What
Differentiates
Us

What
Differentiates
Us

Though Customized Investment Solutions for the High Net-worth Individuals remains our strength, there are no compromises on the innovations too. At CurateMyMoney, you can expect ‘One-of-its-kind’ features and products innovated by us for our investors.

Portfolio Analyser Tool

A tool that instantly gets your mutual fund holdings analyzed.

It is your Investment’s Instant Health Check-up that assists you to understand how healthy your mutual fund portfolio is.

Portfolio Analyzer will not only helps you to understand the Asset Allocation & Quality/Rating of the funds you hold, but it also suggests the changes you need to make to get to the desired Asset Allocation.

The F.A.M.E. Approach

It is imperative to have an objective behind every investment that matches the risk appetite & duration of investment. Also, prioritzing the financial goals and differentiating between negotiable & non-negotiable will give the wise solutions one looks for.

That’s where our new F.A.M.E. approach comes into the picture.

F.A.M.E. helps identify the financial life-stage you are currently at and draws a roadmap to prioritise the needs & wants and assist to make an informed decision.

The process of F.A.M.E. involves evaluating your current financial situation, identifying your goals, and then developing and implementing relevant recommendations.

The F.A.M.E. Approach

It is imperative to have an objective behind every investment that matches the risk appetite & duration of investment. Also, prioritzing the financial goals and differentiating between negotiable & non-negotiable will give the wise solutions one looks for.

That’s where our new F.A.M.E. approach comes into the picture.

F.A.M.E. helps identify the financial life-stage you are currently at and draws a roadmap to prioritise the needs & wants and assist to make an informed decision.

The process of F.A.M.E. involves evaluating your current financial situation, identifying your goals, and then developing and implementing relevant recommendations.

The Hundred

Super excited to introduce ‘THE HUNDRED’, an investment solution for intelligent investors.

A portfolio built to solve the misery that prevails in investing.

Hundred’s power doesn’t end in scores, marks, percentages. It is a Bulls-Eye which everyone aims at hitting it.

The Hundred is a well analyzed investment solution which brings a new dimension towards investing.

The Hundred helps you grow your money and convert the accumulated gains to annuity of your choice.

Smart Year-Book

A goal without a plan is just a wish.

It has become a habit that when we talk about financial goals, we draft plans for long-term objectives.

All those short-term financial commitments go unnoticed at times and a study says that investors find it difficult to continue investing for their long-term goals given the short-term requirements disrupt their continuity.

That’s exactly where our new initiative ‘Smart Year-Book’ comes in.

The first-of-its-kind calendar, simplifying the additional financial asks for the upcoming year.

Smart Year-Book

A goal without a plan is just a wish.

It has become a habit that when we talk about financial goals, we draft plans for long-term objectives.

All those short-term financial commitments go unnoticed at times and a study says that investors find it difficult to continue investing for their long-term goals given the short-term requirements disrupt their continuity.

That’s exactly where our new initiative ‘Smart Year-Book’ comes in.

The first-of-its-kind calendar, simplifying the additional financial asks for the upcoming year.

Import All Your MF Holdings

Bring all your Mutual Fund holdings @ a click

With us, you can Import CAS (Consolidated Account Statement) and start viewing/transferring your outside Mutual Fund Holdings.

It helps you to maintain all your mutual fund investments under one login and get access to all the intelligent tools we offer.

Goal Tracker

Set Financial Goals & Track the Progress

With us, you can set financial goals for all your investments and track their progress.

Also, You can map all your existing investments towards financial goals and learn, the amount you need to save from now to reach your goals.

This has been designed with the intention to make <strong>’Every Investment with an Objective’.

Goal Tracker

Set Financial Goals & Track the Progress

With us, you can set financial goals for all your investments and track their progress.

Also, You can map all your existing investments towards financial goals and learn, the amount you need to save from now to reach your goals.

This has been designed with the intention to make <strong>’Every Investment with an Objective’.

Redemption Simulation

A what-if report

It helps you to understand the of your portfolio and the gains you would have made if you have not redeemed it in the past.

If you have redeemed for non-emergency purposes, this report can educate you and will help you in future actions.