Mutual Funds
that are right for you

Mutual Fund Portfolios crafted by experts using Nobel Prize winning algorithms.

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A glimpse of our Portfolio

Cashvisory Adventurous Portfolio

55.33%

absolute returns* over 3 years

*Disclaimer:Past Performance is not indicative of future returns

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Empower Your Future. Maximise Your Returns.

Invest smarter and achieve more with Cashvisory. Here's how we empower your financial journey.

Best Low-Risk Mutual Funds for Retirement

Secure your future with stable retirement income.

All Weather Portfolios for Sustainable Growth

Build sustainable wealth while managing risks.

Mutual Fund Short-Term Goals

Invest in flexible funds to meet your immediate needs.

Top 5 Popular Funds

Discover the funds your peers are investing in on Cashvisory.

Mutual Funds for Tax Savings

Maximise tax benefits while growing your wealth with tax-saving funds.

Thematic Funds for Growth Sectors

Invest in themes you believe in, from technology to clean energy.

From Start to Success

Your Financial GPS

for wealth building

Get personalised advice without the complexity. We pair expert advisors with cutting-edge tech for smart investing.

Portfolios created using Nobel Prize-Winning Algorithms 🌟 Harness the power of Nobel Prize-winning technology to craft your optimal investment portfolio. Minimise your risks, maximise your returns.

Educational Journeys for Informed Investing 💸 Embark on educational gamified journeys: Equip yourself with targeted insights.

On-Call Guidance with Expert Advisors 📲 Get personalised guidance throughout your journey.

Commission-Free Investing 🙌 Say goodbye to hidden fees and charges. Enjoy commission-free investing.

Diversified Portfolio for Risk Management 🧩 Mitigate risk and enhance returns with a diversified portfolio.

Liquid Investments for Flexibility 🛫 Enjoy the freedom to access your investments when you need them.

Work with an Advisor to Review Your Portfolio 🧑‍💼 Let our advisors analyse your portfolio to identify opportunities for optimisation and growth.

Calculate Your

Potential Returns

₹45,000

Lump Sum Invested Amount

₹1,000

₹100,000

₹50,881

Avg Return

₹52,114

Our Returns

+15.81%

Total XIRR

3 Steps to Your
Financial Future

Quick Risk Assessment

Craft Your Portfolio

Invest & Grow

Get Started

3 Steps to Your Financial Future

Quick Risk Assessment

Craft Your Portfolio

Invest & Grow

Get Started

FAQs

What types of mutual funds does Cashvisory recommend?

We analyse your risk appetite, financial goals, and investment timeline to recommend equity, debt, gold, and tax-saving mutual funds. We only work with direct Mutual Funds that don’t have any commissions.

Are mutual funds safe to invest in?

Mutual funds are professionally managed and diversified, reducing risk. However, they are subject to market fluctuations. Our digital tools and experts help you choose funds that match your risk tolerance.

What is the minimum investment required for mutual funds?

You can start investing in mutual funds with as little as ₹100 through Systematic Investment Plans (SIP).

How often should I review my mutual fund investments?

We recommend periodic reviews based on market trends and your financial goals. For simple situations, yearly reviews are good enough but if you’re further along in your journey, quarterly reviews are recommended.