Service Details

At eazy2invest, we understand that choosing the right mutual fund can feel overwhelming. With hundreds of schemes, categories, and performance metrics to compare, investors often struggle to make informed decisions quickly. Our Funds at-a-Glance service is designed to solve this problem by offering a simple, smart, and highly intuitive way to view all essential mutual fund information in one place.

Funds at-a-Glance gives you a complete snapshot of every mutual fund—performance history, risk level, category details, benchmark comparison, portfolio composition, expense ratio, returns, and more. Instead of scrolling endlessly through charts and reports, you get a clean, well-organised summary that instantly helps you understand whether a fund aligns with your investment goals.

This feature is ideal for both beginners and experienced investors. If you’re just starting your mutual fund journey, Funds at-a-Glance helps you understand the basics at a glance—what the fund invests in, how it has performed over time, and what level of risk it carries. For seasoned investors, it provides quick access to detailed analytics that support smarter, faster investment decisions.

Our platform updates fund data regularly, ensuring that the information you see is accurate, reliable, and aligned with market trends. Whether you’re exploring equity, debt, hybrid, sectoral, or tax-saving funds, this tool allows you to compare performance and filter options effortlessly. This clarity helps you avoid guesswork and choose funds that truly match your risk appetite and long-term objectives.

With eazy2invest, convenience and transparency come first. That’s why Funds at-a-Glance has been designed to be easy to navigate on both mobile and desktop. You can check returns, evaluate fund managers, or review portfolio allocations within seconds—anytime, anywhere.

In a fast-moving financial world, timely insights can make all the difference. Funds at-a-Glance empowers you with the right information at the right time, helping you build a well-balanced and confident investment strategy. Start exploring your options today with eazy2invest and take control of your financial growth—one glance at a time.

At eazy2invest, we understand that choosing the right mutual fund from hundreds of options can be overwhelming. That’s why we created Our Favourite Funds—a carefully handpicked selection of high-quality mutual funds designed to simplify your investment decisions and guide you towards consistent, long-term growth.

Our Favourite Funds list is built through deep research, performance analysis, and continuous monitoring by our investment experts. Each fund is selected based on key parameters such as historical returns, risk management, consistency, fund manager expertise, portfolio quality, and long-term potential. This ensures you get access to some of the most reliable and trusted funds in the market without having to spend hours researching.

Whether you are a first-time investor or a seasoned wealth builder, Our Favourite Funds gives you a ready-made roadmap to invest smarter. Our list includes a diversified mix of categories—equity funds for aggressive growth, hybrid funds for balanced stability, and debt funds for safety and steady income. This helps you choose the right fund based on your financial goals, investment horizon, and risk profile.

What makes Our Favourite Funds truly unique is our commitment to transparency and simplicity. We don’t just recommend funds—we explain why each fund is selected, its investment objective, and how it fits into different life goals. This empowers you with clarity and confidence at every step of your investment journey.

We also track fund performance regularly to ensure the list stays updated with the best options available. If market conditions change or a better opportunity arises, we refine our recommendations so your investments remain aligned with evolving trends.

With Our Favourite Funds, you don’t need to be a financial expert to make smart choices. You get access to tailored, research-backed fund recommendations that save time, reduce confusion, and help maximize returns.

At eazy2invest, our mission is to make investing simple, accessible, and rewarding. Our Favourite Funds is your shortcut to high-quality investments—curated with care, backed by research, and designed to grow your wealth confidently.

* The above analysis is based on the schemes available for online purchase on this website

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This investment risk questionnaire has been thoughtfully designed to help you understand the different types of risks involved in investing and how they relate to your personal financial situation. Every investor is unique, and the way you feel about market movements, potential losses, and long-term growth plays an important role in shaping an effective investment strategy. By going through these questions, you will gain better clarity about your own comfort level with risk and how much uncertainty you are willing to accept in pursuit of financial growth.

The questionnaire explores several aspects of your financial and emotional approach to investing. It looks at factors such as your investment goals, time horizon, financial responsibilities, past experience with investments, and how you typically react during market ups and downs. Together, these insights help define your overall risk profile—whether you prefer stable, low-risk options or are open to higher-risk investments that may offer greater long-term rewards.

Your answers will also help determine the level of security you expect from your investments. Some individuals prioritise protecting their capital, while others aim for aggressive growth. Understanding these preferences allows your financial adviser to recommend options that truly align with your expectations and lifestyle needs.

It is important to answer each question honestly and thoughtfully. This is not a test, and there are no right or wrong responses. Instead, the questionnaire acts as a guiding tool to ensure your investments match your comfort level and long-term objectives. A well-defined risk profile protects you from making emotional decisions during market volatility and ensures that your investment plan remains practical and sustainable.

Once completed, your financial adviser will use your responses to develop a customised investment strategy tailored specifically to your goals—whether they include wealth creation, retirement planning, education funding, or financial security. This personalised approach helps ensure your portfolio remains balanced, diversified, and suitable for your individual circumstances.

Taking a few minutes to complete this questionnaire will provide clarity, direction, and confidence as you move forward in your investment journey. It is an essential first step toward building a strategy that supports both your financial aspirations and your lifestyle priorities.