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 personal, HUF and family portfolios with ease
• 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
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
- Manage your account - update your details or add new bank and nominee information anytime.
- Your home page now shows a detailed breakdown of your asset allocation - see your split across Indian Equity, Debt, Commodity, and Global, with a deeper view within each category.
- Authorisation Email and SMS notifications now open within the app.
- Added search and filter functionality or holdings.
- Minor bug fixes and UI enhancements for a faster and more reliable experience.
Version 1.33.0
The developer, Creso, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Creso Technologies Private Limited
Size
89.9 MB
Category
Finance
Compatibility
Requires iOS 16.4 or later.
iPhone Requires iOS 16.4 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.