Milestones2Wealth-Smart Value

Finance

Free · Designed for iPad

Enroll | Invest | Track Milestones2Wealth utilizes the power of today's digital world and adds the much-needed personal touch to your wealth creation journey. At Milestones2Wealth, our client relationship approach is all about synergy. We ensure that our investment universe is aligned with your requirements. A dedicated app for all your Mutual Fund needs. A simple and easy way to invest in Mutual Funds. Who do we serve RETIREES: Don’t spend your golden years shuffling through investments, brokers, and agents. Milestones2Wealth has a one-stop solution for your nest egg. Invest across mutual funds, bonds, and deposits at no additional cost to you! YOUNG WORKING PROFESSIONALS: Want to start saving from your first salary? You can test the waters with a small investment of a few thousand rupees per month. Milestones2Wealth is a pocket-friendly option for you to create wealth! Experience our no fee, online model. CORPORATES: Manage your working capital better. Milestones2Wealth has the perfect solutions for cost-conscious growing businesses. CONSERVATIVE INVESTORS: Looking for straightforward long-term safe investment options? Milestones2Wealth has helped conservative investors find their fit in mutual funds,bonds, and deposits at zero fees. SERVICE OFFERINGS Mutual Funds SIP & Lump Sum strategies across debt, equity, hybrid, and gold schemes. Fixed Deposits: High quality, safe, corporate deposits. Bonds: Marquee bonds in primary and secondary markets. BENEFITS OF WORKING WITH ITHOUGHT Client-centric Trained Professionals Affordable Online & Offline Options Instant SIP: Once you are registered. It takes less than a minute to start a SIP. SIP Calculators: With the help of our calculators plan your investment needs to achieve your Financial Goals. With Milestones2Wealth, you just need to sit back, relax and watch your money grow !!

  • 5.0
    out of 5
    2 Ratings

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

The developer, Smart Value Equisearch Private Limited, 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 Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Seller
      • Smart Value Equisearch Private Limited
    • Size
      • 95.6 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 16.0 or later.
      • iPhone
        Requires iOS 16.0 or later.
      • iPad
        Requires iPadOS 16.0 or later.
      • Mac
        Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © 2025 Milestones2Wealth