler Loan
Loan against Property (LAP)
•Moneyfy Platform provides Life Insurance & General Insurance