Milestones2Wealth Mutual Fund

Smart Value Equisearch Private Limited

About this app

Milestones2Wealth App is Portfolio Tracking App only for Clients of Smart Value Equisearch Private Limited.

Our clients can login here and track their investments in various instruments such as :

1. Mutual Funds
2. Shares
3. Fixed Deposits
4. Other Assets like Real Estate, PMS etc.

The app provides a snapshot of your current investments as well as details of the scheme wise investments. You may download portfolio reports also.

Online investments in mutual fund schemes is also available :

Users may view and invest in:

1. Top Performers of Mutual Funds
2. New Funds Offers (NFO)
3. Top SIP Schemes

Simple financial calculators are provided to view the power of compounding over time.

These included:
- Retirement Calculator
- Education Fund Calculator
- Marriage Calculator
- SIP Calculator
- SIP Step up Calculator
- EMI Calculator
- Lumpsum Calculator

Suggestions and Feedback may please be sent to [e-mail]

Ratings and reviews

wonderful app easy to access and get the job done

App has some bugs now especially in notifications and during transactions

App is working fine. But the problem I'm facing is I have taken a SIP tax saving fund starting from 2019. Few of those funds are released by now as it crossed 3 years locking period. But when I checked for the outstanding units, it is showing everything. So I'm unable to redeem the amount which Is released. Can you guys work on that?

What’s new

- Enhanced security with VAPT fixes, SSL Pinning & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Added Cancel Order in NSE Invest Track Order
- Added Last Financial Year export option
- Improved Financial Calculators & Goal Reports
- Improved MF Central, Portfolio Reports & Sharing
- Improved Notifications, Navigation, KYC & Risk Profile
- Improved Broker Dashboard & CRM integration