Mutual Fund Investing The Right Way!

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New To Investing?

Explore our risk- rated portfolios of mutual funds

Cash Plus Portfolio

Target Return: 6% to 7% p.a.

Time Frame: 0.5 years


Designed to give you about 1-2% more than your savings bank diposit interest rates, while being generally free from market movements.


Cautious Portfolio

Target Return: 7% to 9% p.a.

Time Frame: 1.0 years


A mixture of stable non market related funds cum slightly varying Debt funds. Debt funds chosen are Govt or Govt like bond Debt Funds.


Balanced Portfolio

Target Return: 9% to 11% p.a.

Time Frame: 3.5 years


A mixture of stable slightly varying Debt funds. Portfolio consists of a mixture of long- term Debt funds and short- term Debt funds.


Aggressive Portfolio

Target Return: 12% to 13% p.a.

Time Frame: 7.0 years


A portfolio consiting an optimum mixture of long tern Debt funds as well as equity Large Cap funds, designed to dial down equity market volatility.


Super Aggressive Portfolio

Target Return: 14% to 16% p.a.

Time Frame: 10.0 years


To give you the full benefits of equity market returns, this portfolio consists of Large Cap and Mid Cap funds taking part in the India Growth story.


Tax Benefit Portfolio

Target Return: 14% to 16% p.a.

Time Frame: 10.0 years


If you are a long term investor and want to benefit from exemption in capital gains tax for a period of 3 years, then this portfolio of ELSS Equity funds is the right fit.


Still Confused?

Let us help you find your ideal Model Portfolio.

Try our Genies?

They can help you in plan your goals.

Meet your goals by selecting the correct fund for your SIP

Find a fund that you need to invest in today to secure your future.

Reasons Why You Should Switch

Experience next Gen portfolio and performance management


State-of-Art Portfolio Management System
Yottol has India’s best Investment & Portfolio monitoring system. You will always know the performance of your portfolio compared to broad markets and also your own expectations.

Truly Independent, Free Platform
We DO NOT have any incentives to suggest any particular fund to you. We DO NOT market any fund and therefore have no incentives to suggest any specific fund to you.

Family Account, Corporate Account
Whether you are a family or a corporate, our systems have awesome functionalities to operate multiple accounts under one umbrella.

Application of Scientific Methods
Investing may not be science but we believe the process can be. Application of modern scientific methods not only enables better portfolio construction but also helps in undue risk mitigation.

Security. Swiss Banking Style
Right through from account creation to money transfers and transactions, we follow a multi- step authentication process to prevent any breach of confidentiality or security.

Smooth, Fast and Easy Redefined
Having the ability to invest and dis-invest smoothly is an important aspect of our service. We want to reduce headaches for an investor… of calling up to avail a transaction service.

Want to import your portfolio over to us?

UNIQUE CAPABILITIES

..for experienced investors to manage their mutual fund portfolios.

Total Portfolio Performance & Charting vs. BenchmarkPortfolio Level Purchase & RedemptionRebalancing Portfolios to Target WeightsCeasing SIPs and Creating SIPs at Portfolio LevelGoal Based Creation of PortfoliosInvest and Create Multiple PortfoliosSplitting and Merging of PortfoliosAdd and Remove Funds from PortfoliosPortfolio and Account Performance Reporting and DownloadInvestment via your Advisor

How it Works?

Signup to Onboarding: Fast and Paperless

Account Sign-up ➜

Time: 5 min

Initiated By: Client

Activation Form Completion ➜

Time: 15 min

Initiated By: Client

Documents Checking ➜

Time: 5 min

Initiated By: Yottol

KYC Status Checking ⤸

Time: 5 min

Initiated By: Yottol

⤹ Activation for Transaction ➜

Time: 1 day

Initiated By: Yottol

Approval➜

Time: 5 min

Initiated By: Yottol

Investment

Time: 5 min

Initiated By: Client

How it Works?

Signup to Onboarding: Fast and Paperless

Account Sign-up

Time: 5 min

Initiated By: Client

Activation Form Completion

Time: 15 min

Initiated By: Client

Documents Checking

Time: 5 min

Initiated By: Yottol

KYC Status Checking

Time: 5 min

Initiated By: Yottol

Activation for Transaction

Time: 1 day

Initiated By: Yottol

Approval

Time: 5 min

Initiated By: Yottol

Investment

Time: 5 min

Initiated By: Client

Testimonials

The proof is in the pudding

Thomas Matthews, IT Director, Bangalore

Yottol is just at another level when it comes to customer service. They are professional, timely and place their customer’s interests first.

Shobna Patel, Travel Business, Rajkot

For a working woman like me, investing was difficult to understand although I always knew that I had to invest for my retirement age. The model risk portfolios of Yottol was a handy tool in developing my investment strategy.

Vipul Shah, Manufacturing Business, Ahmedabad

I had investments in mutual funds previously which were so dispersed and so manual in process that I faced huge issues in understanding my total portfolio. Yottol’s brilliant portfolio models worked.

Jagat Banerjee, Professor, West Bengal

Yottol is the first company which offered to import my old portfolios on to their platform, that too free of charge. Now I have all my mutual fund investments seggregated by goals.

Raja Iyer, Marketing Head, Chennai

Their dealings with me were very friendly, courteous and without the standard definations and answers that you get when you speak to any other customer services rep. I spoke to a real person in a conversational language.

FAQ & Knowledge Center

+ Is investing in Mutual Funds free?

Yes, investing in mutual funds is absolutely free. There are no account opening charges, transaction or maintenance fees. In the case of mutual funds, we earn through trail revenues the mutual fund houses pay us from their assent management fees.

Yottol will not charge you anything on top in any manner. So, essentially, mutual fund investing is free to the extent you would be charged the nominal fees from the mutual fund houses.

+ What services does yottol provide?

Yottol makes investing in mutual funds for a novice with no experience to an experienced person with years of mutual fund investing experience easy.

An investor can invest alongside our model risk portfolios, or create his/ her own customised portfolios or invest in single mutual funds.

Yottol has future plans to include ultra low cost stock broking as well as straight through insurance broking in time.

+ Is my money safe with yottol?

Yottol does not get involved in any way with investors money. We only act as transaction gateway for your mutual fund investments and our services are primarily to help manage portfolios of mutual funds. All funds are directly transacted between mutual funds and an investor.

Comprehensive Coverage?

All Mutual Funds Companies