UR Money Mutual Funds

Manage your complete financial portfolio with mutual funds investment and portfolio tracking tools. UR Money Mutual Funds puts all your assets in one place—mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance—with clear visibility into what you own and how it's performing.

Track your investments across multiple Asset Management Companies. View detailed asset reports, download account statements with a single tap, and access transaction histories for any period. The app generates advanced capital gain reports to help you understand your tax situation. Log in securely using your Google email and keep all your financial data organized in one dashboard.

Invest directly through the app in any mutual fund scheme or new fund offer, then monitor your orders step-by-step until units are allotted. The SIP report tracks all your running and upcoming systematic investment plans and STP transfers. An insurance tracker reminds you of premium payment dates so nothing slips through the cracks. View folio details for each AMC to confirm your holdings are registered correctly.

Built-in calculators help you plan ahead: estimate your retirement needs, calculate SIP contributions, understand the impact of delayed investments, model step-up SIP growth, plan for major expenses like marriage, or compute EMI obligations. These tools make it easier to set realistic financial goals and adjust your strategy as circumstances change.

UR Money Mutual Funds gives you transparency, control, and the tools to make informed investment decisions—all designed for investors managing multiple asset types across India.