Made in IndiaFree plan
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Creso
by Creso · Mumbai, Maharashtra
Creso is a modern platform for mutual fund distributors—combining onboarding, portfolio insights, research, and transactions into one powerful system that helps advisors serve clients better and grow.
- Starting price
- Paid plans
- Free trial / plan
- Free trial
- Deployment
- Cloud
- Web, Android & iOS
- App Advisor rating
- 3.9
- transparency & India fit
What is Creso?
Creso is personal finance & investing apps from Creso, an Indian company headquartered in Mumbai, Maharashtra. Creso is a modern platform for mutual fund distributors—combining onboarding, portfolio insights, research, and transactions into one powerful system that helps advisors serve clients better and grow.
Personal finance apps cover budgeting and expense tracking, mutual-fund and stock investing, credit scores, loans and insurance. India's most-downloaded finance apps are broking and payments apps, so this category is as much about trust and regulation as about features.
Pricing is quoted per organisation, so ask the vendor for a proposal that matches your size. Beyond personal finance & investing apps, Creso also covers product management & roadmapping. Because it is built in India, GST, INR pricing and local support hours are native rather than bolted on.
What works well
- +Built in India with GST-ready workflows and local support hours
- +Native mobile apps for work on the go
- +Covers more than one software category, reducing the number of tools you run
What to watch out for
- −No permanently free plan
Best suited for: Small business · SMB · Mid-market
Creso: quick answers
The questions people most often search for, answered from Creso's own pages.
- How do I sign up for Creso?
- New accounts are created at https://partners.creso.in/signup/distributor on Creso's official site.
- Is Creso an Indian company?
- Yes. Creso's official site lists Indian contact details (+91 phone) in Mumbai, Maharashtra.
Sources:creso.in
AI analysis of Creso
Analysing Creso — pricing, features, reviews and alternatives…
Generated by App Advisor's native engine from this listing's verified data — not a paid placement.
Creso features
Category-standard capabilities plus what Creso adds. Verify depth in a demo.
- SEBI-registered broking or MF distribution
- Direct mutual funds with zero commission
- Expense tracking from SMS and bank feeds
- Credit score monitoring
- SIP automation and goal planning
- Tax-saving and capital-gains reports
- Insurance comparison and claims
- Two-factor security and device binding
- Mobile apps for Android and iOS
- INR pricing and India-based support
Creso pricing
Entry price
Paid plans
Published subscription pricing, taxes extra
How Creso charges. Plans scale with users or features. Annual billing is usually 15–25% cheaper than monthly, and GST is added on top of listed prices in India.
Read from the vendor's official website. Prices change — confirm on creso.in.
Specifications
- Category
- Personal finance & investing apps, Product management & roadmapping
- Vendor
- Creso
- Headquarters
- Mumbai, Maharashtra
- Founded
- Not published
- Pricing model
- Subscription
- Starting price
- Paid plans
- Deployment
- Cloud
- Platforms
- Web, Android, iOS
- Best for
- Small business, SMB, Mid-market
- Made in India
- Yes
More software like Creso
Alternatives, the same vendor's other products and India-first picks.
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Creso — frequently asked questions
How do I sign up for Creso?+
New accounts are created at https://partners.creso.in/signup/distributor on Creso's official site.
Is Creso an Indian company?+
Yes. Creso's official site lists Indian contact details (+91 phone) in Mumbai, Maharashtra.
What is Creso?+
Creso is personal finance & investing apps by Creso, an Indian company from Mumbai. Creso is a modern platform for mutual fund distributors—combining onboarding, portfolio insights, research, and transactions into one powerful system that helps advisors serve clients better and grow.
How much does Creso cost?+
Creso is a paid product. Check Creso's official pricing page for current plans, or request a quote through App Advisor.
Does Creso offer a free trial or free plan?+
App Advisor's listing records a free trial for Creso. Confirm the current trial terms on Creso's official site.
Is Creso made in India?+
Yes. Creso is built by Creso, headquartered in Mumbai, Maharashtra.
Who is Creso best suited for?+
Creso suits small business, smb, mid-market buyers looking for personal finance & investing apps with product management & roadmapping.
What are the best alternatives to Creso?+
Popular alternatives in personal finance & investing apps include Angel One, Zerodha Kite, Upstox. Use App Advisor's compare tool to see them side by side.
How is Creso deployed?+
Creso is available as a cloud (SaaS) product, with web, Android and iOS apps.
About Creso
Creso · Mumbai, Maharashtra · 1 product in our catalogue · Indian company
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