Coin by Zerodha - Mutual funds 2.7.5

Trusted by over 13 million clients managing investments worth more than ₹3.5 trillion, Zerodha has established itself as a prominent player in the financial services sector. Its overarching goal is to enable clients to maximize their financial potential through effective investment strategies.

Zerodha Coin stands out as India's foremost zero-commission platform for direct mutual funds, facilitating investments exceeding ₹70,000 crore. Its features cater to both new and experienced investors seeking transparent and streamlined access to mutual funds and related financial products.

Key features of Coin include:

• Streamlined creation and automation of Systematic Investment Plans (SIPs).
• Access to direct mutual funds without any commissions.
• Investment options in the National Pension Scheme (NPS).
• Participation in New Fund Offers (NFOs).
• Complementary access to Zerodha's ecosystem products such as Sensibull, Tijori, Streak, Quicko, among others.
• Guided nudges designed to promote disciplined investing.
• A clean user interface free from spam, excessive gamification, and intrusive notifications.

For ease of investing, Coin offers several practical features:

• Create, modify, increase, or automate SIPs at your convenience without complication.
• Conduct transactions using various payment methods including UPI, NEFT, RTGS, and net banking.
• Set up Systematic Withdrawal Plans (SWP) for scheduled redemptions aligned with retirement objectives.
• Analyse scheme-specific and portfolio-level XIRR for performance insights.
• Review detailed scheme portfolios for informed decision-making.
• Automate SIPs seamlessly via eNach protocol.
• Invest across multiple asset classes such as equity, debt, hybrid funds, index funds, solution-oriented schemes, and flexible cap funds with minimal effort.

The platform also provides comprehensive reporting and analytical tools through its Console:

• Visual representations of investment growth via account value curves.
• Family Portfolio view to monitor combined holdings across relatives.
• Tax-ready reports and statements for compliance and planning purposes.
• In-depth portfolio analytics facilitating strategic reviews.

Customer support is accessible through various channels:

• Extensive educational resources available at support.zerodha.com covering all aspects of trading and investing at Zerodha.
• Direct assistance via zerodha.com/contact for personalized support inquiries.