How it works

Scripbox recommends just 10 funds in 4 categories

Scientifically selected without bias

For the long-term

(> 5 years)

4
Equity funds

For the short-term

(< 5 years)

3
Debt funds

To reduce your tax

(3-year lock-in)

2
Tax-saving funds

For daily spending

(Get a debit card)

1
Debt fund

And also help you switch from old to new funds with just one-click

Here's what we do throughout the year for you

Every Day
  • Actionable insights to save and grow your money
  • Automating your investments
  • Tracking your investment and withdrawal instructions
  • A snapshot of your investments - on your phone or the web
  • Keeping an eye on our recommended funds
Every Month
  • Monthly update on your investments
  • Investment plan renewal reminders - if you forget
Throughout the Year
January
  • New recommendations for equity funds
  • Prompt to migrate long-term investments from old to new funds
February
  • Investment proofs for tax saving
March
  • Annual review of tax saving funds
  • Capital gains statement for advance tax payment
April
  • New recommendations for tax saving funds
  • Prompt to migrate long-term investments from old to new funds
May
  • Capital gains statement for annual income tax filing
June
  • Capital gains statement for advance tax payment
July
  • Prompt to migrate long-term investments from old to new funds
August
  • You go on holiday knowing that we're working for you
September
  • Capital gains statement for advance tax payment
October / Novemeber
  • Celebrate the festivals while we look after your money
December
  • Capital gains statement for advance tax payment
  • Annual review of recommended equity portfolio
We are there whenever you need us
  • We are your single point of contact across all mutual fund companies
  • Available on the phone 8am to 8pm, also on e-mail and chat