PlusFinance: Family Wealth

PlusFinance

About this app

PlusFinance gives your family one clear view of everything you own and owe.

See your net worth, returns and renewals in one place - without spreadsheets.

WHAT YOU CAN TRACK
- Mutual funds, stocks and US stocks, with live prices and XIRR returns
- Fixed deposits, recurring deposits, PPF, SSY, EPF, bonds and gold
- Real estate and other assets
- Loans and EMIs
- Life, health, vehicle and other insurance, with renewal dates

WHAT YOU GET
- Net worth and asset allocation at a glance
- Day gain, overall profit/loss and XIRR for every holding
- Renewal reminders for insurance and deposits, so nothing lapses
- Goal planning, budgeting and financial health ratios
- SIP, lumpsum, EMI, retirement and other calculators
- Market overview: Indian and global indices, commodities, currencies
- Whole-family view: add family members and see combined wealth
- Import mutual fund statements (CAMS / KFintech CAS) to fill holdings fast
- Home-screen widget for net worth
- Biometric unlock and screen-capture protection to keep your data private

PRIVATE AND SECURE
- Your data is encrypted in transit and at rest, with row-level access control
- No ads. No selling of data
- Delete your account anytime: www.plusfinance.in/delete-account

IMPORTANT
PlusFinance is a portfolio tracking tool. It does not hold or move money, does not execute trades, and does not give investment advice. Figures are estimates based on the data entered and third-party market data. Calculators are for illustration only. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

PlusFinance is operated by Akshay Bhatt, AMFI-registered mutual fund distributor and IRDAI-licensed insurance agent. Questions: [e-mail]

What’s new

First release of PlusFinance: track your portfolio, loans, insurance and renewals in one place.