PaisaSmart

Invest for your goals, track your expenses and watch your wealth grow — all in one app. PaisaSmart is your partner in building wealth. It 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 Money Hub – Complete View of your money • Insights built around your money, your goals and your habits • Plan when you could become a crorepati • Track your expenses and see where your money goes each month • See your total wealth, cash and investments together, in one place 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.