Tata Capital Moneyfy 4+

Mutual Fund, Insurance & Loans


Designed for iPad

    • 4.1 • 99 Ratings
    • Free



Be Investment ready in minutes by signing up with Tata Capital’s Moneyfy.
Moneyfy offers goal-based Investment options, where you can set up goals & achieve them by investing either through SIP or lump sum money.
You can set up any of the following goals and start investing right away –
- Purchase your dream home
- Invest to buy a car
- Checking off a dream vacation
- Funding higher education
- Enjoying a carefree retirement
- Funding a big fat wedding
- Building wealth = Financial freedom
- Bringing your custom goals to life
Benefits of Mutual Funds
- Instant Redemption: Invest wisely in liquid funds and redeem instantly up to Rs. 50,000
- The Diversification Advantage: Mitigate your risks by diversifying your Mutual Fund portfolio.
- Tax-Efficiency: Avail up to a maximum of Rs.1.5 Lakhs of Tax deductions by investing in ELSS

New to Investment?
Use the Moneyfy app to start your investment journey. We are here to make Mutual Fund investment simpler & transparent for you. We top this up with several Investing options to give you a great Investment experience.
You can invest in Various Type of Funds
- Top-Rated Funds (Morning Star & Value Research)
- Tax-Saver Funds (ELSS)
- Invest in Gold Funds
- SIP starting with as low as Rs.500
- Invest in:
o large companies
o mid-sized companies
o companies across all sizes
o small-sized companies
o Balanced Funds
SIP or Systematic Investment Plan
Make pay day your SIP Day by investing in SIP every month! Moneyfy app lets you easily track monthly SIP investments in real-time and if you wish to estimate return on your SIP, use our SIP calculator
Tax-Saving Mutual Funds
Invest in Tax saving mutual funds or ELSS and save tax under Section 80C.
Already Investing in Mutual Fund?
We provide full-service capability on mutual funds across equity, debt and hybrid categories. You will be able to conduct the following types of transactions on the platform:
- Lump Sum Purchase and Redemptions
- SIP - Systematic Investment plans
- STP - Systematic Transfer plans
- SWP - Systematic Withdrawal plans
MF Scanner: a DIY feature with which you can Build and Optimise your Mutual Fund Portfolio Yourself on the Following Basis -
- Category & Sub Category of the fund
- Rating – Morning Star & Value Research – Individually and Separately
- Risk Rating
- Tax Benefits
- Fund Size
- By AMC
- By Fund Manager
- Minimum SIP Amount
Create a Mutual Fund Portfolio that Suits You
Choose among the leading Mutual Fund houses to invest in:

- AXIS Mutual Fund
- Baroda MF
- Birla Sunlife Mutual Fund
- BNP Paribas Mutual Fund
- BOI Axa Mutual Fund
- Canara Robeco MF
- DHFL – PGIM Mutual Fund
- DSP Mutual Fund
- Edelweiss Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- ICICI Prudential Mutual Fund
- IDFC Mutual Fund
- Indiabulls MF
- Invesco MF
- JM Financial MF
- Kotak Mahindra Mutual Fund
- L&T Mutual Fund
- LIC Mutual Fund
- Mirae Asset Global MF
- PPFAS Mutual Fund
- Principal MF
- Reliance Capital MF
- SBI Mutual Fund
- Sundaram MF
- Tata Mutual Fund
- Taurus MF
- UTI Mutual Fund
- Union Mutual Fund
- Yes Mutual Fund
Types of Mutual Funds Offered by Us:
- Large Cap
- Small Cap
- Mid Cap
- Multi Cap
- ELSS Tax saving
- Liquid funds
- Banking & PSU Debt fund
- Credit Risk Fund
- Low Duration Fund
Mutual Fund Comparison Made Easy
Moneyfy enables you to analyse and compare mutual funds and helps you get make an informed decision.

Other Features:
- Investment Calculator
- EMI Calculator
- Insurance Calculator
Moneyfy Platform Provides Loan Products across the Following:
- Home Loan
- Personal Loan
- Business Loan
- User Car Loan
- Two-Wheeler Loan
- Loan against Property (LAP)
Moneyfy Platform offers Life Insurance & General Insurance

What’s New

Version 1.0.68

Update to improved version to Tata Capital Moneyfy
The new version also contains minor bug fixes so that we can keep giving our users a super smooth experience
So update to this new version and have a great investing experience with Moneyfy

Ratings and Reviews

4.1 out of 5
99 Ratings

99 Ratings

Neha Amarnani ,

User friendly interface

It’s a very easy to use app. Have been investing in SIPs since a long time now and by using this app it helped to track my investments in much more organised way.

Developer Response ,

Hi Neha, we're so glad to see you loving the Moneyfy experience! As we try to develop and grow, feel free to spread the word & get your friends and family to join the Moneyfy crew. Thanks again! 


Why expense ratio is more in Moneyfy in comparison with Zerodha / Upstox?

My name is Rama Naidu Kolasani and I’m part of TATA Group. TATA Group is well know for Trust. If anybody feels that I gave false feedback then you can compare my feedback with other brokerage platforms. In fact, I would like to give zero rating. I gave one start rating as TATA Capital MoneyFy is looting investors by charging more expense ratio (approx. 5 times more). 1. Why expense ratio is more in Moneyfy in comparison with Zerodha / Upstox? 2. Why are you looting investors by charging more expense ratio? For example, let’s consider TATA Digital India Fund. Expense ratio: A. Moneyfy - 2.02% B. Upstox (Backed by Mr. Ratan TATA Sir) - 0.41% C. Zerodha (Coin) - 0.41% Until Moneyfy stops looting investors with too much expense ratio, Moneyfy won’t grow as like other brokerage platforms. Trust is important here.

Developer Response ,

As per our internal update, we understand that your issue is resolved and the solution was satisfactory. Please do reach out at moneyfycare@tatacapital.com or call us at 18602661996 for any queries or future assistance. Always! Happy to help.

samvishu9818 ,


the user interface is the best i have seen so far also the app have each and every type of loan for eg travel personal etc i will suggest it to everone also has tools like emi calculator and other related online services

App Privacy

The developer, TATA CAPITAL FINANCIAL SERVICES LIMITED, 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 Not Collected

The developer does not collect any data from this app.

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

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