No App? No problem. Zerodha brings mutual fund investing to WhatsApp

This initiative empowers investors to buy, sell, and track their mutual fund investments with just a few taps, eliminating the need for a separate application.

Imagine starting your SIP or checking your mutual fund portfolio with the same ease as texting a friend. That’s what Zerodha Fund House is promising with its latest innovation—a seamless, app-like mutual fund investment journey right inside WhatsApp.

 

 Zerodha Fund House has launched a visual, tap-based investing experience on WhatsApp, allowing users to invest, track, and manage mutual funds without downloading a separate app. The interface is built to be intuitive, eliminating the need to navigate cumbersome text-based chatbots or switch between apps.

 

At a time when most mutual fund investors are juggling multiple apps, logins, and dashboards, Zerodha’s new WhatsApp-based service lets investors:

 

 

Start Systematic Investment Plans (SIPs)

 

Make lump-sum investments

 

Track existing mutual fund portfolios

 

Complete KYC and onboarding for first-time investors

 

All of this happens inside WhatsApp, making it feel less like managing finances and more like a casual conversation—just with bigger financial benefits.

 

As Vishal Jain, CEO of Zerodha Fund House, puts it, "This isn't just a new feature; it's a new way to think about managing your investments: conversational, intuitive, and always at your fingertips."

 

This move is not just a UI change—it’s part of a growing shift toward “conversational finance.” Much like how UPI made payments as easy as a tap, the WhatsApp interface for mutual funds could make investing second nature.

 

Vaibhav Jalan, CBO of Zerodha Fund House, explains: “We wanted to provide an interface that is instantly familiar and comfortable. By creating an app-like experience, we’ve built something that users can navigate visually and intuitively.”

 

The WhatsApp investing platform is only available to KYC-verified users, ensuring security and regulatory compliance. 

 

How to Get Started

To begin, just WhatsApp “Hi” to +91-98453 35486, and follow the tap-friendly prompts. First-time users can complete onboarding within minutes. No downloads, no paperwork, no jargon.