Creso: SIPs and Mutual Funds

Creso Technologies

About this app

Made for you, and the expert you trust.
Whether you're just getting started or already investing, Creso helps you stay in control without feeling overwhelmed.
See all your investments in one place. Take the next step with ease. And stay connected with your distributor whenever you need.

Stay in Control
• Monitor your portfolio in real time: current value, absolute/percentage returns, and XIRR
• View holdings by: All Investments, Creso-linked, or External folios
• Explore mutual funds with in-depth, real-time insights

Invest with Ease
• Start SIPs or one-time investments in just a few taps
• Add multiple funds to a cart and check out in one go
• AutoPay and e-mandate support built in
• Redeem investments across internal and external folios

Manage Everything, Effortlessly
• Use a single login to manage your entire family’s portfolios
• Access and update your KYC profile and linked bank mandates
• Connect with your advisor via call, WhatsApp, or share features
• Track active SIPs, paused SIPs, and your full order history

Coming Soon
• Portfolio analysis
• Market insights and updates

What’s new

- Family View - view your family's investments together in one place and execute orders on their behalf.
- Know your risk appetite with the new Risk Profiling module.
- Track 1-day returns right on your portfolio summary.
- Download reports for capital gains and portfolio valuation.
- Minor bug fixes and UI enhancements for a faster, more reliable experience.