Did you know that the assets managed by the mutual fund industry reached ₹66.04 lakh crore in August 2024? Moreover, contributions to mutual funds through Systematic Investment Plans (SIPs) crossed the ₹25,000-crore mark in October 2024. This growth shows that more people are recognising the potential of mutual funds for building wealth.
However, for many, the process of selecting funds, tracking investments, and managing portfolios still feels complicated. The RISE app by Motilal Oswal addresses these challenges by integrating all crucial tools and features into one platform. Whether you are a beginner or an experienced investor, the RISE app makes managing and growing your portfolio effortless.
Let’s explore in detail how this all-in-one wealth creation app helps simplify your mutual fund investment experience.
Ready-made expert-picked baskets
Smallcase on the RISE app offers investors access to pre-built, expert-curated investment baskets. These baskets are often designed around specific market themes and sectors, such as technology, healthcare, or sustainable energy. Each smallcase is thoughtfully crafted to offer balanced exposure and suit individual risk appetites. It’s a research-backed option for those looking to explore systematic, theme-based investing.
Educational resources
If you want to deepen your understanding of mutual funds, RISE comes with a wealth of educational resources. These include detailed articles, user guides, FAQs, and videos that cover the basics of mutual fund investing and advanced strategies. This educational content empowers you to make informed decisions and grow your confidence as an investor.
Expert stock recommendations and portfolio management
The RISE app allows direct communication with investment advisors who provide stock recommendations customised to your financial goals. They analyse market trends, sector performance, and individual stock data to suggest investments that align with your aims and risk tolerance.
For portfolio management, advisors help you diversify holdings effectively, rebalance assets based on performance, and optimise returns over time. This guidance helps you make data-driven decisions that enhance investment outcomes.
Highest quality research
RISE gives you access to daily recommendations for intraday, options, and long-term investments. Each recommendation is backed by detailed research reports, which means you have high-quality information at your fingertips. This feature simplifies the decision-making process and allows you to confidently manage and optimise your investment strategy based on reliable data instead of guesses.
Access IPOs and NFOs effortlessly
The RISE app allows you to stay ahead in the investment world by offering access to both Initial Public Offerings (IPOs) and New Fund Offers (NFOs). With the ‘Pre-Apply’ option for IPOs, you can apply for popular initial public offerings before they open and avoid last-minute rushes. For NFOs, the app provides opportunities to invest in newly launched mutual fund schemes with the backing of expert advice.
Dynamic reports
This best trading app makes mutual fund investments hassle-free by providing dynamic reports to monitor performance and optimise decisions.
You can access detailed summaries of your holdings, transaction history, and capital gains across all assets. For stocks, the app provides Profit and Loss (P&L) reports, trade history, ledger reports, and dividend records. The mutual funds section allows for thorough fund performance reviews. These reports allow you to track every financial detail with precision and make data-driven adjustments.
Simplify investing with RISE
Choosing RISE means opting for simplicity, efficiency, and informed investing. You get access to extensive fund options, dynamic reporting, expert insights, educational resources, and returns calculators, all within a user-friendly platform. Moreover, with high-quality research, advanced tools, and 24/7 support, your investment journey becomes seamless and more informed.
Ready to simplify your mutual fund investments? Download the RISE app today and enjoy a world of financial possibilities.