All Your Investments. One Seamless Platform.
Access Mutual Funds, Primary & Secondary Bonds, PMS/AIF, Smallcases, NPS, Loans Against Securities (LAS), and Comprehensive Tax Harvesting on FundzBazar—powered by Sahare Wealth advisory.
Open FundzBazar Account →Why Choose FundzBazar?
- Universal Multi-Asset Hub: Manage Mutual Funds, Bonds, Stocks, NPS & Real Estate under a single login.
- Exclusive Goal Architectures: Proprietary Smart SIPs (Freedom SIP, Mitra SIP, Turbo STP).
- Institutional Tax Reports: Instant Capital Gains, Karvy Feeds, and Tax Harvesting utilities.
- 100% Paperless Setup: Instant digital e-KYC activation linked with your bank mandates.
Comprehensive Investment & Liquidity Solutions
Institutional and retail grade instruments curated for capital appreciation, passive income, and wealth preservation.
PMS / AIF / GIFT IFSC
Bespoke discretionary portfolios and alternate investment funds for High Net Worth Individuals, including GIFT City cross-border offshore structures.
Fixed Deposit & Primary Bonds
Pre-vetted corporate fixed deposits and primary market sovereign/corporate bond public offerings with attractive yields.
Secondary Bonds
Trade listed corporate bonds, public sector debt, and state development loans (SDLs) to lock in high coupon rates and regular cash flow.
Smallcase Thematic Portfolios
Diversified equity baskets designed around emerging macro themes, sectoral trends, and proprietary algorithmic models.
NPS (National Pension Scheme)
Systematic retirement accumulation with low expense ratios and additional tax deductions under Section 80CCD.
Unlisted Equities
Direct exposure to high-growth, institutional pre-IPO companies and late-stage startups before public exchange listings.
Structured Products
Custom debt-equity hybrid products engineered to deliver calculated market participation with targeted downside risk buffers.
LiquiLoans (P2P Yield)
Credit-evaluated peer-to-peer debt lending opportunities generating non-market-linked monthly yields with granular risk diversification.
Loan Against Securities (LAS)
Unlock instant credit limits against your Mutual Funds and Equities at attractive interest rates without breaking your investments.
Home, Personal & Business Loans
Hassle-free loan origination across premier lending institutions for Home Loans (HL), Personal Loans (PL), and Business Loans (BL).
Comprehensive Insurance
Strategic term life, critical illness, health, and asset insurance policies to safeguard your family's financial freedom.
| Service Module | What It Does For You |
|---|---|
|
FB Plus Family Office Multi-User |
Enables cross-portfolio viewing. Track family members' or associate folios across Mutual Funds, Stocks, NPS, FDs, and Bonds through authorized permission protocols. |
|
FundzBazar Lite Quick Access |
A fast-tracked onboarding interface allowing immediate non-financial and maintenance transactions (redemptions, switches, STP, SWP) on existing folios with seamless upgrade paths. |
|
Goal-Based SIP Architecture Proprietary Automated |
Access specialized institutional SIP and switch mechanics designed by top fund houses: ICICI Freedom SIP SBI Retirement SIP SBI Mitra SIP HDFC Dream SIP Axis Aatmanirbhar SIP SIP for Life ICICI Booster STP Turbo STP Inter-AMC Switch |
|
Full Transaction Lifecycle Real-Time Execution |
Perform real-time purchases, instant redemptions, Systematic Transfer Plans (STP), and Systematic Withdrawal Plans (SWP) with bank-linked electronic mandates (OTM/eNACH). |
|
KYC & Folio Maintenance Compliance |
Live tools to refetch central KYC status, check FATCA adherence, modify nominees, update bank accounts, and organize folio data effortlessly. |
📊 Comprehensive Portfolio & Gain/Loss Reports
Make tax-smart, data-backed decisions with complete visibility into costs, cash flows, and performance benchmarks:
- Portfolio Valuation Report
- Portfolio Ledger Report
- Dividend & Capital Gain Report
- Consolidated Wealth Tracker
- Yearwise Return Report
- Portfolio Valuation (Karvy Feed)
- Tax Harvesting Opportunity Report
- Asset Allocation Analytics
⚡ The Sahare Wealth Advantage
Empowering your investments with structured advisory and high-tech digital convenience:
- AMFI-Registered Guidance: Direct access to qualified advisory (ARN-151469) tailored to your risk profile.
- Proactive Tax Harvesting: Exploit annual tax-exempt capital gain windows effectively every fiscal year.
- Consolidated Wealth View: Avoid fragmented logins across multiple AMC portals and brokerages.
- No Hidden Account Fees: Transparent account setup and direct transacting at zero platform charges.