MintBox Advisory

The MintBox Advisory mobile application is a App useful for Retail, HNI and Corporate Investors, to derive a holistic idea about Investments, Financial markets, Mutual Funds, Goal based Investments, Financial Planning i.e. Retirement Planning, Marriage Planning, Children's Education Planning etc.

Investors can access / track their investment portfolios and transact from anywhere and anytime using their smart phones, without any encumbrance of paperwork. It facilitates for the user online transactions such as Purchase, Redemption, Switch, Setting up SIP, STP and SWP in almost all the major mutual fund schemes such as Axis MF, Birla Sunlife MF, DSP BlackRock MF, Franklin Templeton MF, HDFC MF, ICICI Prudential MF, IDFC MF, Kotak MF, L&T MF, Mirae Asset MF, Reliance MF, SBI MF,Sundaram MF, Tata MF & UTI MF etc. instantly, from a single platform / window.

It provides detailed, consolidated and compiled reports of all the Mutual Fund Schemes

• Debt Equity allocation
• Consolidated Portfolio holding with Absolute, CAGR and XIRR Returns
• Goal based reports - My Journey so far
• MY SIP and STP status reports
• Details of Transaction
• Folio Details
• Dividend Reports
• Tax Saving Investments Reports
• Scheme Details
• Daily NAV

It helps to enhance your financial / investment knowledge via various financial literature & investment awareness videos and articles.

It enables the users to assess their current financial position & facilitates prudent future planning by using different types of financial calculators / tools viz, SIP calculator, Present Value/Future Value calculator, Delay in investment/delay in SIP calculator, SIP term or tenure or time period calculator, Housing loan, Car loan, Bike loan, EMI calculator, Education cost calculator, Retirement Planning calculator, Marriage expense calculator etc.

In a nutshell, it empowers all users to manage wealth prudently with its philosophy, timeless principles, and wisdom of the investment world in various dimensions.


Mutual Fund investments are subject to market risks, read all scheme related documents carefully.