About Us

A company turning ideas into beautiful things.

Unique Dreams deserve Unique Plans. We’re the bridge between where you are and where you want to be.

Started in 2020, Book My Funds is One of India's fast growing Mutual Fund Distributor with a presence spread across India. At Book My Funds, we aim to reach out to the common man and extend the opportunity to create wealth through an empowered network of financial products. To customers, Book My Funds offers a complete platform with a wide range of products and services catering to their investment needs.

Book My Funds shares the passion of the founders and focuses on need-based, right-selling that puts investors’ interests first and follows age-old principles of wealth management.

With our flagship solution Book My Fund App, we strive to deliver an experience that is Simple, 100% Online and with hand-holding by Dedicated Distributors.

How It Works?

Everything you need on creating a business process.

1

Client Onboarding

Knowing your Financial Goals.

2

Portfolio Construction & Recommendation

Planning the best way of achieving your Financial Goals.

3

Portfolio Implementation

Putting the Plan into Action.

4

Portfolio Review and Rebalancing

Continuously monitoring your progress and making strategic and tactical changes.