Invest in Mutual Funds with a Wealth Partner Built Around You
MyWealth is a prototype wealth-management platform — open a demo account, track a fictional portfolio, run SIPs, and explore retirement planning tools, all in one clean dashboard.
33
Demo Client Portfolios
₹4,60,88,243
Simulated AUM
54
Active SIPs
₹3,34,500
Monthly SIP Book
Open a Demo Investment Account &
Get a Dedicated Wealth Partner for Guidance
Simple
Your entire investment portfolio neatly organised in one place
100% Online
Experience industry-leading paperless transaction features
Dedicated Guidance
Purpose-built calculators and planning tools to guide your investment journey
Features of
MyWealth Mutual Fund Account
- ▶Invest in Any Mutual Fund; Anytime & Anywhere
- ▶Ready Mutual Fund Portfolios
- ▶Extensive Reports & Key Insights
- ▶Consolidate Multiple Accounts & Family Portfolio
Illustrative preview — not an actual account screenshot.
Product Basket
Access a range of investment products
Mutual Funds
Explore equity, debt and hybrid schemes across leading fund categories.
Explore →SIP Planning
Build long-term wealth with disciplined, automated monthly investing.
Explore →Retirement Planning
Plan the retirement corpus you'll need and the monthly SIP to get there.
Explore →Financial Planning
Goal-based planning across life stages — education, home, and more.
Explore →Investor Voices
What demo clients are saying
Illustrative testimonials from fictional personas — not real customers.
“Switching my SIPs to MyWealth gave me one dashboard for everything — no more juggling five different fund house apps.”
Demo Persona — Priya S.
Fictional client, Bengaluru
“The retirement calculator made a vague goal into a concrete monthly number. That clarity alone was worth it.”
Demo Persona — Rohan M.
Fictional client, Pune
“I like seeing invested amount versus current value side by side — it keeps my SIP discipline honest.”
Demo Persona — Ananya K.
Fictional client, Delhi
Investor Resources