How is Geojit's FundsGenie different from other mutual fund platforms?


Some of the distinctive features of FundsGenie are:
  • 100% paperless
  • Instant KYC validation using PAN
  • Start investing both in Demat and Physical mode immediately
  • Enables NRIs to invest in mutual funds conveniently from anywhere
  • Fetch and View Mutual Fund units brought through other platforms/distributors
  • Sell Physical Regular Mutual Fund units brought through other platforms/distributors
  • Invest in Specialised Investment Funds (SIF), which requires a minimum investment of ₹10 lakh
  • Enable to invest (SIP or Lumpsum) in pre-curated Smart Baskets aligned to the risk appetite
  • The Add to CART feature lets you add multiple mutual funds—SIP or Lumpsum—and complete them together in one seamless transaction.
  • See exactly how your funds are split across key categories—Large Cap to Debt and everything in between—to instantly assess your portfolio’s balance.
  • Get a quick view of how your money is distributed across fund houses to check your diversification easily.
  • Net cash movement in mutual funds for each financial year.
  • View a crisp breakdown of your fund performance—spot top performers and weak links instantly.
  • Plan your goals and see how your investments are progressing through Goal Creation
  • The XIRR reflects your annualized return, accounting for investment timing.
  • Financial tools and calculators to estimate investment growth, plan future goals, assess retirement needs, and make smarter wealth-building decisions with confidence.


In essence, FundsGenie is not just a platform to invest in mutual funds—it is a comprehensive wealth-management companion designed to help investors plan, track, optimize, and grow their investments seamlessly.


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