What We Do
Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute
Implement your customized advice by buying all the recommended financial products on one single platform.
Manage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
Get personalised guidance from an experienced mutual fund distributor
At, FundzTrack our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions
At FundzTrack we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
Our Products
Mutual Funds
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.
Capital Market
With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity and ETFs
Fixed Income
Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount
PMS
We offer Portfolio Management Services (PMS) strategies with equity and mutual funds from the leading PMS providers in India
Real Estate
Real estate business is one of the most lucrative business in India and the second largest behind agriculture.
Insurance
Experience quality risk advisory and management services with our insurance solutions
Latest From Our Blog
At about this time of year, some months after New Year’s resolutions have been made and kept or made.
