AMFI registered Mutual Fund Distributor
Clerk and Clerk Finvest Mobile App
Move, manage, and maximize your money like never before.
Don’t be afraid to take your investments on the move.
With Clerk and Clerk Finvest Mobile App, it is easier to control your finances on the move.
Refer the process note here to start your Mutual Fund Investments Journey.
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With the online services in your hand, you can manage your accounts from your backyard, your sofa, or even vacation with the Clerk and Clerk Finvest Mobile App.
And, with Dashboard, you can easily see your total money growing on a real time basis. You can also add investments done with other brokers/apps into our dashboard as external investments and keep a track of it through our single app.
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Simply download the Clerk and Clerk Finvest App to get started. Available on iPhone®, iPad®, iPod Touch® or any Android™ device*, simply search “Clerk and Clerk Finvest” in Google Play Store and "Fund Expert" in Apple iStore to download, or follow the links below.
Click here for a detailed process note on how to start your Mutual Fund investment through our mobile app.
Managing all your investments on the move has never been easier. Use our app to track and transact between investments made with different brokers!
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Mutual Funds – manage, track and transact all Mutual Funds on the go!
- Liquiloans - Invest in India's leading P2P Lending Platform.
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Smallcase – Simple, smart investment portfolios curated by experts.
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Goal based Financial Calculators - Do you have a specific goal in mind? Our financial goal calculator will tell you how much money you’d need to save each month to achieve your dreams!
Check balances, track your transactions, start SIPs and more. Give yourself the confidence that comes from knowing exactly where you stand by getting a look at all your accounts – even those at other financial institutions.
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Dashboard – Quickly and securely see your balances across Investments.
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Will Drafting – Will planning service with a click.
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ITR Filing Service – Get stress-free assisted ITR filing. Our tax experts guarantee maximum saving. Dedicated tax expert.