Milestones2Wealth-Smart Value

iOS Universel / Finance

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Milestones2Wealth utilizes the power of today's digital world and adds the much-needed personal touch to your wealth creation journey.



At Milestones2Wealth, our client relationship approach is all about synergy. We ensure that our investment universe is aligned with your requirements.



A dedicated app for all your Mutual Fund needs. A simple and easy way to invest in Mutual Funds.



Who do we serve



RETIREES: Don’t spend your golden years shuffling through investments, brokers, and agents. Milestones2Wealth has a one-stop solution for your nest egg. Invest across mutual funds, bonds, and deposits at no additional cost to you!



YOUNG WORKING PROFESSIONALS: Want to start saving from your first salary? You can test the waters with a small investment of a few thousand rupees per month. Milestones2Wealth is a pocket-friendly option for you to create wealth! Experience our no fee, online model.



CORPORATES: Manage your working capital better. Milestones2Wealth has the perfect solutions for cost-conscious growing businesses.


CONSERVATIVE INVESTORS: Looking for straightforward long-term safe investment options? Milestones2Wealth has helped conservative investors find their fit in mutual funds,bonds, and deposits at zero fees.




SERVICE OFFERINGS

Mutual Funds SIP & Lump Sum strategies across debt, equity, hybrid, and gold schemes.

Fixed Deposits: High quality, safe, corporate deposits.
Bonds: Marquee bonds in primary and secondary markets.



BENEFITS OF WORKING WITH ITHOUGHT


Client-centric Trained
Professionals
Affordable Online & Offline
Options



Instant SIP: Once you are registered. It takes less than a minute to start a SIP.
SIP Calculators: With the help of our calculators plan your investment needs to achieve your Financial Goals.


With Milestones2Wealth, you just need to sit back, relax and watch your money grow !!

Quoi de neuf dans la dernière version ?

- 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