FAQs
CurateMyMoney is a comprehensive online investment platform that enables users to invest in mutual funds of their choice. It facilitates various mutual fund transactions, including subscription, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), and fund switching. The platform serves Indian investors worldwide and provides access to mutual funds from all Asset Management Companies (AMCs) through a free-for-life investment account.
CurateMyMoney stands out with value-added features such as goal-based investing, a robust mobile application, and expert investment advisory services. The platform is developed and managed by CMM Investment Services Pvt Ltd.
CurateMyMoney is a comprehensive mutual fund investment platform that serves customers in India and abroad, offering a seamless digital experience . Key benefits include:
- A seamless and secure investment experience at no cost to users.
- A consolidated view of family investments, allows users to manage and track investments of spouses, children, and parents under a single login.
- A simplified approach to SIP investments, enabling users to set up a single bank mandate for multiple SIPs across fund houses.
- Customized investment strategies tailored to individual financial goals.
- Enhanced security with two-factor authentication in line with regulatory guidelines.
CurateMyMoney offers an unbiased and objective approach to investment, focusing on personalized financial strategies. Unique features include:
- Portfolio Analyzer – An automated tool that provides instant analysis of mutual fund holdings.
- The F.A.M.E Approach – A strategy that helps investors identify their financial life stage and prioritize financial goals.
- The Hundred – A curated portfolio designed for strategic investment management.
- Smart Year-Book – A financial calendar to simplify annual financial planning.
- All-in-One Basket – Consolidation of all mutual fund holdings on a single platform.
- Goal Tracker & Calculators – Tools to set, track, and plan financial goals effectively.
- Redemption Simulation – A unique “What-If” report to simulate redemption outcomes
- Single sign-in for family accounts.
- Fully digital platform.
- Lifetime free account.
- Zero transaction fees on mutual funds.
- User-friendly interface.
- Free advisory services.
- Any-day SIP option.
You can reach us at:
- Email: ram@curatemymoney.com | invest@curatemymoney.com
- Phone: +91 9003072416
Yes, CurateMyMoney is registered with the Association of Mutual Funds in India (AMFI), the National Stock Exchange (NSE), and the Securities and Exchange Board of India (SEBI).
All mutual fund transactions are processed directly in the investor’s name. Funds are transferred directly to the respective AMCs via the NSE, ensuring complete security. Investors receive immediate email confirmations from the NSE for all transactions, reinforcing transparency and safety.
CurateMyMoney employs industry-leading security protocols, including:
- Hosting on NTT Global Data Centres with private cloud network controls.
- Strong HTTPS security (TLS 1.2) and 2048-bit RSA SSL certificates.
- AES 128-bit encrypted data transmission.
- Regular data backups and disaster recovery measures.
Yes, CurateMyMoney is an AMFI-authorized mutual fund distributor with AMFI Registration No: ARN-184811.
At the outset, the platform was built with security at highest level as pointed out earlier. You will have access to our platform 24×7 throughout the year.
Remember, you have only invested through our platform and not invested in our platform.
Investors retain full access to their investments at all times. They can:
- Log in to www.mfcentral.com using their PAN to manage investments.
- Directly access AMCs where investments were made.
- Retrieve consolidated account statements from www.camsonline.com.
Currently, CurateMyMoney provides a mutual fund investment platform covering various asset classes, including equity, fixed-income instruments, bonds, gold, silver, real estate, and global funds.
Yes, users can consolidate family investments under a single login. Separate accounts can be created for family members, with individual logins displaying only their respective portfolios.
CurateMyMoney executes transactions via the NSE, ensuring secure and transparent processing. NSE email confirmations validate transaction authenticity.
Yes, SIPs can be paused or canceled anytime by emailing ram@curatemymoney.com.
Yes, NRIs, including PIOs, OCIs, and Indian corporates, can invest in Indian mutual funds via CurateMyMoney.
Yes, an account can be created for a minor with a parent or guardian as the registered custodian.
A Capital Gain Statement provides an overview of investment performance for tax purposes. It can be downloaded anytime from the website or app.
New users can register at https://www.curatemymoney.com/
Yes, transferring investments is simple and takes 2-3 working days. Investors need to email their folio details to ram@curatemymoney.com to initiate the transfer.
- Equity Funds: T+2 working days
- Debt & Liquid Funds: T+1 working day
- International Funds: T+5 or 6 working days
(T = Transaction Day, subject to working days)