Finbingo: Mutual Fund & NPS 2.4.28

Finbingo offers equitable access to high-quality financial advice for all investors, regardless of their investment size. The platform provides impartial, tailored guidance driven by AI technology to assist users in purchasing mutual funds.

✔️ Advantages of using the Finbingo App:

• Invest in top-tier direct mutual funds through single payments or SIPs without commission charges.
• Utilize Finbingo's Tax Planner to invest in ELSS funds, enabling tax savings while growing wealth.
• Reassess and optimize your external mutual fund holdings using the Finbingo Portfolio Doctor.
• Engage in comprehensive financial planning with the Finbingo Wealth Builder tool.

✔️ Simplified Mutual Fund Investments with Finbingo

Investing in mutual funds has been streamlined for ease and efficiency. Finbingo facilitates free access to zero-commission direct mutual funds, with potential returns exceeding 1%. The platform’s user-friendly interface, quick account setup, and automated KYC process allow investors to commence investments swiftly. Compatibility with major banks simplifies one-time or SIP investments in mutual funds and the National Pension Scheme (NPS).

Beginner investors can explore our Easy Picks feature, or opt for detailed mutual fund listings and analysis. Our investment cases enable goal-based financial planning tailored to individual aspirations.

During New Fund Offers (NFO), investors can subscribe directly to open-ended growth funds from all Indian AMCs without paying commission, thereby maximizing returns. The mutual fund SIP calculator assists in aligning investments with your time horizon and financial targets.

✔️ Long-term Retirement Planning with NPS

The National Pension System offers a tax-efficient approach to accumulate retirement savings. At Finbingo, investing in NPS is straightforward and convenient, supporting your goal of financial security and wealth creation for a comfortable retirement without compromising current living standards.

✔️ Finbingo Portfolio Doctor

The Portfolio Doctor evaluates your combined mutual fund investments and provides objective analysis to rejuvenate your portfolio’s health. It conducts a dual-level assessment: at the fund level—comparing key parameters such as past performance, expense ratios, management quality, and assets under management—and at the portfolio level by considering overall asset allocation and risk factors. This comprehensive review enables personalized and nuanced financial advice.

The process involves three simple steps:

1. Providing your PAN and email associated with your investments.
2. Sharing your consolidated account statement (CAS) with Finbingo.
3. Accessing or downloading your customized analysis report.

✔️ Finbingo Tax Planner

The Tax Planner helps you monitor your tax liabilities throughout the year. By inputting your income and investments, you receive tailored suggestions to optimize tax savings down to the last rupee while simultaneously growing your wealth.

✔️ Wealth Builder Tool

The Finbingo Wealth Builder empowers you to construct a robust financial future with ease. This free, intuitive planning tool demystifies wealth accumulation—whether immediate or long-term—facilitating strategic financial decisions for a secure future. The platform provides comprehensive financial planning, personalized portfolio insights, and transparent fiduciary advice.

Finbingo is a SEBI-registered Investment Advisor (INA000012166), BSE-registered Mutual Fund Distributor (CODE NO: 15048), and PFRDA-registered POP SE (1694801), partnering with HDFC Pension Management Company Limited (POP – 1615939).