Free
About
This app simplifies wealth creation by offering a personal approach to investing in mutual funds, bonds, and deposits. It provides tools like SIP calculators and instant SIP setup to help users achieve their financial goals. Designed for various investor profiles, it aims to make managing your money easy and accessible.
✓Invest in Mutual Funds (SIP & Lump Sum)
✓Fixed Deposits and Bonds
✓Instant SIP setup
✓SIP Calculators
✓Personalized client approach
✓Online and offline investment options
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What's New in Milestones2Wealth
5.6.3
October 29, 2026
- Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Revamped Financial Calculators & improved Goal Reports - Improved MF Central, Portfolio Reports & Navigation - Improved Notifications, Multi-language, KYC & Risk Profile - Improved CRM integration & Dashboard experience - Performance improvements with bug & crash fixes
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FAQ
What types of investments does Milestones2Wealth offer?
Milestones2Wealth offers investments in Mutual Funds (SIP & Lump Sum strategies across debt, equity, hybrid, and gold schemes), Fixed Deposits (high quality, safe, corporate deposits), and Bonds (marquee bonds in primary and secondary markets).
How quickly can I start an SIP with Milestones2Wealth?
Once registered, it takes less than a minute to start an SIP with Milestones2Wealth, allowing for instant SIP setup.
Does Milestones2Wealth charge any fees for its services?
Milestones2Wealth offers a no-fee, online model for young working professionals and zero fees for conservative investors, making it an affordable option for wealth creation.
What tools are available on Milestones2Wealth to help plan investments?
Milestones2Wealth provides SIP Calculators to help users plan their investment needs and achieve their financial goals. This aids in visualizing potential growth and planning accordingly.
Is Milestones2Wealth suitable for retirees?
Yes, Milestones2Wealth provides a one-stop solution for retirees' nest eggs, allowing them to invest across mutual funds, bonds, and deposits at no additional cost.
What devices is Milestones2Wealth available on?
Milestones2Wealth is available on iPhone and iPad devices, catering to a wide range of Apple users looking to manage their finances.
How often is Milestones2Wealth updated?
The latest version of Milestones2Wealth is 5.6.3, and it was last updated on October 29, 2026. This indicates a commitment to regular updates and improvements.
What is the user sentiment for Milestones2Wealth?
Milestones2Wealth has received an excellent rating of 5.0 stars from 4 ratings, suggesting a very positive user experience and satisfaction with the app's services.
