Mintbox Advisory vs Curtis Advisory

MAKE SENSE OF YOUR INVESTMENTS. PLAN WITH PURPOSE. Your investments are more than numbers; they are building blocks for your financial goals. MintBox Advisory brings your investments, portfolio information, research tools and goal-planning capabilities together in one convenient mobile app, helping you understand, track and plan your finances with greater clarity. YOUR COMPLETE FINANCIAL VIEW Bring your investments together and stay organised across: • Mutual Funds • Equity Shares • Bonds • Fixed Deposits • Portfolio Management Services (PMS) • Insurance View your consolidated portfolio, historical performance, transactions, folio details and capital-gains information in one place. RESEARCH BEFORE YOU INVEST Go beyond just looking at returns. Explore mutual fund schemes with access to NAV, portfolio details, scheme information and historical data. Compare and evaluate available information to make more informed investment decisions. Eligible registered users can also place mutual fund investment orders through the available transaction facilities of connected stock exchange platform and track orders through the allotment process.. TURN FINANCIAL GOALS INTO AN ACTION PLAN Investing becomes more meaningful when it is connected to a goal. Use practical financial calculators and planning tools to explore scenarios for: SIP • SIP Step-Up • SIP Delay • Retirement • Marriage • EMI Understand how different investment assumptions can influence your financial journey over time. STAY ON TOP OF YOUR INVESTMENTS Keep track of what matters: • Running and upcoming SIPs and STPs • Insurance premium information • Folio details • Portfolio documents and statements • Realised and unrealised capital gains • Consolidated portfolio reports FROM INFORMATION TO BETTER DECISIONS The MintBox Advisory app is designed to help you move from fragmented investment information to a more complete financial view. Research | Track | Plan | Stay informed Whether you are reviewing your existing investments, exploring opportunities, monitoring your portfolio or planning for future goals, keep your financial information organised and accessible—all in one place. WHY MINTBOX ADVISORY? MintBox Advisory LLP combines investment advisory and mutual fund distribution capabilities with a focus on helping investors make decisions aligned with their financial objectives and risk profile. MintBox Advisory LLP SEBI Registered Investment Adviser | SEBI Registration No. INA300015641 AMFI Registered Mutual Fund Distributor | ARN 104207 Download the MintBox Advisory App and make your investments easier to understand,monitor and plan. Disclosure: Mutual Fund Investment or Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, enlistment with IAASB and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.

Through this Mobile App, clients of Curtis Advisory Group, LLC can access many of the important details of your financial picture, all from your mobile device. www.curtisadvisorygroup.com | (805) 963-6181 | info@curtisadvisory.com Investment Advisory Services are offered through Curtis Advisory Group, LLC, a registered investment adviser.