The journey is available for all KYC-verified investors and also enables first-time users to complete their onboarding and begin investing directly through WhatsApp.
FinTech BizNews Service
Mumbai, July 24, 2025: Zerodha Fund House, India’s digital-first fund house, today announced the launch of a seamless, app-like investing experience inside WhatsApp. This initiative empowers investors to buy, sell, and track their mutual fund investments with just a few taps, eliminating the need for a separate application.
Unlike traditional investment journeys that involve multiple app downloads or complex chatbot interactions, Zerodha Fund House's new feature offers a smooth, intuitive, and tap-based interface. The platform allows investors to start Systematic Investment Plans (SIPs), make lump-sum investments, and monitor their portfolios on the go. The journey is available for all KYC-verified investors and also enables first-time users to complete their onboarding and begin investing directly through WhatsApp.
Speaking on the launch, Vishal Jain, CEO of Zerodha Fund House, said, “We started the fund house with a core mission to simplify investing and make it more accessible for everyone. Today we're excited to introduce a simple new way to invest in mutual funds with Zerodha Fund House – right inside WhatsApp! This isn't just a new feature; it's a new way to think about managing your investments: conversational, intuitive, and always at your fingertips.”
Vaibhav Jalan, CBO of Zerodha Fund House, added, “Traditional WhatsApp-based journeys are centered around text-based chatbots, which many investors find difficult and cumbersome. We wanted to provide an interface that is instantly familiar and comfortable. By creating an app-like experience, we’ve built something that users can navigate visually and intuitively.”
This initiative aligns with Zerodha Fund House's core philosophy of leveraging technology to deliver transparent, cost-effective, and digital-first investment solutions. The WhatsApp investing facility is part of the fund house's ongoing commitment to innovation, simplicity, and putting the investor at the center of every decision.
