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- Mintbox Advisory Vs. Curtis Advisory
Mintbox Advisory vs Curtis Advisory Usage & Stats
Plan | Invest | Track
A Smart & Simple App for all your Mutual Fund Investment needs.
One tap Investing: Video KYC, Quick & paperless account activation. Within a few minutes, you are all set to ride the new wave of Investing.
Goal Tagging: Define a plan for your financial goals & Track them.
Instant SIP: Once you are registered. It takes less than a minute to start a SIP.
Access to Handpicked Schemes recommended after thorough research adopting a Holistic and Unbiased Approach.
Smart Reporting: Complete Asset Allocation- Strategic & Tactical
Comprehensive Portfolio Appraisal Report with XIRR, CAGR, etc.
Group Reporting: Provision to view Consolidated Family Portfolio
SIP Calculators: To help you plan your investment needs to achieve your Financial Goals.
MintBox Advisory: Holding Your Hand to Prosperity.
- Apple App Store
- Free
- Finance
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Through this Mobile App, clients of Curtis Advisory Group, LLC can access many of the important details of your financial picture, all from your mobile device. www.curtisadvisorygroup.com | (805) 963-6181 | info@curtisadvisory.com Investment Advisory Services are offered through Curtis Advisory Group, LLC, a registered investment adviser.
- Apple App Store
- Free
- Finance
Store Rank
- -
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Mintbox Advisory VS.
Curtis Advisory
January 3, 2025