Family wealth management for India

Family Wealth Management,
All in One Place

Track household investments across PPF, EPF, NPS, mutual funds, gold, and real estate — with member profiles, shared goals, and consolidated family portfolio views.

Sample data
Portfolio
₹2.4M
+12.5% ↗
Goals
5
3 on track

Real-time Analytics

Smart insights powered by AI

Family Wealth Management, Built In

Powerful tools for personal finance and household wealth — designed for Indian investors and families

NEW

Multi-Asset Portfolio

Track 12+ asset types including PF, PPF, VPF, Gold, Crypto, Real Estate, and more in one dashboard.

POPULAR

Family Wealth Management

Consolidated family net worth, member profiles, shared goals, and role-based access for your household.

Smart Categories

Customize your portfolio with flexible category management and auto-categorization.

Real-Time Insights

Get instant portfolio analytics with interactive charts and performance metrics.

Bank-Grade Security

End-to-end encryption ensures your sensitive financial data stays private and secure.

NEW

Mobile-First Design

Seamlessly manage your wealth on any device with our responsive, touch-optimized interface.

Built for Your Wealth Journey

Track PF, mutual funds, gold, real estate, and more — with tools designed for Indian households and families.

12+

Asset types tracked

Free

Plan to get started

Enterprise Security

Bank-grade protection

256-bit Encryption
SOC 2 Type II Compliant
Multi-factor Authentication

Start Your Wealth Journey Today

Start free with tools built for Indian investors and families.

Get Started Free

No credit card required