UTI Buddy
UTI Buddy Summary
UTI Buddy is a mobile Android app in Finance by UTI Mutual Fund. Released in Jul 2015 (10 years ago). It has about 96.2K+ installs and 1.6K ratings with a 4.40★ (good) average. Based on AppGoblin estimates, it reaches roughly 9.9K monthly active users . Store metadata: updated Feb 11, 2026.
Recent activity: 1.8K installs this week (2.2K over 4 weeks) showing exceptional growth View trends →
Store info: Last updated on Google Play on Feb 11, 2026 .
4.4★
Ratings: 1.6K
Screenshots
App Description
A Mobile and Tablet App for Independent Financial Advisors of UTI AMC Ltd..
Where folks have friends and guides, our Mutual Fund Distributors (MFD)/ Partners have UTI Buddy to help them efficiently grow their business and provide “Financial Planning” easily to their customers completely digitally. The primary objective of this mobile app is to enable and empower our MFD/partners to do what they do best – financial planning, by providing a complete suite of financial transactions, along with tracking of status, non-financial transactions, tools, planners, business insights, and more.
You can - Recommend a scheme to an investor, Register a SIP / Step-Up SIP mandate, Initiate any transaction on schemes invested in, View your commission structures and statement, Track recommendation status, View customer portfolio, get an overview of all systematic transactions, and stay updated with product and market information.
The Main Features of the New Buddy App are:
1. Onboarding and Investor Management:
Digital KYC: Enable MFDs to onboard new investors through a digital KYC process, reducing paperwork and making the onboarding process more efficient.
Portfolio Management: Provide tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance.
2. Transaction Management:
Multi-Transaction Capability: This allows MFDs to execute transactions in multiple schemes in one go, thereby saving time.
Two-Step Transaction Confirmation: A two-factor authentication and confirmation process ensures accurate and secure transactions
3. Transaction Visibility and Tracking:
•Transaction Status Timeline: Display a clear timeline of transaction initiation, processing, and completion to keep both MFDs and investors informed about the status of their transactions.
4. Innovative Solutions for MFDs:
Calculators: Provide financial calculators to help MFDs and investors estimate returns, risk profiles, and investment goals.
Pre-Curated Scheme Packs: Offer ready-made investment bundles designed for specific risk profiles and goals.
MFD choice and favorites to help with quick recommendations
5. Interactive Distributor Dashboard and Analytics:
Empowering business growth with real-time insights on growing and retaining business from their customers
5. Security and Compliance:
Secure Aut