PaisaSmart

Invest for your goals, track your expenses and watch your wealth grow — all in one app. PaisaSmart brings your investments, spending and financial goals together in one simple, secure place. Whether you're making your first investment or managing a growing portfolio, PaisaSmart shows you where your money stands today and helps you plan where it goes next. INVEST FOR YOUR GOALS • Not sure where to start? The guided "Find my goal" flow helps you pick the right goal • Plan for a new house, your own business, your kids' education, their wedding and more • Search mutual funds and start investing in a few taps PFR – PERSONALIZED FINANCE • Insights built around your money, your goals and your habits • Smart alerts, such as when your portfolio is concentrated in too few holdings • See when you could become a crorepati at your current pace MONEY HUB • Track your expenses and see where your money goes each month • See your total wealth, cash and investments together, in one place • Keep an eye on how much you've saved this month PORTFOLIO TRACKING • Current value, invested amount, returns and XIRR for every holding • Portfolio insights show your best- and worst-performing funds • Sort and compare holdings to make better decisions MANAGE EVERYTHING IN ONE PLACE • Manage your SIPs, SWPs, withdrawals and bank mandates • View your full purchase history • Update your profile, bank account and nominee details EASY ONBOARDING • Complete your KYC verification digitally, right inside the app • Or start with non-KYC access and explore at your own pace SAFE AND SUPPORTED • Your PAN, mobile number and bank details stay masked in the app • Need help? Reach our team on WhatsApp straight from the app Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.