Mutual Fund Investment Through WhatsApp: A Guide by Zerodha Fund House
At Zerodha Fund House, we believe technology can make investing simpler and more accessible and technology should be the bridge that makes finance more accessible and intuitive. This conviction led us to think about how we could bring investing closer and make it simpler for you. That's why we're excited to introduce an easy new way to invest in mutual funds with Zerodha Fund House – right inside WhatsApp!In this guide, you can learn how WhatsApp can be used for investing in mutual funds in just a few taps.
What is Mutual Fund Investment via WhatsApp?
We at Zerodha Fund House recently launched Mutual fund investing through WhatsApp, which simply means using WhatsApp to invest, track and manage mutual fund transactions. It can be done without installing any new app. This investment journey, unlike traditional text-based WhatsApp investment services, offers a more intuitive click-based interface, similar to an investment app within WhatsApp.
How to Start Investing with Zerodha Fund House on WhatsApp?
You can kickstart your investment journey directly on WhatsApp, whether you're a new or existing investor. Simply click here to begin. There's no need to install any additional apps; if you've never invested before.
You can now effortlessly invest, start SIPs, track your portfolio, redeem units, and access support – all without needing any other app.
- Invest with Ease: Make one-time investments in Zerodha Mutual Fund schemes, including applying for our New Fund Offers (NFOs), with just a few taps.
- Start SIPs on the Go: Begin your financial discipline by setting up monthly Systematic Investment Plans (SIPs) directly via WhatsApp.
- Instant Portfolio Tracking: Check your portfolio's current value and returns anytime, anywhere, in just a few taps.
- Access to Support: Reach our dedicated support team for any help or queries you might have.
It’s all happening inside WhatsApp on Zerodha Fund House channel. It is easy and built for people who want to keep it simple.
Is it Safe to Invest in Mutual Funds Through WhatsApp?
Yes your transaction is secure. Payments are made directly to the Zerodha mutual fund collection account, however It's important to always make sure:
- You are chatting with an officially verified account (Please make sure you always interact only with +91-9845335486 - the official WA number of Zerodha Fund House)
- You do not click on links sent from unknown numbers claiming to offer investment opportunities.
- Avoid using public Wi-Fi while transacting. These networks may often be unsecured, making it easy to intercept sensitive information like OTPs etc.
Final Thoughts
The primary goal of introducing mutual fund investing via WhatsApp is to make investing accessible for everyone. Whether you are starting small or managing existing investments, we wanted to offer a simple way for you to stay on top of investments. In case you want to understand more about the WhatsApp Investment journey or have more questions, you can refer to these FAQs on our website or contact support@zerodhafundhouse.com.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Please note that this article or document has been prepared on the basis of internal data/ publicly available information and other sources believed to be reliable. The information contained in this article or document is for general purposes only and not a complete disclosure of every material fact. It should not be construed as investment advice to any party in any manner. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. Readers shall be fully liable/responsible for any decision taken on the basis of this article or document.
Zerodha Asset Management Private Limited and/or Zerodha Mutual Fund (collectively referred to as ‘Zerodha Fund House’) operates independently of WhatsApp Inc. WhatsApp is a third-party platform, and this post and the usage of the service of WhatsApp does not imply any endorsement or partnership in any manner whatsoever with WhatsApp.
Published on 23rd July, 2025