The platform
Your whole financial life. One screen.
A portfolio and net-worth tracker for your entire family's money. Most people have never seen their true net worth in one number; members see it daily, always current.
Everything you own, in one number.
See the whole family's money
Every account, every member, every asset class: mutual funds, PMS, AIF, real estate, bonds, insurance, gold.
Watch performance live
XIRR, gains and allocation across the whole portfolio, updated continuously and grouped the way you think.
Everything in one place
No more logging into 8 apps and stitching a spreadsheet. Your whole balance sheet, always current.
See what is really inside.
Overlap and concentration, exposed instantly
SEBI's 2025 disclosures confirm it: most large-cap funds hold near-identical stocks. A second or third just multiplies exposure to the same names.
Underperformers flagged by quartile
Funds quietly lagging better peers get surfaced, with cleaner alternatives at the same risk.
Capital gains, tracked
Realised and unrealised, so every clean-up move is planned around your tax position, not against it. Get this review done free.
Rebalancing, simulated before you act.
Forecast the outcome
See the projected allocation, performance and drift correction before a single rupee moves.
Tax-aware by default
Every proposed move is priced with its capital-gains consequence, so the fix never costs more than the problem.
You stay in control
The platform proposes, your advisor explains, and nothing happens until you say so.