CURATEMYMONEY

CURATEMYMONEY

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Details about CURATEMYMONEY

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Version History of CURATEMYMONEY

1.6.8

August 1, 2024

- Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue

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1.6.2

May 28, 2024

- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update

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1.6.0

April 1, 2024

- Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update

More

1.5.6

December 19, 2023

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

More

1.5.4

December 14, 2023

Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes

More

1.1.5

April 3, 2023

Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update

More

1.1.3

February 20, 2023

​New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved

More

1.1.2

November 25, 2022

Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases, Improvement on few screens, Other Improvement on UX, General Update

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1.1.0

August 8, 2022

User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix

More

1.0.8

May 22, 2022

Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy Download, FATCA Issue Resolved, Other General Update, Other Crash & Bug FixCrash Fixes, Bug Fixes and UI Improvements

More

Price History of CURATEMYMONEY

Description of CURATEMYMONEY

CURATEMYMONEY is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performance of your Portfolio easily - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator
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CURATEMYMONEY: FAQ

Is the software for CURATEMYMONEY compatible with iPads?

Yes, CURATEMYMONEY works on iPad devices.

Who launched the CURATEMYMONEY app?

CMM Investment Services Private Limited developed the CURATEMYMONEY app.

What is the minimum iOS version supported by CURATEMYMONEY?

The minimum iOS requirement: 15.0.

How do users rate the app?

There are no ratings available for CURATEMYMONEY at the moment.

What is the primary genre of the CURATEMYMONEY app?

The Primary Genre Of The Curatemymoney App Is Finance.

What is the latest version of CURATEMYMONEY?

The latest CURATEMYMONEY version released is 1.6.8.

When did the last CURATEMYMONEY update come out?

The latest CURATEMYMONEY update was rolled out on October 6, 2024.

When did CURATEMYMONEY get launched?

The CURATEMYMONEY app launched on February 5, 2023.

What is the content advisory rating of the CURATEMYMONEY app?

The CURATEMYMONEY app contains no objectionable material and is suitable for children aged CMM Investment Services Private Limited.

What languages does CURATEMYMONEY support?

You can use the CURATEMYMONEY app in English.

Is CURATEMYMONEY part of the Apple Arcade gaming experience?

No, CURATEMYMONEY is not on Apple Arcade.

Is CURATEMYMONEY integrated with in-app purchases?

No, CURATEMYMONEY does not integrate in-app purchases for users.

Does CURATEMYMONEY support Apple Vision Pro compatibility?

No, CURATEMYMONEY does not support compatibility with Apple Vision Pro.

Does CURATEMYMONEY incorporate ads within the app?

No, CURATEMYMONEY does not incorporate ads within the app.

Screenshots of CURATEMYMONEY

CURATEMYMONEY screenshot #1 for iPhone
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CURATEMYMONEY screenshot #5 for iPhone
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