Your family's money,
finally in one place.
Track every member's investments, plan goals together, and make sure nothing gets lost when it matters most. With a real expert on your side.
Amount Invested
Happy Families
Countries Served
Money is personal.
Managing it is a family job.
Most investing apps are built for one person. Real money decisions involve your spouse, your parents and your children.
Scattered everywhere
Funds, fixed deposits, policies and accounts spread across apps, banks and paper files.
One person knows it all
If only one person knows where everything is, the family is one emergency away from confusion.
Nominees nobody checked
Missing or outdated nominees turn a loss into months of paperwork for the people left behind.
Parents here, children abroad
Helping your parents from a distance is hard when you can't see the full picture.
lies unclaimed in Indian banks, insurance policies, dividends and mutual funds, mostly because families did not know it existed.Source: Government of India data on unclaimed financial assets (PIB)
One account for the whole family
Everything your family owns, plans and needs help with, in a single Kashly account
Family Portfolios
See every member's investments in one view. Each member joins by invitation and approves before anything is shared.
Family Goals
Plan a child's education, a home, your parents' healthcare and retirement, and track the progress together.
Expert By Your Side
A dedicated Kashly expert reviews your family's portfolio, flags the gaps and helps you fix them.
Built for the one who looks after everyone
Every family has someone who keeps track of the money. Kashly makes that job easier.
Managing your family's money
Your investments, your spouse's and your parents', finally in one place instead of five apps and a folder of papers.
Living abroad, parents in India
Stay on top of your family's Indian investments from anywhere, with a dedicated NRI expert to guide you.
Planning for the people you love
Simple, guided help to organise a lifetime of savings, so your children are never left searching.
From sign-up to a family that's sorted
Four simple steps to bring your family's money together. No paperwork, no fees.
Create Your Account
Sign up free in minutes and complete a paperless KYC.
Invite Your Family
Add your spouse, parents or children by email. Each member approves.
See It All, Set Goals
View the whole family's portfolio and plan your goals together.
Review With an Expert
Get a personalised review, fix the gaps and invest with confidence.
Your family's wealth,
in your pocket.
Download the Kashly app to track every member's investments and your family goals, anytime, anywhere
Family Portfolios
Every member's investments in one view
Family Goals
Plan and track your goals together
SIP & Mandates
Manage your SIPs and payment mandates
Transactions
Monitor all your fund transactions
Purchase Funds
Invest in mutual funds seamlessly
New Fund Offers
Stay updated with latest NFOs
Everything your family needs to
grow, protect and plan
One family account, with every service your household needs under one roof
Grow
Invest for every member and every goal.
Protect
Make sure one bad day cannot undo years of saving.
Plan & File
Stay on top of taxes and know your numbers.
How prepared is your family?
10 questions. 2 minutes. Get a score and a clear list of what to fix. No sign-up needed to see your result.
Trusted by families
across the globe
See how individuals and families use Kashly to grow their wealth,
simplify tax planning, and invest in India with confidence.
"In my busy work schedules, I never got enough time to manage my finances. Kashly team helped me to invest in mutual funds. Their review and rebalance mechanism helps me a lot to get updated on the performance of my investments."
Dr. Nithya, Chengannur
Jr. Resident, Dr. KM Cherian Institute of medicine Science
"Prompt, helpful, knowledgable and informative! I really like how portfolio suggestions have been delivered this efficiently in Kashly."
Hithan Lal, Bangalore
Financial modelling and conversion associate
"Trust is of at most importance when it comes to financial investments. People at Kashly are the best at what they do. They suggested a couple of funds that suited my need and now I am a happy investor, for long term!"
Akash David, Trivandrum
Senior Associate Consultant, Infosys
"I was confused. Should I keep my salary in a FD or do some investments. I find it difficult to understand the stock market. Kashly team helped me to understand the basics and invest in the right asset class."
Joyce Conceptia Martis, Trivandrum
Associate Finance, Furlenco
"I also wanted to invest and attain financial freedom, but didn't know the right approach. Kashly team helped me to plan my financials and Investments to ease up my journey towards financial freedom."
Arun Mathew Kurian, Malaysia
Lead Engineer, Cerium Systems
"Kashly has made it easier for us to invest in the right fashion and derive the benefit of the growing economy. Thanks to the team for providing regular guidance and suggestions on my portfolio."
Anikta Azad, Patna
Assistant Manager, South Indian Bank
Your family's trust, earned the right way
A family's finances are private. Here is how we treat them.
Held in your own name
Kashly never holds your money. Every investment sits directly with the fund house or issuer, in each member's own name.
Shared only with approval
Nobody sees a member's portfolio unless that member accepts the family invitation.
Free, and open about why
Families pay nothing. We earn a commission from fund houses and issuers, and we say so upfront.
Registered and accountable
Kashly is an AMFI registered mutual fund distributor (ARN-186781), recognised by Startup India.