UR Money is a holistic financial management platform designed to simplify and streamline all your investment needs. With its user-friendly app, you can effortlessly oversee a diverse portfolio that includes mutual funds, equities, bonds, fixed deposits, PMS, and insurance.
Key features of the app include a consolidated view of all your assets, seamless login using your Google email, transaction statements for any period, detailed capital gain reports, and one-click account statement downloads for any Indian Asset Management Company (AMC).
You can invest online in any mutual fund scheme or new fund offer and track your orders until unit allotment for full transparency. The app also provides SIP reports to monitor active and upcoming SIPs and STPs, an insurance premium tracker, and folio details for each AMC.
Additionally, UR Money offers various financial calculators, such as retirement, SIP, SIP delay, SIP step-up, marriage, and EMI calculators, to help you plan your investments and future goals effectively.
