Goal-led portfolio view
Track SIPs, progress, and mutual fund holdings around real investor goals.
Moneylal mutual fund platform
Website under development. No transaction allowed till further notice.
Plan disciplined mutual fund journeys with goal tracking, risk awareness, investor tools, and a secure digital portal being built for Moneylal.
About Moneylal
Why Choose Moneylal?
Guidance, compliance, tools, and learning come together in one investor journey for clearer mutual fund decisions.
Secure and regulated
AMFI Registered Mutual Fund Distributor strictly follows AMFI guidelines for Mutual Fund Distribution.
Smart tools
SIP calculators, risk profile reviews, forms, statements, and reporting paths.
Learning support
Research cards, disclosures, documents, and educational investor guidance.
Moneylal Portfolio
₹18.42L Absolute return +14.8%Digital Investor Portal
Invest anytime, anywhere
Access goals, portfolio activity, SIP checks, statements, and service support from a connected web and mobile experience.
- Portfolio and performance review
- Goal-tagged SIP and order workflows
- Reports, statements, forms, and ticket support
Investor Tools
Start with a clearer money decision.
The Moneylal platform is being prepared with SIP, lump sum, SWP, step-up SIP, retirement corpus, and EMI versus SIP comparison tools.
Learning Hub
Build confidence before every next step.
Review scheme documents, investor disclosures, portfolio concepts, and service guidance before moving from learning to action.
Contact Moneylal
Use this preview to review design and workflows while the full service platform is being developed.
About Moneylal
Moneylal is a digital mutual fund distribution portal founded by Nikhil Suhas Patkar, an AMFI Registered Mutual Fund Distributor having ARN-90026. His initial ARN registration was on 21 June 2013, and the current validity is up to 05 December 2028.
Nikhil Suhas Patkar has rich experience of 20+ years in taxation, finance, life insurance, and 13+ years mutual fund distribution. He started his professional career in the field of taxation in 2005 as a Tax Practitioner. In the same year, he also joined ICICI Prudential Life Insurance Company Limited as an Life Insurance Advisor and continues to be associated with taxation practice and life insurance advisory.
In 2013, he successfully cleared the AMFI Mutual Fund Distributor examination and started his journey as a Mutual Fund Distributor. Today, he is directly associated with 40+ Asset Management Companies (AMCs) for the distribution of various mutual fund products.
The founder of Moneylal brings a unique combination of knowledge in taxation, finance, insurance, and investment distribution. This practical experience helps investors understand mutual fund products in a better and more responsible manner.
At Moneylal, we believe in providing investor-friendly, transparent, and guideline-based mutual fund distribution services. Since mutual fund investments are subject to market risks, investors must carefully understand the scheme-related documents, risk factors, investment objectives, and suitability before investing.
Moneylal strictly follows applicable AMFI and SEBI guidelines while distributing mutual fund products of various AMCs.
Disclaimer
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Returns are not guaranteed, and the risk of investment shall be borne by the investor. Moneylal acts as a mutual fund distribution platform and does not guarantee any assured return.
Services
Moneylal services
Simple, practical support for mutual fund investors and families planning long-term financial goals.
Mutual Fund Distribution
Access mutual fund schemes through an AMFI Registered Mutual Fund Distributor.
Contact UsSIP Investment Assistance
Start or review systematic investment plans as per your goal and risk understanding.
Know MoreLumpsum Investment Assistance
Plan one-time investments with suitability, time horizon, and risk awareness.
Contact UsELSS / Tax Saving Mutual Funds
Understand ELSS options for tax-saving investment planning.
Know MoreGoal Based Investment Planning
Connect investments with goals such as education, retirement, and future needs.
Know MoreRetirement Planning
Estimate retirement corpus and disciplined investment requirements.
Know MoreChild Education Planning
Review future education cost and SIP or lump sum requirements.
Know MorePortfolio Review
Review allocation, goal fit, and service follow-up in a structured manner.
Contact UsRisk Profiling
Complete a preliminary risk profile before discussing investment suitability.
Start Risk ProfilingClient Onboarding Support
Get help for KYC, forms, documentation, and onboarding steps.
Start InvestingLife Insurance Advisory
Receive guidance connected with protection and family financial planning.
Contact UsFinancial Awareness / Investor Education
Learn key concepts before taking investment decisions.
Know MoreContact
Contact Moneylal
Send your enquiry to Moneylal. This MVP stores the enquiry for admin review and future email/CRM integration.
Risk Profiling
Preliminary client risk profile
Answer these questions for a first-level understanding before proper discussion and suitability assessment.
Partner With Us
Build a Moneylal partner desk.
Choose the option that matches your current stage. Existing ARN / EUIN holders can submit onboarding details, and new persons can request guidance for starting their mutual fund distribution journey.
Existing ARN / EUIN HolderOnboarding review for registered distributors
Person Without ARNGuidance request for new entrants
Existing ARN / EUIN Holder
Submit your ARN and EUIN details for Moneylal partner onboarding review. The Moneylal team will verify documents before activating any partner login.
Person Without ARN
Want to Start Mutual Fund Distribution Career?
If you do not have ARN but want to start your career in Mutual Fund Distribution or want to associate with Moneylal, please submit your details. Our team will guide you about the process, eligibility, examination, registration, and onboarding.
Mutual Funds
Mutual Fund Houses / AMCs
Select an AMC to view its mutual fund schemes and key scheme details.
AMC / Mutual Fund House Names
Click any AMC name to open its scheme details page.
Loading AMC master list.
Disclaimer: The mutual fund scheme details displayed here are taken from publicly available sources including AMFI website. Investors are advised to verify the latest details directly from the AMFI website or respective AMC website before making any investment decision. Mutual fund investments are subject to market risks. Please read all scheme related documents carefully.
Scheme Details
Select an AMC
Click any AMC name to view scheme details.
No AMC selected.
Disclaimer: The mutual fund scheme details displayed here are taken from publicly available sources including AMFI website. Investors are advised to verify the latest details directly from the AMFI website or respective AMC website before making any investment decision. Mutual fund investments are subject to market risks. Please read all scheme related documents carefully.
Start Investing
Investor signup / registration
Submit basic details so Moneylal can assist with KYC-related process and mutual fund investment guidance.
Tools
Calculator
Use these calculators for educational planning estimates. Results are illustrative and based on assumed inputs.
Calculator results are for education and illustration purposes only. Mutual fund returns are market-linked and not guaranteed. Actual returns may vary depending on market performance. Please read all scheme-related documents carefully and consult your financial advisor before making any investment decision.
Tools
Reports
This section will be available soon.
Tools
Risk Profile
This section will be available soon.
Tools
Forms
This section will be available soon.
Tools
Learning Hub
This section will be available soon.