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Money Coach: Features and Benefits


How it helps

It is an automated investment and financial management platform that offers you a complete view of your finances – from income and expenses, credit card & EMI payments, financial goals, emergency funds and more. It’s an investment platform that you can bank on.

Make strategic investment in Mutual Funds

From automated investments suggestion to 24X7 portfolio monitoring, let Money Coach partner with you.

Be ready for emergencies

Life surprises us in many ways. Ensure that you have sufficient savings to take care of your expenses for at least 6 months, even if you lose your primary source of income. Let Money Coach guide you to achieve your emergency fund target.

Plan to achieve your financial goals

From defining your goals to suggesting investments across the spectrum, Money Coach is by your side at every step of the way. It also rebalances your investments when they go off-track, so that you can achieve your goals conveniently.

Benefit from existing investments

Utilise your current investments smartly. Money Coach lets you tag your existing investments across mutual funds and fixed deposits to help you reach your goals faster.

Monitor your income and expenses

Make well-informed financial decisions by tracking your spending behaviour. Money Coach also compares your behaviour with that of people like you and discovers the scope of improvement for you.

Use your Credit Card wisely

Credit Cards are a vital part of our financial transactions today. Let Money Coach track your credit card spends and repayment behaviour to analyse your credit card health.

Worry less about paying EMIs

Have you taken any loan? How capable are you to pay your EMIs in future? Money Coach monitors your EMI spends and evaluates your ability to repay your debts.