One login for the whole family's money
Most families have investments spread across a dozen accounts, three or four people and, more and more, more than one country. Wealth Plus puts them side by side, so you always know what the family owns.
Mehta family · net worth
US$313,276 ₹2,63,15,138 AED 1,150,504 £247,488
US$4,180₹3,51,120AED 15,351£3,302 this month- Rajesh · Mumbai₹1,12,40,000 in shares, funds, F&O $133,810₹1,12,40,000AED 491,415£105,710
- Nita · DubaiAED 250,000 in UAE and US shares $68,074₹57,18,176AED 250,000£53,778
- Aarav · London£48,500 in an ISA and funds $61,392₹51,56,962AED 225,464£48,500
- Kokila · Ahmedabad₹42,00,000 in shares and bonds $50,000₹42,00,000AED 183,625£39,500
Who usually ends up keeping track
Often one person looks after everyone's paperwork: their own demat, a spouse's trading account, a parent's old shares, a child's mutual funds. Wealth Plus is made for that person.
- A portfolio for each member, with their own PAN and broker
- See one person, or everyone together
- Give a member their own login if they want to see their part
- Download a PDF or Excel statement for any member, for any date
A year with Wealth Plus
What changes once everything is in one place.
Tax season: the return
Download Indian capital gains and income in ITR format, one file per PAN, and send it to your CA. Reports for other countries will follow as they open.
Through the year: no catching up
Upload contract notes as they arrive, or the broker's zip once a quarter. Dividends, bonuses and splits are worked out from your own holding.
March: harvest losses
See unrealised gains and losses across the family before the year closes, and decide what to book.
Family in more than one country?
Children studying in London, parents in Ahmedabad, you in Dubai. Today Wealth Plus tracks the Indian part for all of you; holdings in other countries and one total in your currency are coming next. See Worldwide or join early access.
Questions from families
Can my parents see their own investments without seeing mine?
Yes. Give them a member login and they see only their own accounts. You, as the family login, see everyone.
My spouse and I hold some shares jointly. How is that shown?
The holding belongs to the first holder's account, as in your demat. Gains are reported under that PAN, which is how the tax department sees it too.
What does it cost for a family?
One plan covers the whole family. The price depends on your country and how many members and countries you track, so talk to us or see the plans.
Do I need my parents' passwords for their brokers?
No. You need only the contract notes and statements their broker emails them, or an Excel tradebook from the broker's website.
Your family's wealth, every country, one place
Indian investments work today. Join early access for other countries, currencies and Fintech AI as they open.