- One view of all your finances
- AI Insights for smarter decisions
- Unbiased, goals-based advisory
One Secure App for Your Family FinancesStocksMutual fundsBank accountsInsuranceLoansCredit Cards
For every generation
Get access to your complete financial picture in
seconds
Make smarter decisions with a highly trained AI wealth advisor.
What's in it for you?
Net Worth Tracker
A single family-centric dashboard that brings together everything you own and owe
- All accounts, loans, credit cards and insurances in one view
- Your complete financial story at a glance
- Not just personal, but at a family level too!
Secure Family Sharing
Give your family secure, one-tap access to view your combined net worth.
- Financial visibility with full consent and complete control.
- Align and manage investments together for your family’s goals.
- Stay informed, connected, and never miss a beat.
Research Buddy
The wise financial companion you need who understands you and your family.
- Research made simple via trusted sources of data.
- Hyper-personalised to match your family’s needs.
- Unbiased, driven by data not emotions.
Goal Based Planning
Plan and track life goals together – from education to dream home to retirement.
- Make money decisions with objective goals.
- See exactly how your investments map to real-life goals.
- Align as a family and move towards goals with clarity.
Coming Soon
Vault
Store, organize, share and access important family documents safely, anytime.
- Every document that matters to your family, now at a secure location.
- Easy access at any time of the day or night.
- Quick summary of key document details.
Coming Soon
Legacy Planning
A simple way to transfer your wealth to future generations.
- Organise nominations, wills, and beneficiaries in one clear place.
- Ensure your assets are passed on smoothly and exactly as you intend.
- Give your family clarity, security, and peace of mind for the future.
Your data is protected at all times
We never sell your data to anyone
We don’t store your account numbers
We are 100%
ad-free
We encrypt your data as per global banking standards
We strictly operate within 100% of SEBI RIA guidelines
We are audited by InCert & are ISO 27001 certified
How It Works
Grow with Us
Collaborate to Empower Millions
Frequently Asked Questions
Famli is a smart, family-centric app that helps you understand, grow, and protect your wealth and legacy – all in one place.
Famli is designed for individuals and families looking for a simple, collaborative way to manage their finances, investments, taxes, succession, and legacy planning, regardless of age or income.
Not necessarily – Famli complements your existing advisors by organizing your data and surfacing smart insights.
We plan to offer premium subscriptions, advisory partnerships, and integrated product discovery in the future.
A family office is a setup used by wealthy families to manage investments, taxes, succession, and legacy planning.
Famli offers the same holistic, long-term planning mindset—powered by AI and accessible to every family, not just the ultra-wealthy.
Not at all—Famli is built for any family that wants to take control of their finances, no matter the size of their portfolio.
Famli does not provide execution-level advice; instead, it offers research, insights, and planning support based on your goals and risk profile.
No – while you can link accounts via account aggregators for convenience, you can also enter values manually or upload documents.
It depends on the data provided – linked accounts stay up to date, while manual entries should be reviewed regularly.
We recommend reviewing and updating manual entries once a month or whenever there’s a major change.
You can use current market rates or our built-in valuation tools for an estimated value.
Yes, you can add home loans, credit cards, or any other EMIs and track their outstanding amounts.
Yes, you can label holdings as joint or HUF and assign visibility to relevant family members.
Absolutely – NRIs can use Famli to manage and collaborate on India-based or global financial information.
Not yet, Famli is available as a native mobile app today but in future we will also launch a web app for easy access across devices.
You can use the in-app feedback option or email us directly at support@famli.life
Famli is free during our early access period—paid plans with premium features will be introduced later.
Upcoming features include investment recommendations, insurance planning, estate tools, and an AI-powered Research Buddy.
Yes, we use bank-grade encryption, follow data privacy laws, and store all information securely.
Yes, you can delete your profile and associated data at any time from the app settings.
Only you and the family members or advisors you explicitly choose to share with.