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Kashly Family Account

One account for everyone you look after

Bring your spouse, parents and children together in one family account. See what everyone owns, plan what you are saving for, and get an expert who knows the whole picture.

Free for families • No paperwork • Each member stays in control

What a family account gives you

Built around the household, not the individual

Family Portfolios

One view of what the whole family owns, with a breakdown by member. No more logging in and out of five different accounts.

  • Combined family portfolio value
  • Each member's holdings and SIPs
  • Works across India and for NRI members

Family Goals

Turn vague intentions into goals with a target and a date, then see whether your investments are keeping pace.

  • Education, home, retirement and more
  • Progress tracked against each goal
  • Plans you can review with an expert

Invite and Approve

Privacy comes first inside a family too. Members join by invitation and nothing is shared until they say yes.

  • Invite members by email
  • Each member approves the request
  • Investments stay in their own name

One Expert for the Family

A Kashly expert who understands the whole household, not just one account, and helps you act on it.

  • Family portfolio review
  • Rebalancing as goals change
  • Help with nominees and paperwork

Goals are easier when the whole family is in

A child's education is rarely funded from one person's account. Family goals let you plan with the full picture, so you know what is covered and what still needs attention.

Children's education
A family home
Parents' healthcare
Retirement
How It Works

From sign-up to a family that's sorted

Four simple steps to bring your family's money together. No paperwork, no fees.

1

Create Your Account

Sign up free in minutes and complete a paperless KYC.

2

Invite Your Family

Add your spouse, parents or children by email. Each member approves.

3

See It All, Set Goals

View the whole family's portfolio and plan your goals together.

4

Review With an Expert

Get a personalised review, fix the gaps and invest with confidence.

Our Services

Everything your family needs to
grow, protect and plan

One family account, with every service your household needs under one roof

Free Family Health Check

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.

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Family Account - Frequently Asked Questions

Free for Families

Get your family's money sorted today

Bring every member's investments into one account, plan your goals together, and get an expert who knows your whole family's picture.

Free for families • Expert guidance • Lifetime support

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