# UR Money Mutual Fund

> Comprehensive wealth management app for tracking financial portfolios and investments. (iPhone/iPad app by U R FINANCIAL CONSULTANTS.)

- Source: https://appshunter.io/ios/app/ur-money-mutual-fund/id1481558418 (this page in markdown: same URL + `.md`)
- Developer: [U R FINANCIAL CONSULTANTS](https://appshunter.io/developer/1481558417)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2019-09-27
- Data updated: 2026-08-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ur-money-mutual-fund/id1481558418/reviews.md

## What is UR Money Mutual Fund?

UR Money Mutual Fund is one-stop shopping for all your Wealth Management 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
- Easy login via your Google email id.
- 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
- Online mutual fund investment
- SIP and STP tracking
- Capital gain reports
- Financial calculators


## Frequently asked questions about UR Money Mutual Fund

### What financial assets can I track with UR Money Mutual Fund?

UR Money Mutual Fund allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are visible in one place.

### Can I invest directly through UR Money Mutual Fund?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app. The app provides transparency by tracking all your orders until the allotment of units.

### What kind of reports can I download from UR Money Mutual Fund?

You can download complete portfolio reports including all assets, transaction statements for any period, and a one-click statement of account download for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

### Does UR Money Mutual Fund offer any financial calculators?

Yes, the app includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How secure is my financial data with UR Money Mutual Fund?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific details on encryption or advanced security protocols are not provided in the description.

### How often is UR Money Mutual Fund updated?

The latest version of UR Money Mutual Fund is 3.6.4, last updated on 2026-06-15. This indicates a commitment to regular updates for app improvement and feature additions.

### What devices are supported by UR Money Mutual Fund?

UR Money Mutual Fund is available for iPhone and iPad users. It is designed to provide a seamless experience across these Apple devices.

### What is the user sentiment for UR Money Mutual Fund?

The app has a perfect rating of 5.0 stars from 1 rating, indicating a highly positive initial user experience. However, with only one rating, this sentiment may not be fully representative of the broader user base.

## Version history (last 5 releases)

### 4.0.1 — 2026-08-19

- 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

### 3.6.4 — 2026-06-15

General update and bug fixes

### 3.6.3 — 2026-06-04

- 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

### 3.6.2 — 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

### 3.5.2 — 2025-10-07

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

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## Related topics

[urmoney](https://appshunter.io/ios/topics/urmoney)

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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 2026-08-20.*