For families & individual investors
Wealth Management
Your family's complete wealth, in one place.
A personal wealth platform for families and individuals to track assets, insurance and liabilities — mutual funds, FDs, real estate, life & health cover, loans and more.
At a glance
- Assets: MF, FD, RD, Real Estate, SCSS, MIS
- Insurance: Life, Health, Term, General, Home
- Liabilities: Home, Car, Personal, LAS
Everything you need
Wealth Management brings the core capabilities together in one focused workspace.
All your assets
Mutual funds, FDs, RDs, real estate, SCSS, MIS and more — tracked together.
Complete insurance
Life, health, term, general and home insurance cover in one view.
Liabilities & loans
Home, car and personal loans plus LAS, so you see net worth clearly.
Goals & planning
Set financial goals and track progress toward them over time.
Family view
Bring the whole household's wealth into a single, shared picture.
Net worth clarity
Assets minus liabilities — always know exactly where you stand.
How it works
Add
Bring in assets, policies and loans across categories.
Organize
Group by family member and asset class.
Plan
Set goals and map them to your holdings.
Track
Watch your net worth and goals progress over time.