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If you have a goal, We have a plan for it.

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Long Term Portfolio

A personalised mutual funds portfolio, diversified across equity, debt and gold for long-term growth.

10-12% with active growth
7+ years recommended duration
No lock-in
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Get a portfolio that’s invested in you.

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Short Term Portfolio

A personalised portfolio of debt mutual funds for all your short-term goals.

5.0% 5Y growth
1-5 years recommended duration
No lock-in
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Cash Management

A personalised mutual funds portfolio to park your extra cash and get better growth than a savings account.

5.20% 5Y growth
7-180 days recommended duration
No lock-in
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Tax Saver Plan

A personalised ELSS mutual funds portfolio that helps you grow wealth while saving taxes, the smart way.

11.30% 5Y growth 
5+ years recommended duration
Shortest lock-in of 3 years
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Emergency Fund

Be emergency ready, without having to break your FDs or affecting your long-term investments.

5.20% 5Y growth 
Easy withdrawal within 1 day 
No lock-in
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Invest for your Life Goals.

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Child Advantage

Say yes to your child’s dreams, with a customised investment plan, that will guide you at every step - investment, growth & withdrawal.

Clarity on how much you need
De-risked goal with glide path
No lock-in, tax optimised withdrawals
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Retire Confident

Maintain your current lifestyle, even after you stop working 9-5, with a personalised mutual funds portfolio.

10-12% historical growth
Recommendations based on your needs
No lock-in
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My First Crore

Your personalised mutual funds portfolio to help you build your First Crore, within a specified time period.

10-12% historical growth
Personalised financial plan
No lock-in
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Dream Planner

Plan for your next vacation, dream car, or your wedding, with a personalised mutual funds portfolio.

10-12% historical growth
Plan to help you achieve your dreams
No lock-in
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Frequently asked questions

Need more help? Start a conversation with our experts.

Why should I invest through Scripbox?

  • Goal-oriented Investing: Scripbox helps you plan and invest for various life goals, whether it's retirement, child education, buying a home, or more.
  • Growth Strategy: We offer different strategies that match your preferred growth style, whether you seek active growth, balanced growth, or a safer approach.
  • Portfolio Reviews: Our automated quarterly portfolio reviews ensure that you stay on track to achieve your goals on time.
  • Smart Tax-efficient Withdrawals: Benefit from our smart withdrawal feature, which helps you optimise your withdrawals in a tax-efficient manner.

Why should I invest in a plan?

Investing with a clear goal helps you make better decisions. Diversification is key when building a mutual funds portfolio. Instead of relying on just one fund, having a portfolio with different types of investments is important to reduce risk. Considering factors like growth, liquidity, and risk, an asset allocation approach provides a comprehensive strategy to reach your investment goals. At Scripbox, we believe in the power of investing for a well-defined goal with a diversified portfolio to make your investment journey successful.

How does Scripbox earn money?

Glad you asked. No fees, no hidden charges. We earn a small fee from the mutual fund companies. The exact commissions are on our Disclosures page, and you can see that it does not influence our fund recommendations.