# Creso: SIPs and Mutual Funds — Investments, guided by experts

> Investments, guided by experts (iPhone/iPad app by Creso.)

- Source: https://appshunter.io/ios/app/creso-sips-and-mutual-funds/id6745787516 (this page in markdown: same URL + `.md`)
- Developer: [Creso](https://appshunter.io/developer/1813869740)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 16.4 · 86 MB
- Languages: American English
- Released: 2025-06-05
- Data updated: 2026-08-17
- User reviews in markdown: https://appshunter.io/ios/app/creso-sips-and-mutual-funds/id6745787516/reviews.md

## What is Creso?

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


## Version history (last 5 releases)

### 1.35.0 — 2026-08-16

- 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.

### 1.34.0 — 2026-08-01

- Step Up SIP introduced on fresh and existing registrations
- Minor bug fixes and UI enhancements for a faster and more reliable experience

### 1.33.0 — 2026-07-25

- 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.

### 1.32.0 — 2026-07-08

- New KYC flow for non-KYC users with instant approvals in under 5 minutes.
- Minor bug fixes and UI enhancements for a faster, more reliable experience.

### 1.31.0 — 2026-06-16

- No more entering your UPI ID, simply choose your preferred UPI app to pay.
- Improved mandate setup with clearer authorization details.
- Create physical mandates directly from the app.
- We now show when a bank does not support net banking payments.
- Minor UI fixes and improvements.

## Apps similar to Creso

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Wealthy: Stocks & Mutual Funds](https://appshunter.io/ios/app/wealthy-stocks-and-mutual-funds/id1222950243) | 5.0 (4) | Free | Finance |
| [Wylth Pro](https://appshunter.io/ios/app/wylth-pro/id6503596202) | — | Free | Finance |
| [Wealthy Partner - MFDs & IFAs](https://appshunter.io/ios/app/wealthy-partner-mfds-and-ifas/id1585943279) | — | Free | Finance |
| [FundsIndia Partner Desk](https://appshunter.io/ios/app/fundsindia-partner-desk/id6746410889) | — | Free | Finance |
| [Novelty Wealth: AI for Finance](https://appshunter.io/ios/app/novelty-wealth-ai-for-finance/id6744095823) | — | Free | Finance |
| [Finny: know your FIRE Age](https://appshunter.io/ios/app/finny-know-your-fire-age/id6746444901) | — | Free | Finance |

## More apps by Creso

- [Creso Partner](https://appshunter.io/ios/app/creso-partner/id6754884038)

All apps by Creso: https://appshunter.io/developer/1813869740

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-17.*