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Family Wealth Dashboard

Track wealth as a family.

Link spouse, children, and parents to see your combined family net worth in one view. Assets from all members, liabilities of all members, and a unified family balance sheet. Unique in India — no other app does this.

Family Wealth Dashboard
Up to 5 family members (Family Plan)
Individual + family net worth views
Combined assets and liabilities
Monthly family wealth growth chart
Family AI Spend Agent consultation
Unique in India — no competitor has this

How it works

1

Add Family Members

Invite spouse, children, or parents by phone number.

2

Each Member Tracks

Every member maintains their individual financial data.

3

See Family View

Toggle to Family View — all assets and liabilities combined.

4

Family Net Worth

Total family net worth with monthly growth tracking.

5

Multi-Gen Planning

Family-level goals and wealth-building conversations enabled.

Family Financial Audit

Family liabilities exceed assets? Book a FREE family financial audit.

Talk to an Adviser — Free

WhatsApp · Sampathkumar & Co · +91 8675 822 822

Frequently Asked Questions

Spouse, children (including adult children), parents, and in-laws — up to 5 members total. Each member needs their own Wealthness Culture account (free plan is sufficient for family members).

Free to get started

Start Your Wealthness Journey

Access all 11 financial modules free. No credit card required.