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Zerodha Mutual Fund Launches ETF Tracking Inside WhatsApp

Bengaluru/Mumbai: Zerodha Mutual Fund (“Zerodha MF”) has launched an industry first offering: Integrated ETF Tracking within WhatsApp interface – Founder of smallcase, Anugrah Shrivastava said in a post on LinkedIn.
This new offering allows investors to view their entire Zerodha MF portfolio – including both mutual Funds and Exchange Traded Funds (ETFs) – in one unified, app-like dashboard without leaving WhatsApp.
While the Zerodha MF recently introduced the ability to buy, sell, and track mutual funds via a tap-based WhatsApp interface, the inclusion of ETF tracking is a notable step in increasing convenience. Normally, tracking ETF holdings required investors to log into separate brokerage applications or demat accounts. With this update, the Zerodha Asset Management Private Limited (“Zerodha AMC”) becomes the first AMC in India to bring visibility of ETF holdings directly into WhatsApp interface, making portfolio monitoring seamless and easy.
Some of the key highlights of the new feature include:
1. Unified Dashboard: An investor can see the entire Zerodha MF’s portfolio – Mutual Funds and ETFs (Equity, Debt, and Commodities) – in one place.
2. Seamless Transactions: Buy and sell ETFs directly from WhatsApp. Powered by the smallcase Gateway, users can connect to any major Indian broker and execute orders without leaving WhatsApp.
3. Zero Friction: No new apps to download. It is a 100% tap-based interface built right into WhatsApp.
Vishal Jain, CEO of Zerodha AMC, commented, “Our goal has always been to meet investors where they are. By bringing ETF tracking directly to WhatsApp, we are removing an additional layer of friction for investors. You shouldn’t have to jump between different apps to know how your investments are doing. This feature makes tracking a diversified, multi-fund portfolio truly simple and intuitive.”