Consolidated family net worth
See combined wealth across members with wealth insights, asset maps, and snapshot tracking.
Built for Indian families
Family Wealth Management in One Place
Track household investments, shared goals, member profiles, and life-admin documents — without spreadsheets or scattered apps.
What families get with TellerWand
Member profiles & role-based access
Add spouse, children, and dependents with controls over who can view or edit each part of your finances.
Shared goals & planning
Set family goals for education, home, retirement, or custom milestones and track progress together.
Family binder & secure vault
Store documents, notes, asset inventory, and transfer templates in one secure family vault.
Life admin in one hub
Calendar, tasks, preparedness checklists, and succession planning tools for household finances.
12+ asset types for India
Track PPF, EPF, NPS, mutual funds, stocks, gold, real estate, and more per member or household-wide.
Plan together, stay in control
Whether you manage finances for two people or a full household, TellerWand keeps personal and family wealth visible in one secure platform.