For individuals and families in India who hold mutual funds, shares, deposits and EPF across several apps, banks and fund houses.
Upload the statements you already get from CAMS, KFintech, NSDL, CDSL, Groww, Zerodha or EPFO. No bank or broker password is needed.
The family's total and each member's holdings, in the same clear view.
Every deposit and bond with its date, and an email 30 and 7 days before it matures.
Baskets such as Retirement or Children's education, across people and platforms.
Everything a family needs to see all its investments in one place.
Every plan is free during early access. Prices shown apply after early access ends and are before 18% GST. We will tell you well before any charge begins, and nothing is charged without your agreement. Compare plans · Security and privacy