Funds4Me SIP in Mutual Funds on
your own like a PRO!

Powerful Tools to make informed decisions...BEFIKAR!

Invest Successfully in
Direct Plans With Funds4Me

Choosing Direct Plans allows you to earn 1 to 2% higher returns on a CAGR basis.

With Funds4Me you have the insights, guidance and tools to invest in a well diversified portfolio of funds that outperform their benchmarks.

This means you earn higher returns without needing any intermediaries.

Funds4Me

List of carefully selected funds tailored to your profile
to build a well-diversified portfolio!

Build a portfolio of top-rated funds, carefully selected by experts to effectively manage risk and returns. In their category, these will be the best funds outperforming their benchmarks!

Take your MF Investing to next level!
Our intelligent tools give you clear straightforward answers

1. Fund X-Ray & Rating

Make better decisions & compare funds with ease. Check ratings on outperformance consistency and holding quality.

2. Fund Screener

Find the top-class funds with ease in any category using unique rating system.

3. Fund Portfolio Analayzer

Our Fund Portfolio Analyzer helps you understand your fund(s) portfolio strengths and weaknesses better.

Price
Monthly Subscription	~~₹169~~ ₹129 /Month	Subscribe Now
	~~₹ 1,499~~ ₹ 999 /Year	Subscribe Now

Upgrade to Alpha Plus to get the complete toolkit

Alpha MF + Alpha Stocks + Financial Planning Tool

1. Financial Planning Tool: To set goals and make a Plan to achieve them

Whatever you are looking forward to, just setting your goals can increase your chances of achieving it by 33%. And making a Financial Plan converts your dreams into reality

2. Alpha Stocks: To invest in stocks successfully

Alpha Stocks - answers the 3 essential question

1. Is it the Right Stocks? 2. Is it the Right Price? 3. Is it the Right Time? So you make informed Buy-Sell-Hold decisions and build a strong stock portfolio

With Alpha Plus you can put into action everything required to make the 5-Step journey to your Financial Freedom as explained in "How the Heck to Invest and Reach Nirvana" by Raymond Moses-Founder.

MoneyWorks4Me Alpha Plus

Goals + Plans and Intelligent Data-driven Investing

Price
Monthly Subscription	~~₹333~~ ₹ 249 /Month	Subscribe Monthly
Your subscription will automatically renew every month. Before the start of each renewal, you will be notified.
Yearly Subscription	~~₹3,999~~ ₹2,499 /Year	Subscribe For 1 Year
Also get the copy of "How the Heck to Invest and Reach Nirvana". *Free Book only with Yearly Subscription

Implement Investment Plan intelligently using Alpha Stocks and Alpha MF.

Whether you chose to invest in Stocks or SIP in Mutual Funds or Both you need the Right Tools to Invest Successfully and Reach your Goals.

You need Alpha Plus
The complete intelligent data-driven investing solution To Plan, Invest in Stocks and Mutual Funds, and Achieve your Goals

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If you have a larger portfolio and you'd prefer to manage it with expert help; check out two alternate ways of working with us

Invest with guidance from our Equity Analysts

MoneyWorks4Me Superstαrs

Research-guided Investing

Guidance from Equity Research Analyst to invest with confidence and reach my goals

Expert insights and recommendations along with tools to make informed investing decisions

Check out Superstαrs

Work one-on-one with an Investment Advisor

MoneyWorks4me Omega

DIWM Collaborative Investing

Working closely with an Investment Advisor and receiving guidance at every step to ensure I reach my goals joyfully

Customized recommendations to build and manage my portfolio and an agreed Process+System to collaborate effectively

Talk to our Advisor

Cancellation and Refund Policy

FAQ's

What are the Color-coded tags or buttons that accompany every fund?

Every fund is assessed on the following:

Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
The average 3-year rolling returns number appears in the first button.
Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.

How do you select the fund for SIP?

Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.

How do you find the best funds within a category?

Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.

How do you build a portfolio with funds?

Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.

Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
Booster Funds
1. Choose from Mid and Small cap funds.
2. Select a Sector or Thematic Fund that is likely to outperform in the long term.

How do you analyze your current fund portfolio?

Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.

What must you be careful about when add a new fund to your existing portfolio?

When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.

What are the main problems in a Fund Portfolio?

Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.

Invest in funds that consistently outperform the benchmarks!