LOGIN

Forgot Password?

New User? Sign Up

About Us

We adopt a structured and disciplined advisory approach in Investmenttrick's and provide you with portfolio solutions that meet your desired financial goals and milestones. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels.

Features

Family Account

Access your family member's Portfolio
with one single login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Reports

View your current market value,
your profits & losses.

Calculators

Calculate the amount of wealth
required for your goal

Factsheet

Explore Mutual Fund schemes
and their performance

Focused Funds

Check out our recommended funds
and invest into them

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

Mutual fund is an open-end professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The advantages of mutual funds include economies of scale, diversification, liquidity, and professional management. However, these come with mutual fund fees and expenses.

Primary structures of mutual funds are open-end funds, unit investment trusts, closed-end funds and exchange-traded funds (ETFs).

Mutual funds are often classified by their principal investments as money market funds, bond or fixed income funds, stock or equity funds, hybrid funds, or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index, or actively managed funds. Hedge funds are not mutual funds as hedge funds cannot be sold to the general public.