FAQs

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.

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.

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.

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 necessarily - Famli complements your existing advisors by organizing your data and surfacing smart insights.

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.

We plan to offer premium subscriptions, advisory partnerships, and integrated product discovery in the future.

Upcoming features include investment recommendations, insurance planning, estate tools, and an AI-powered Research Buddy.

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.