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Family Account

One dashboard for all your family members

Consolidated View

Consolidated view of all your investments and insurances

Track External Investments

Tracking your external mutual fund investments by importing e-CAS

Completely Paperless

Paperless operations right from on-boarding till allotment of units

Expert Guidance

Dedicated support of qualified and AMFI certified Mutual Fund Distributors - FundsUp Business Partners

Robust Reports

Simple yet robust reports generation through our algorithms backed by science

Reminders

Get timely reminders of all your important dates, so that you never miss anything

Secure Environment

Bank grade security for all your financial transactions

Explore Mutual Funds

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Canara Robeco Small Cap Fund Direct Growth

Very High Risk Equity 5

17.01%

1 Y

31.49%

3 Y

NA %

5 Y

Calculate Mutual Fund Returns

Mutual Funds Portfolio Health

Why you should check your portfolio's health

Check your portfolio health to identify the pitfalls and take appropriate action, so that your portfolio performs better even in tough market conditions.

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This is the second item's accordion body. It is hidden by default, until the collapse plugin adds the appropriate classes that we use to style each element. These classes control the overall appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the .accordion-body, though the transition does limit overflow.

This is the third item's accordion body. It is hidden by default, until the collapse plugin adds the appropriate classes that we use to style each element. These classes control the overall appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the .accordion-body, though the transition does limit overflow.

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Complete ARN Support

Dedicated support and training right from first step of creation of NISM profile to fully operational FundsUp Business Partner

National Level Tie-Ups with Fund Houses

Full benefit of National Level tie-ups with industry leading AMCs without worrying for separate empanelment

Powerful Dashboard

All in one platform for you and your customers to Purchase / Sell / SIP / Switch / STP / SWP with extensive yet simple reporting structure

Completely Paperless

Paperless operations right from on-boarding the customers till allotment of units / redemption

Dedicated Sales Support

Dedicated sales support from our young and experienced professionals

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Dedicated operational and technical support with state-of-the-art software

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Quality training programs delivered by industry best trainers on a regular basis so that you stay updated with the latest developments

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Continuous Contests, Rewards & Recognition to keep you motivated at all times and recognition of the best performers

Mutual Fund Partners

Allied with
40+ AMCs

What Our Clients Say

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Made an investment through one of the FundsUp’s Business Partners. Partner was highly knowledgeable and cleared all my doubts - to the point. Looking forward to more interaction for my queries and investments.

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Very good experience dealing with Team FundsUp. Team is very professional and has good knowledge.

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Co-founder – Encore Shipping

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Easy to use platform of FundsUp made my investment experience highly enjoyable. Great support by the Team FundsUp.

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FAQ's

Yes. FundsUp is empanelled with all the industry leading AMCs and allows transacting in all the mutual funds schemes of these AMCs.

A. Just like a school report card shows the score of a child in various exams held during the academic year across different subjects that are taught by different teachers, a Consolidated Account Statement (CAS) is a physical statement that captures all financial transactions done by an investor across different mutual funds during a month. If you have invested in three different funds, all the financial transactions like purchase, redemption, switches, SIPs/STPs/SWPs, dividend payouts/reinvestment of dividends are captured. CAS can be generated on request on the basis of registered e-mail id by clicking on the following link: https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement

The performance of a particular scheme of a mutual fund is denoted by Net Asset Value (NAV). Mutual funds invest the money collected from investors in securities markets. In simple words, NAV is the market value of the securities held by the scheme. Since market value of securities changes every day, NAV of a scheme also varies on day to day basis. The NAV per unit is the market value of securities of a scheme divided by the total number of units of the scheme on any particular date.

FundsUp Business Partner is an AMFI certified mutual fund distributor empanelled with FundsUp who
  • helps in buying and selling of mutual funds for the investors
  • informs the investors about the various schemes of different mutual fund houses as per their investment suitability
  • earns by way of brokerage for making investments of the customers in mutual funds

No, FundsUp platform is completely free for all its investors. Any investor can create and operate an account with FundsUp without any fee or charge.

We have invested in technology that ensures the system’s security. Your money moves directly from your bank to the mutual fund account through BSE, and a record of your investments is stored electronically by the mutual fund company, which will send you regular statements too.