FundzBazar

FundzEdge · AI for Every Investor

Your Wealth.
Intelligently Guided.

Know your portfolio. Grow your goals.

Meet FundzEdge , a smarter way to manage your investments through simple conversations. Ask a question, and within seconds, get clear answers and
helpful insights about your portfolio.

20,94,307
Investors on FundzBazar
1,38,630 Cr
Total Assets Managed
1
Unified AI Interface
As on 30th June 2026
Your Command Centre

Everything you own,
in one view.

The strength of FundzEdge lies in its connection to your full financial picture. It brings your mutual funds, stocks, FDs, NPS, and insurance into one view, so every answer reflects your actual holdings. Simply put, it’s a chatbot built around you.

Mutual Funds
Stock Holdings
Fixed Deposits
NPS
Insurance
What FundzEdge Does

Ask. Analyse. Act.

FundzEdge understands your complete financial picture and answers questions no app has ever answered this easily.

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Portfolio Intelligence

Know every rupee

The FundzEdge dashboard brings your entire financial life into one real-time view, with Mutual Funds, Stocks, FDs, NPS, Insurance and more sitting side by side. Paired with an AI chat that answers any question about your wealth instantly.

> Show me my MF portfolio
> What is my overall portfolio CAGR?
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Stock Holdings

Equity at a glance

Your entire stock portfolio comes alive in one real-time dashboard, showcasing live gains and losses. FundzEdge goes deeper with instant sector concentration insights and equity exposure, revealing exactly how your money is deployed.

> Show my stock holdings
> What is my best performing stock?
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Goal Planning

Plan → Invest → Achieve

Set a goal that matters, from your child’s education to retirement. FundzEdge shows your financial gap, calculates the right SIP or lumpsum to achieve it, and lets you invest seamlessly in one flow.

> How far am I from my retirement goal?
> Start a SIP for my child's education
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Insurance Summary

Protection in view

All your term and health insurance policies stay organized in one view, with key details visible instantly. FundzEdge goes further by helping you assess if your coverage is truly enough as per your financial needs.

> Show my insurance summary
> Calculate my insurance needs
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Fund Research

Research before you invest

Get the complete picture of any mutual fund in one clean view, covering NAV, AUM, returns, holdings, and peer comparison. Everything stays in one chat, so you can analyze, decide, and invest with clarity and confidence.

> Show me Fund Info of my Invested Fund
> Show me Peer Comparison of my Invested Fund
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Instant Transactions

From chat to invested

Every investment action now happens in a single conversation. Start a SIP, invest lumpsum, switch funds, redeem, or set up SWP with simple prompts on FundzEdge. One message, one confirmation, and you’re done.

> Start a SIP of ₹5,000 in a flexi cap fund
> Redeem ₹50,000 from my debt fund
All Products on FundzBazar

One AI | All Your Investment Solutions

FundzEdge works across every product available on your FundzBazar account — invest, track, and manage them all through a single AI conversation.

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Mutual Funds

SIP, Lumpsum, Switch & more

📈

Stocks & ETFs

Equity holdings & analysis

🏦

Fixed Deposits

Rates, returns & tenure

🛡️

Insurance

Term, health & cover check

💰

NPS & Gold

Long-term wealth building

Chat