# Milestones2Wealth-Smart Value > Personalized digital platform for investing in mutual funds, bonds, and deposits. (iPhone/iPad app by Smart Value Equisearch Private Limited.) - Source: https://appshunter.io/ios/app/milestones2wealth-smart-value/id1535010479 (this page in markdown: same URL + `.md`) - Developer: [Smart Value Equisearch Private Limited](https://appshunter.io/developer/1535010481) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 86 MB - Languages: American English - Released: 2021-09-10 - Data updated: 2026-08-16 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/milestones2wealth-smart-value/id1535010479/reviews.md ## What is Milestones2Wealth? 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 !! ## Key features - Mutual Fund investments (SIP & Lump Sum) - Fixed Deposits - Bond investments - SIP calculators - Instant SIP setup - Client-centric approach ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/milestones2wealth-smart-value/id1535010479/reviews.md ### 5/5 — Pretty good… *2025-09-02, version 5.3.0* Love this app… ### 3/5 — Issue *2025-09-01, version 5.3.0* Hangs when updating ### 5/5 — Simple uncomplicated portfolio tracking app *2021-10-07, version 2.0.2* Works as intended. Not issues on the ui. Works seamlessly. ## Frequently asked questions about Milestones2Wealth ### What types of investments can I make with Milestones2Wealth? Milestones2Wealth allows investments in Mutual Funds across debt, equity, hybrid, and gold schemes, as well as Fixed Deposits and Bonds in both primary and secondary markets. ### Is Milestones2Wealth suitable for beginners? Yes, Milestones2Wealth is designed to be simple and easy to use, making it a pocket-friendly option for young working professionals starting their investment journey with small monthly investments. ### How quickly can I start a SIP with Milestones2Wealth? Once registered, it takes less than a minute to start a SIP with Milestones2Wealth, offering an instant SIP feature for registered users. ### Does Milestones2Wealth offer tools to help plan investments? Yes, Milestones2Wealth includes SIP calculators that help users plan their investment needs to achieve their financial goals. ### What is the user sentiment for Milestones2Wealth? The app has a high rating of 5.0 stars from 2 ratings, indicating positive user sentiment based on the available data. ### On which devices can I use Milestones2Wealth? Milestones2Wealth is available on iPhone and iPad devices. ### How often is Milestones2Wealth updated? The app was last updated on November 14, 2025, with version 5.5.2, suggesting regular updates to improve functionality and reliability. ### Is Milestones2Wealth free to use? Yes, Milestones2Wealth is available for free, with no additional cost for investing in mutual funds, bonds, and deposits through the platform. ## Version history (last 5 releases) ### 5.6.2 — 2026-08-13 - 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 ### 5.5.7 — 2026-05-21 - Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements ### 5.5.2 — 2025-11-14 - AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes ### 5.4.8 — 2025-11-03 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. ### 5.4.7 — 2025-10-29 - AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes ## Apps similar to Milestones2Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Zerodha Kite - Trade & Invest](https://appshunter.io/ios/app/zerodha-kite-trade-and-invest/id1449453802) | 4.6 (202) | Free | Finance | | [HDFC Bank App: Banking & Cards](https://appshunter.io/ios/app/hdfc-bank-app-banking-and-cards/id6504402552) | 4.8 (13,111) | Free | Finance | | [ICICI Direct-Stocks F&O MF IPO](https://appshunter.io/ios/app/icici-direct-stocks-f-and-o-mf-ipo/id1642076943) | 4.8 (4,283) | Free | Finance | | [Here by HDFC ERGO](https://appshunter.io/ios/app/here-by-hdfc-ergo/id1670377706) | 4.4 (37) | Free | Finance | | [Mint by Investwell](https://appshunter.io/ios/app/mint-by-investwell/id1479042500) | 4.8 (236) | Free | Finance | | [Moneycontrol - Markets & News](https://appshunter.io/ios/app/moneycontrol-markets-and-news/id408654600) | 4.2 (2,381) | Free | Finance | --- *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 2026-08-16.*