Milestones2Wealth-Smart Value app icon

Apps Like Milestones2Wealth-Smart Value for iPhone and iPad

Enroll, invest, and track your portfolio

Enroll in mutual funds, track investments, and view portfolio performance. Set recurring contributions and receive alerts. Access account statements and manage holdings. Sync with financial goals and monitor market trends.

by Smart Value Equisearch Private Limited★ 5.02 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. CRVJ Investment Services app icon

    CRVJ Investment Services

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  2. Wealthcube Endeavours app icon

    Wealthcube Endeavours

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.

    ★ 4.85 ratingsFinanceFreeData updated 2026-09-06
  3. Enrichwise Premium Wealth App app icon

    Enrichwise Premium Wealth App

    Enrichwise Consultancy Services Private Ltd

    Manage mutual funds, equity shares, bonds,

    Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  1. Akta Wealth app icon

    Akta Wealth

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. AUTUS WEALTH app icon

    AUTUS WEALTH

    AUTUS WEALTH PRIVATE LIMITED

    Track investments and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  3. DP TradeKING - MF app icon

    DP TradeKING - MF

    DP TRADE KING PRIVATE LIMITED

    Track portfolio, manage assets, view reports

    Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  4. Banconus app icon

    Banconus

    BANCONUS FINSERV PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  5. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage investments

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. Bellwether app icon

    Bellwether

    Bellwether Associates LLP

    Track assets and manage your portfolio

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  7. Finomatic app icon

    Finomatic

    FINOMATIC FINTECH SERVICES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  8. MF - Bonanza app icon

    MF - Bonanza

    Bonanza Portfolio Limited

    Track portfolio, view reports, manage investments

    Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  9. Bullbox app icon

    Bullbox

    MANGO LEEF TECH LABS PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  10. Symphonia Wealth app icon

    Symphonia Wealth

    SYMPHONIA WEALTH PRIVATE LIMITED

    Track assets and manage your portfolio

    View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.

    ★ 4.97 ratingsFinanceFreeData updated 2026-09-06
  11. Y S Capital app icon

    Y S Capital

    Y S CAPITAL

    Track investments and manage portfolio assets

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  12. Aster Assets app icon

    Aster Assets

    ASTER ASSETS LLP

    Track and download portfolio reports

    Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports. Download complete portfolio data. Access transaction statements for any period. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  13. PENTAGRAPH app icon

    PENTAGRAPH

    PENTAGRAPH PARTNERS

    View portfolio, track investments, manage assets

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  14. The Money Mart app icon

    The Money Mart

    THE MONEY MART

    Track assets and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  15. DISHAFI app icon

    DISHAFI

    DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED

    Manage mutual funds, equity shares, and bonds

    Manage and monitor financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Generate portfolio reports, view historical performance, and access transaction statements.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  16. Betamfwala app icon

    Betamfwala

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.