My Networth

One app for Filing, Organizing, and Managing Your money matters

Tired of scattered finances? Organize all your investments, ongoing loans, and insurance policies in one place. Record your nominees, document their claim procedures, and upload key documents required for claim settlement. Consolidate the total family income for efficient budgeting, estimate post-retirement expenses to assess whether you have financial control over the life you want later. Get this app to automatically calculate the maturity benefits for your investments and insurances as well as generate dynamic insights into your financial stability and security. 

Money Mess? Let’s Fix That!

Start organizing your personal finance details in one place

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Catalog Your InvestmentsRecord Your Nominees and Legal Heirs

Our Services

Image for Investments
Consolidate and manage all your investments in one place and see if they match your financial goals. Track your returns, check how much they could grow, store important investment-policy documents, check your liquidity status, determine your asset allocation, figure out your net worth, get insightful analytics—plus much more.
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Store all your insurance policies in one place and assess if you’ve got things sufficiently covered for the unexpected—like a job loss, sudden hospitalization, or an accident. Also, assess whether your family has a safety net against your ongoing loans should the unfortunate event of your passing—God forbids—occurs. Get a sense of how financially secure your family would be.
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Keep track of all your loan EMIs and see how close you are to clearing them. Figure out which loan makes the most sense to pay off first based on a few key factors. Know exactly when your disposable income will go up once a loan is fully paid off, plus others.
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Keep a clear record of your nominees and legal heirs for all your investments, insurance policies, and other assets. Note down their share so they’re not left guessing. Upload claim documents and leave step-by-step instructions, which they can refer to when the time comes. Ensure the money you parked in assets and insurances does not remain unclaimed.
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Plan your monthly budget and see how your actual spending compares. Stay in the loop on unexpected income or one-time cash boosts. Spot and curtail wasteful recurring expenses—like subscriptions you don’t really use—so your money goes where it matters. Also, get insightful analytics about your spendings.
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Plan your post-retirement income thoughtfully—not just to sustain yourself and family when you have no active income, but to have the wherewithal to indulge in those leisure activities you may have missed during your student and working years over the course of your retired life.
Have Investments? File, Organize, and Manage them

 

Have Insurance Policies? File, Organize, and Manage them

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