# Mintbox Advisory > Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by MINTBOX ADVISORY LLP.) - Source: https://appshunter.io/ios/app/mintbox-advisory/id1224074099 (this page in markdown: same URL + `.md`) - Developer: [MINTBOX ADVISORY LLP](https://appshunter.io/developer/1224074098) - Category: Finance - Price: Free - Rating: 5.00/5 from 5 App Store ratings · 10 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 86 MB - Languages: American English - Released: 2017-04-11 - Data updated: 2026-08-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/mintbox-advisory/id1224074099/reviews.md ## What is Mintbox Advisory? Mintbox Advisory is one-stop shopping for all your Financial 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 Performace 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 ## Key features - Complete portfolio reporting - Historical performance tracking - Transaction statement download - Online mutual fund investment - SIP and STP tracking - Insurance premium reminders - Financial calculators ## Recent user reviews (10 of 10) All indexed reviews: https://appshunter.io/ios/app/mintbox-advisory/id1224074099/reviews.md ### 5/5 — Kudos to Mintbox for making their passion to make investment journey enjoyable!!! *2025-02-05, version 3.0.1* 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😊👍 ### 5/5 — Excellent app *2022-02-15, version 2.0.1* A simple and user friendly app which prudently delivers all that an investor is looking for..A unique way of presenting beautiful ideas... ### 5/5 — Excellent App *2022-02-15, version 2.0.1* 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. ### 5/5 — Need help in financial planning - great apps for novice! *2017-04-19, version 1.0* 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! ### 5/5 — Useful app *2017-04-18* 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. **Developer response:** 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! :) ### 5/5 — Next generation *2017-04-17, version 1.0* Really this Mint Box Apps just like seventh generation financial instruments.It has unique features & it's simply user friendly components very helpful every end users.In other aspects we can say this is the bold step taken by Mintbox management to full fill recent Indian govt digitalisation program. ### 5/5 — Amazing application *2017-04-16, version 1.0* It is an excellent Application.Highly user friendly, interactive and great financial tool.I highly recommend the app to the users. ### 5/5 — Review *2017-04-13* Mintbox Advisory is a good app! It gives good financial perceptive and helps with business asusual .am able to do all my day to day transactions at ease. Good app **Developer response:** 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! :) ### 5/5 — Great App *2017-04-13* Mintbox Advisory app is a great pick. It is very simple user friendly and highly intuitive. Also this app is very functional and educative . Great going !!! **Developer response:** 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! :) ### 5/5 — Awesome App *2017-04-13* I love the Mintbox Advisory app! It makes all my financial understanding fun as well as I am able to all my day to day transactions at ease. Not to exclude the financial calculators module is my favorite where you can calculate so many life event expense. I think this app is not only functional but highly educative. Kudos to the team . **Developer response:** 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! :) ## Frequently asked questions about Mintbox Advisory ### 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. ## Version history (last 5 releases) ### 4.0.1 — 2026-08-18 - 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 ### 3.4.7 — 2026-05-07 - 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 ### 3.4.2 — 2026-03-12 - Mandatory Risk Profiling - BSE Cart for Trusted Mode - Improved SIP Step-up Calculator - Fixed BSE Nominee Issue - Fixed User Profile Picture Issue - Fixed Investment Profile Issue - Fixed Meeting Notes Issue - Updated Invitation Message - Fixed Crashes & Other Issues ### 3.3.7 — 2026-01-19 - Introduced NSE Invest Cart - Added NSE Invest-Track order functionality - Added Client Search by Equity Code - Added Date Range in Portfolio Reports Download - Added Font Size Settings - Added Nominee Details Screen - Added Terms & Conditions while login / signup - Added Avg. Purchase NAV to be shown in portfolio detail screen - Added Investment via short link - Added BSE Cart Trusted Mode App - Pay via Link option for BSE Trusted Mode - Updated AMFI Links - Fixed Crashes ### 3.3.2 — 2025-10-27 - 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 Mintbox Advisory | App | Rating | Price | Category | | --- | --- | --- | --- | | [Gandhi Backoffice](https://appshunter.io/ios/app/gandhi-backoffice/id6477293669) | — | Free | Finance | | [Curtis Advisory](https://appshunter.io/ios/app/curtis-advisory/id1551370751) | — | Free | Finance | | [Devanshi Investment](https://appshunter.io/ios/app/devanshi-investment/id6743434998) | — | Free | Finance | | [InvestEsy](https://appshunter.io/ios/app/investesy/id6744967804) | — | Free | Finance | | [NS Wealth](https://appshunter.io/ios/app/ns-wealth/id6755031197) | — | Free | Finance | | [Toddl](https://appshunter.io/ios/app/toddl/id6753584303) | — | 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 2026-08-22.*