Making Investment Decisions Simple

My Money. My Needs. My Plans.

Making Investment Decisions Simple

My Money. My Needs. My Plans.

About

At CurateMyMoney, we offer an online investment platform that allows users to invest in mutual funds of their choice. Our goal is to help a diverse group of individuals, including new investors, high net-worth individuals, entrepreneurs, retirees, and NRIs, achieve their financial objectives.

Our name, CurateMyMoney, reflects our mission to promote financial independence by assisting individuals in organizing and prioritizing their needs and making informed investment decisions.

We strive to create a user-friendly platform that incorporates intelligent tools, smart resources, and appropriate solutions to facilitate the investment process.

What Differentiates Us

Unbiased, objective, need-based money strategies for high net-worth individuals with transparent tracking and monitoring and the ability to access all kinds of reports at any time. That’s what we promise!

Some of the tools / strategies that differentiates us:

  • PORTFOLIO ANALYSER – An automated tool that instantly analyses your mutual fund holdings.
  • THE F.A.M.E APPROACH – FAME helps identify the financial life stage you are currently at and draws a roadmap to prioritize the needs & wants and assist to make an informed decision.
  • THE HUNDRED – A portfolio built to solve the misery that prevails in investing.
  • SMART YEAR-BOOK – The first-of-its-kind calendar, simplifying the additional financial asks for the upcoming year.
  • ALL IN ONE BASKET – Consolidate all your Mutual Fund holdings in one platform @ a click
  • GOAL TRACKER – Set Financial Goals & Track the Progress
  • GOAL CALCULATORS – This helps to identify the numbers you need to achieve and invest from now.
  • REDEMPTION SIMULATION – One of a kind, ‘A WHAT-IF REPORT’

What Differentiates Us

Unbiased, objective, need-based money strategies for high net-worth individuals with transparent tracking and monitoring and the ability to access all kinds of reports at any time. That’s what we promise!

Some of the tools / strategies that differentiates us:

  • PORTFOLIO ANALYSER – An automated tool that instantly analyses your mutual fund holdings.
  • THE F.A.M.E APPROACH – FAME helps identify the financial life stage you are currently at and draws a roadmap to prioritize the needs & wants and assist to make an informed decision.
  • THE HUNDRED – A portfolio built to solve the misery that prevails in investing.
  • SMART YEAR-BOOK – The first-of-its-kind calendar, simplifying the additional financial asks for the upcoming year.
  • ALL IN ONE BASKET – Consolidate all your Mutual Fund holdings in one platform @ a click
  • GOAL TRACKER – Set Financial Goals & Track the Progress
  • GOAL CALCULATORS – This helps to identify the numbers you need to achieve and invest from now.
  • REDEMPTION SIMULATION – One of a kind, ‘A WHAT-IF REPORT’

What our Customers say

I have been investing with CMM Investment from Nov 2021 and I am pleased with my relationship with them.

Special mention to Mr Ramakrishnan, Mutual fund advisor always advises me from time to time and maintains my confidence by responding to all my queries with utmost gentleness and respect in this volatile market. He has in-depth knowledge and vast experience and expertise in investing .

I have no doubt that my investments are in safe hands and I really don‘t need to worry. CMM investment platform is very user-friendly and I appreciate that. I understood the power of compounding growth using SIP which will help me achieve my own personal ‘financial goals’. I am absolutely delighted with your service. And I gladly recommend your services whenever possible.

Pravin, Bahrain

Curate My Money provides a customised Financial Plan to suit our requirement and offers a comprehensive financial solution. The advisor helps plan and guides in the investment process.Like their strong passion to educate and enable us take informed decisions. Periodic reviews and briefs on the ever changing market scenario helps better understanding and builds confidence.I find CMM to be a reliable friend on my trip to wealth creation.

Seshadri, Co-Founder, PurplePatch

I have been investing since past 20 years & now only I have got a right investment advisor ,who focus on the financial well being of a client..Here are some facts experienced by me..1-Before getting into specific products,he understands family cash flow, the risk appetite ,goals  the needs& complete family dynamics related to personal finance ..He considers suitability  as good fit for the particular investor who is buying .2-Equity returns are cyclical..He alerts to buy when the particular fund we keep investing has corrected to a considerable level or to book profit when valuations are historically sky high..3- He will not be reluctant to say no ,at right time to safeguard investment , if a financial decision is hastily thought out .

Dr. S Pitchai, Director, 3E Process Solutions

I know Ram for more than a decade now and he has been guiding me in every financial decision of mine. What I like about him is the approach he makes towards investing. His vast experience in the stock market has only bettered my investment returns.

Nishanti, Cash Management Analyst – Treasury, General Electric