- 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
SEBI-Registered Investment Adviser
RBI-regulated Account Aggregator framework
Available on App Store and Google Play
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Worth of wealth synced
For every generation
Get access to your complete financial picture in
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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
What families are saying
See why people are choosing a better way to manage wealth
Real feedback from people who use Famli to bring their finances together, gain a clearer picture of their wealth, and make smarter decisions with confidence.
These are genuine reviews shared by real Famli users. Individual experiences may vary. Famli is a SEBI-registered Investment Adviser (INA000021979); it provides visibility, consolidation and guidance only.
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Frequently Asked Questions
Famli’s advisory offering is being developed. Users can currently use the platform for tracking, planning, research and insights, while additional advisory capabilities shall be introduced soon
Yes. You can use Famli to consolidate and track your financial information, manage goals and understand your overall financial position without having to opt for an advisory service
Famli brings your financial information together in one place, giving you a consolidated view of your investments, liabilities, insurance and overall net worth so that you don’t need to check multiple platforms separately.
You can contact Famli’s support team for assistance at support@famlilife.com
Yes, you can. Connecting your bank isn’t mandatory on Famli. You can add your financial details manually and still get your full net worth view. If you ever want to link later, it’s done through the secure, RBI-regulated Account Aggregator framework, not through a direct bank login. Famli never sees your passwords or account numbers
No. Famli never asks for your bank login credentials or OTP, and you should never share these with anyone claiming to represent Famli. Account linking happens through the RBI-regulated Account Aggregator framework, a consent-based system where your credentials are not shared with Famli. We only receive the data you’ve approved for sharing. RBI’s framework specifically requires Account Aggregators not to request or store customer credentials such as passwords and PINs.
Yes, you’re in control of your data. You can delete your profile and associated data directly from the app settings whenever you’d like.
Right now, there isn’t a way to delete just one specific financial account’s information while keeping the rest of your profile. However, you can exclude any specific account from your networth. Simply click on any investment or liability and click on three dots in top right and click on “Exclude from net worth”
No. Famli only fetches your financial data for you to help with your financial planning. It cannot make transactions or move money from your bank account in any way.
If an account isn’t syncing correctly, it could sometimes be due to the API being temporarily down, since data is fetched through the RBI-approved, secure Account Aggregator pipeline. In that case, you can try re-linking the account after a while and check again. Also, please note that joint accounts aren’t supported for linking yet, as this isn’t currently approved under the RBI framework. If the issue still persists otherwise, please reach out to us so we can look into it and get it resolved.
Yes, you can track your EPF and NPS accounts on Famli through the RBI-approved Account Aggregator framework.
PPF syncing it isn’t yet available under the RBI-approved Account Aggregator framework. We’ll let you know if this changes and PPF syncing becomes available in the future.
Famli updates financial data based on the respective refresh cycles.
Assets: Updated daily, generally between 6 AM–10 AM
Liabilities: Updated once a month
Therefore, a recent transaction or self-transfer between your linked accounts may take some time to reflect in Famli. It will appear after the next scheduled data refresh.
Famli brings your financial information in a single dashboard to give you a consolidated view of your investments, bank accounts, loans and other liabilities and overall financial position. You choose what information you want to view, and connecting your accounts is optional.
Your account is synced through a secure, consent-based data-syncing process. Famli fetches only the financial information you have authorised to be shared, helping you track your finances in one place.
You can access your financial data. At Famli’s end, data is kept in non identifiable containers, which means that our team can not access how much wealth a specific user has. Access is controlled through security measures and applicable privacy and data-protection practices. You remain in control of the information you choose to share with your family through the app.
No. Famli does not sell your personal or financial data. Your information is used to provide and improve the services offered through Famli, subject to its Privacy Policy.
Yes. Connecting your bank account is optional. You can manually add relevant financial information and explore Famli without connecting your bank.
Famli uses encryption, access controls, secure infrastructure and monitoring to protect your information. Your financial data is synced through a secure, RBI-regulated data pipeline with your consent and is encrypted at each step and stored in non identifiable containers. Famli is also ISO 27001 certified and a SEBI-registered Investment Adviser.
Yes. Connecting your bank account is completely optional. You can manually add your financial information and still use Famli to view and organise your financial information. You can choose to connect your accounts later whenever you’re comfortable.