Famli: Financial Planner App

FAMLI: Plan, Grow and Secure your family's wealth

About this app

Still using spreadsheets to track your and your family's money? By the time you update it, the market has moved. Famli syncs your bank accounts, mutual funds, stocks, EPF, automatically.

One view. One family. No more switching apps. See Your Entire Financial Life - In One Place

Famli gives you a complete, real-time view of your wealth - across bank accounts, investments and loans - automatically synced and intelligently organised.

No spreadsheets.
No switching between apps.
No financial blind spots.

Share financial visibility with your family, plan goals together, and get AI-powered guidance tailored to your unique financial picture.

Built for modern Indian professionals who want clarity, control and peace of mind for family.

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Why Famli is the best for your family?

Most finance apps focus on one piece of your money.
Famli shows you the whole picture. With Family, you can-

• Auto-sync bank accounts
• Track mutual funds, stocks, PF, NPS and more
• Monitor cards, loans and credit score
• Organise insurance policies
• See your true net worth anytime

Don’t do the heavy lifting yourself

Share financial access securely with family

• Co create and co manage your family’s financials goals
• Get AI-driven financial insights
• Backed by SEBI-registered research and advisory

This is not just tracking.
This is financial clarity.
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Your Financial HQ

Think of Famli as your personal financial command centre.
Instead of juggling 2–3 apps, see:

✓ Total assets
✓ Total liabilities
✓ Net worth growth
✓ Portfolio allocation

All in one structured dashboard.
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Built for Families, Not Just Individuals
Money impacts more than one person.

Famli lets you:

• Share selected or complete financial information
• Keep spouse or/and parents informed
• Prepare for emergencies
• Maintain privacy and control

Because financial future should not depend on guesswork
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AI That Understands Your Money

Famli’s AI assistant helps you make sense of your data.

Ask:

• How healthy is my financial position?
• Am I overexposed to debt?
• Is my asset allocation balanced?
• How can I improve my cash flows this week?
• How can I reach my goal faster?

Get simple, intelligent answers - based on your real numbers.
Not generic advice.
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Designed for Busy Professionals

If you're someone managing career, family and responsibilities, you don’t have time to manually track everything.

Famli automates financial organisation so you can focus on decisions - not data entry.
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Secure. Responsible. Compliant.

Built with strong encryption and security practices.
Operates with SEBI-registered advisory credibility.
You stay in control of what you share and with whom.
We don’t store your account numbers
We don’t sell your data or show you Ads
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Who Is It For?

• Working professionals
• Dual-income families
• Individuals managing multiple investments
• Anyone wanting a complete wealth overview
If you want financial clarity without complexity, Famli is built for you.
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Take Control of Your Financial Future
Download Famli and experience a smarter way to manage wealth — together.
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Famli Technology Products Pvt. Ltd. is a SEBI-registered Investment Advisor, operates under SEBI-registered advisory framework. and is ISO 27001 Certified.

What’s new

Flexible account linking experience during onboarding.
Improved accessibility.
Mutual fund ratings now include ELSS and Index Funds.
Faster app performance and responsiveness.
Multiple bug fixes and stability improvements.