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Free to download. Every feature unlocked for 14 days — no card, no sign-up. Pick the device you use most, or both: they share one backup file.
For Windows 10 and 11, from the Microsoft Store. The big screen suits imports, reports and planning, and the Store keeps the app updated for you.
Prefer a plain installer? Download it from this site — the same app, licensed to one PC.
From Google Play. Your whole picture in your pocket, with the same reports and checks, rebuilt for one thumb.
For 14 days every feature works on your own numbers, so you can judge it properly. Only saving your own reports as PDF or Excel waits for the purchase — the sample families’ reports export freely, so you can see exactly what you will get. After that, nothing you entered is lost and nothing locks you out.
One payment in the store you installed from — Microsoft Store or Google Play. No subscription, no renewal, no ads.
The core tracker stays free for good, and your backups always work.
For 14 days everything works on your own data. Exporting your own reports to PDF or Excel is the one thing that waits for the purchase — export the sample family’s reports instead to see exactly what you will get. After day 14 the Pro screens stay visible and show what they would unlock.
| Feature | First 14 days | Free, for good | With one payment |
|---|---|---|---|
| Your portfolio — free for good | |||
| Import CAS, CAMS, MFCentral, broker and NPS statements | |||
| Holdings and dashboard with XIRR; transactions; SIPs | |||
| Allocation charts, Refresh NAV, Find a fund, labels, search | |||
| App password, privacy mode, backup and restore, Google Drive backup | |||
| Investor Guide, glossary and the seven calculators | |||
| Everything you own | |||
| Add all 23 kinds of holding, loans and cards | |||
| Your net-worth number and where it is | |||
| Net worth over time and the five-year projection | – | ||
| Emergency fund, protection check, mix vs target, what to do next | – | ||
| Family | |||
| One profile | |||
| Family members and the combined household view | – | ||
| The two sample families, to explore | |||
| Planning and checks | |||
| Plan Builder and life-stage advice | – | ||
| Goals, retirement and FIRE, withdrawals | – | ||
| Fund health, growth and benchmarks, yearly review | – | ||
| Protect and pass on | |||
| Policy check — the yearly return of a plan you are offered | |||
| Policy check — full comparison, continue or stop, saved policies | – | ||
| Insurance check and premium reminders | – | ||
| Will draft, nominees and where the papers are | – | ||
| Tax reports and exports | |||
| Tax-year countdown on the dashboard | |||
| Capital gains, lot-wise working, 112A columns, tax-saving tracker — on screen | – | ||
| PDF and Excel of the sample family’s reports | |||
| PDF and Excel of your own reports | |||
The first time you open it, the app shows a short welcome tour and a set-up page. You can explore with a sample family before touching your own files.
Drop in a CAS, CAMS or MFCentral file. Funds, folios and every transaction come in at once.
Shares, deposits, EPF, PPF, NPS, gold, property and loans — once, with the fields that matter.
Answer a planner’s questions and get a monthly amount, a mix and your goals.
The best start is a consolidated account statement (CAS) covering CAMS and KFintech, with the full transaction history. Ask for the detailed version, from your first investment to today, on the CAMS, KFintech or MFCentral website. It arrives by email, usually as a password-protected PDF — OffGridWealth opens those.
Filing this year? Also download the MFCentral capital-gains report for that financial year.
Not ready? Tap Try with sample data. Two made-up families load in — Arjun and Meera, who follow a model plan, and Rajesh and Lakshmi, who make the mistakes the app is built to catch. They never count in your own totals.
Download it, open the sample family, and import your own statement when you’re ready. Fourteen days, every feature.
Free to download. Every feature unlocked for 14 days — no card needed to start. After that the core tracker stays free, and Pro unlocks every feature page with one payment. Never a subscription.
