Everything you own, in one place.

Feed it the statements you already download.

No typing fund by fund. One consolidated account statement brings in every fund, folio and transaction you hold across AMCs — years of history in seconds.

• CAMS + KFintech consolidated CAS (PDF) — every AMC, full history
• CAMS ActiveStatement (PDF) and MFCentral CAS (Excel)
• MFCentral capital-gains report — the exact figures your registrar worked out
• Shares from the holdings export of Zerodha Console, Groww, Upstox, Angel One, ICICI Direct, HDFC Securities or Kotak — or a simple sheet of your own
• NPS from the CRA statement, and any other asset class in bulk from a CSV template
• Password-protected PDFs open right in the app
• Common spreadsheet files too — work from data you already trust

Every file is read on your device and never uploaded. Statements are checked against the owner’s PAN and name, so a spouse’s CAS does not land in your profile by mistake, and importing the same statement twice adds nothing.

Every fund, down to the last instalment.

Open any holding and see what it is really doing — not just today’s value.

• Current value, money invested and the gain in rupees and per cent
• Current XIRR and lifetime XIRR — the yearly return that allows for when each rupee went in
• Units, average cost, latest NAV and the day’s change
• Every purchase still held: date, units, price, gain and days held — handy before you sell
• Best and worst funds since you invested, on the dashboard
• A thin colour bar on each holding shows how much of it is already promised to your goals

Not just funds. Everything you own.

Net worth is more than a mutual-fund statement. Add each thing you own once, with the fields that matter for it — an FD’s rate and maturity, a PPF account’s yearly deposits, a property’s purchase price, a policy’s premium.

• Mutual funds
• SIFs
• Stocks
• ETFs
• US and foreign stocks
• Unlisted shares and ESOPs
• Crypto
• Fixed deposits
• Recurring deposits
• Bonds and NCDs
• Post-office schemes
• Sukanya Samriddhi
• EPF
• PPF
• NPS
• Gold and silver
• Sovereign gold bonds
• Property
• Vehicles
• Insurance
• Bank accounts
• Cash
• Money lent

And on the other side: home loans, car loans, personal loans and credit-card dues, with their EMIs and end dates. Deposits grow by their own rules — quarterly compounding, yearly PPF interest — so the value is right without you updating it.

One number, and what is inside it.

Everything you own minus everything you owe, grouped the way you think about it, with the change since last month.

• Where it is: funds, shares, deposits and small savings, retirals, gold, property, insurance, cash
• Emergency fund in months of spending and EMIs
• A protection check — life and health cover against a rough need
• Your mix against the target you set, with a nudge only when it drifts
• Every loan and card with its EMI, and the total going out each month
• Net worth over time, with a five-year projection

The whole household, together or one by one.

Give each family member a profile with their own funds, assets, SIPs and reports. Then switch on the family view to see everyone added up.

• Family net worth, split by member
• Household goals funded by more than one person — a child’s education from both parents
• Every screen and report works for one member or the whole family
• Two sample families built in to explore — Arjun and Meera, Rajesh and Lakshmi — never counted in your own totals

Each SIP, with its own report card.

Let the app find your SIPs in your transactions, or add them by hand. Each one shows how many instalments have gone in, what they are worth and the return they earned.

• Monthly amount, start date, instalments, invested and current value
• XIRR for each SIP and for all of them together
• Mark a SIP stopped when you stop it — the history stays
• Every transaction in one searchable list, filtered by type