Mintbox Advisory

Mintbox Advisory

by MINTBOX ADVISORY LLP

5 ratings
10 reviews
Free

Details

  • Released
  • Updated
  • April 11, 2017
  • May 7, 2026

Features

Mintbox Advisory screenshot #1 for iPhone
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Mintbox Advisory screenshot #5 for iPhone
Mintbox Advisory screenshot #6 for iPhone
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About

Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest in mutual funds and manage SIPs with ease.

Complete portfolio reporting
Historical performance tracking
Transaction statement download
Online mutual fund investment
SIP and STP tracking
Insurance premium reminders
Financial calculators
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What's New in Mintbox Advisory

3.4.7

May 7, 2026

- 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

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User reviews

Kudos to Mintbox for making their passion to make investment journey enjoyable!!!

The aap encourages informed decision
Very happy with team Mintbox’s maturity and boutique investment concepts where they treat your money as theirs’

Five Star all the way😊👍

Excellent app

A simple and user friendly app which prudently delivers all that an investor is looking for..A unique way of presenting beautiful ideas...

Excellent App

The app is superb serve all the need. New interface is very useful. It is extremely smooth easy to navigate. It offers multiple investment options.

Need help in financial planning - great apps for novice!

Financial planning made easy; lot of people who are not literate enough to do their financial planning now have access to this simple yet powerful apps. Good going Mintbox!

Useful app

MintBox Advisory for iOS seems to be a great app, for investors across the spectrum. The home screen and menu choices are simple, easy to understand and to use. I especially like the Value Pillars, Financial Calculators and Knowledge Area sections. To me, this application literally puts your financial planning into your hands, while building awareness of the way your investments perform in real time as also the significance and benefit of making your money work for you.
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Response from developer

Dear User, thank you very much for sharing your valuable & useful feedback. If you have other feedback or suggestions, please write to us at info@mintboxadviosry.com. We would love to hear from you! :)

FAQ

What types of financial assets can I track with Mintbox Advisory?

Mintbox Advisory allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your financial holdings are managed in one place.

Can I download reports from Mintbox Advisory?

Yes, Mintbox Advisory offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and statements of account for any Asset Management Company in India with just one click.

Does Mintbox Advisory support online investments?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Mintbox Advisory. The app tracks all your orders until the allotment of units, ensuring complete transparency.

What financial calculators are available in Mintbox Advisory?

Mintbox Advisory includes a suite of useful financial calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

How does Mintbox Advisory handle insurance tracking?

The app provides an insurance list to help you keep track of premiums that are due to be paid. This feature ensures you don't miss any important insurance payments.

Is Mintbox Advisory available on multiple devices?

Mintbox Advisory is available for both iPhone and iPad users. This allows for convenient access to your financial information across your Apple devices.

How often is Mintbox Advisory updated?

The latest version of Mintbox Advisory is 3.4.2, which was last updated on March 12, 2026. While this indicates a recent update, users can expect regular improvements and feature additions.

What is the user sentiment for Mintbox Advisory?

Mintbox Advisory has received an excellent rating of 5.0 stars from 5 ratings, suggesting a very positive user experience. This high rating indicates that users are highly satisfied with the app's functionality and performance.