Stack Wealth: Mutual Fund, SIP 4+

Expert-managed investments‪.‬

Stack Finance

Designed for iPhone

    • 4.2 • 23 Ratings
    • Free

iPhone Screenshots

Description

Let experts manage your investments.

Introducing Stack Wealth, personalized investing tailored to your financial goals. Stack Wealth is the ultimate wealth management app for easy and hassle-free mutual fund investments, including SIP mutual funds, P2P, bonds, PMS and more.

Crafted by a seasoned team of experts managing ₹1,600+ Crore for over 1 lakh investors for 25 years. Our wealth management services include:

- Active portfolio management
- Asset rebalancing based on market conditions.
- Market updates & performance insights
- Investment recommendations
- Strategies for emerging market trends.

OUR INVESTMENT OFFERINGS

• Flagship:
A personalized multi-asset mutual fund portfolio tailored to your risk level and financial goals. The best mutual fund portfolio for long term goals and ideal mutual fund SIPs for beginners.

• Flash:
P2P investments with returns of up to 11% p.a. Create an emergency fund or boost your savings with steady returns credited every day or month.

• Opportunities:
Invest in market trends with top mutual funds investing in infrastructure, global markets, small-caps, income tax saving mutual funds, debt mutual fund portfolios and more for higher returns.

• Safe Haven:
Up to 13% returns p.a. by investing in low-risk assets like high-yield bonds, FD investing, and NCDs. Earn guaranteed returns to beat inflation and shield your portfolio from stock market volatility.

WHY INVEST WITH STACK WEALTH?

• Personalized Portfolios in Minutes:
Our investment portfolio builder will create a portfolio tailored to your goals and risk level. We compare mutual funds and choose the best ones for you.

• Wealth-Building Strategies:
Invest in an all-in-one diversified investment portfolio curated and managed by experts with thematic mutual fund SIP, corporate FD, P2P, bonds and more to help you achieve your financial goals.

• Active Management:
Your personalized wealth management online journey is optimized with dedicated financial planning services, asset rebalancing based on markets & frequent portfolio reviews

• Multi-Asset Portfolios:
Access exclusive multi-asset mutual fund portfolios that invest in domestic and international equity mutual funds, debt mutual fund portfolios & more.

• Tailored Financial Solutions:
Unlock personalized solutions for specific goals like retirement, homeownership, tax saving, child’s education, marriage, and more. Everything from a mutual fund portfolio for beginners to seasoned investors.

• Lifetime Referral Rewards:
Earn up to ₹10 Lac in referral rewards. Earn rewards when the user you referred makes their first investment, crosses an investing milestone, or invests in a new offering for the first time.

HOW TO INVEST WITH STACK WEALTH

1. Install & sign-up.
2. Complete “Coffee Chat” to personalize your portfolio.
2. Complete your KYC.
3. Select an offering of your choice (Flagship/Opportunities/Flash/Safe Haven).
4. Start an SIP or make a one-time investment.

OUR POPULAR MUTUAL FUNDS

• SBI Large Cap Fund
• HDFC Top 100 Fund
• Axis Bluechip Fund
• Nippon India Small Cap Fund
• ICICI Prudential Midcap Fund
• Tata Equity Value Fund
• DSP Midcap Fund
• Canara Robeco Emerging Equity Fund

IS YOUR MONEY SAFE WITH STACK WEALTH?

We would also like to inform you that as a mutual fund investment app, Stack Wealth does not charge you any additional fees for investing. Your total investment amount is transferred directly to the AMC (or the respective investment platform for P2P, bonds, FD or PMS).

We are registered with AMFI (ARN Holder Number - 245304) and SEBI and comply with all of their security guidelines. We encrypt all user data with bank-grade TLS hack-proof security and safeguard our app through MFA (Multi-Factor Authentication) to protect your sensitive information.

Need assistance? Reach out at support@stackwealth.in.

For edgy memes, serious finance, and everything in between, look for Stack Wealth on Instagram, Meta, X, LinkedIn, and YouTube.

What’s New

Version 1.12.13

- bugs fixes in order details and app improvements
- if your personal details have changed, you can now apply for re-KYC!
- introducing "Vault": you can track all your mutual fund investments made elsewhere in one place

Ratings and Reviews

4.2 out of 5
23 Ratings

23 Ratings

Vish.jain ,

Best mutual fund app

The app provides an intuitive user interface and a wide range of features, making it highly efficient and user-friendly.

jappreet.singh ,

Worst Investing App

I must say this has been one of the worst investments App I have ever used. Just for testing purposes I invested in the Flexi scheme for liquid money and it’s been more than 10 days I requested multiple times but they are not able to do the transaction. If I invest more amount which I was thinking of but I must say nobody should use this app as it will be such a pain to debit money when in need atleast for liquid investments. Given duration of 3-5 working days to process the transaction is a lot of time for liquid assets to process. Guys, please work on this, you are in Financial domain and trust is everything and that is where you’ve lost me already.

Dutta93 ,

Best investment app

I was really impressed with the feature of how they provide a personalised portfolio according to your risk appetite. This saved good amount of my time and effort of selecting funds to invest.

App Privacy

The developer, Stack Finance, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info
  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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