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About JRLMONEY

JRLMONEY is a state of the art investment & insurance portfolio management App for customers With JRLMONEY App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the JRLMONEY App: a) Get a summary view of the current status of your investments across asset classes b) Get a summary view of the insurance cover of all members in your family c) Drill down to full detail d) View Upcoming portfolio events e) Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. f) Get best in the class MF advisory g) Raise a service ticket to your advisor h) Host of useful financial calculators to help you plan your short term and long term financial goals i) Digital Vault ñ access your important documents anytime from your Smartphone j) Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. k) Track small saving investments like PPF, NSC, KVP, FD, RD etc. l) Maintain your investments in Stocks, Bonds, Bullion, Commodities etc. f) Buy / Redeem / Switch Mutual Funds online from any AMC

What’s new

Version 3.1.3 · Updated August 14, 2026

- Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Revamped Financial Calculators & improved Goal Reports - Improved MF Central, Portfolio Reports & Navigation - Improved Notifications, Multi-language, KYC & Risk Profile - Improved CRM integration & Dashboard experience - Performance improvements with bug & crash fixes

App privacy

The developer, JRLMONEY, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to JRLMONEY

Looking for apps like JRLMONEY? Here are 6 similar apps on the App Store. The highest rated is Wiseinvest My Portfolio App (5.0/5), and all 6 are free to download.

JRLMONEY vs. alternatives
App Rating Price Last updated Compare
JRLMONEY – Free August 14, 2026
Wiseinvest My Portfolio App 5.0 / 5 (1) Free Feb 2, 2026 Compare
IMMPL – Free Oct 8, 2024 Compare
Prithvi Advisor – Free Dec 4, 2023 Compare
Beyond MF – Free Aug 10, 2026 Compare
PolicyMaster – Free May 6, 2024 Compare
FundsIndia Partner Desk – Free Aug 12, 2026 Compare

Compare JRLMONEY with the top alternatives: ratings, updates, ASO score and keyword gaps →