Two fee-only advisory engagements (opening when SEBI registration is granted), a free financial statement review today, a CA desk, and the tools that make every number honest.
Index core, quality large-caps, debt ladder, gold — a written allocation, named instruments, rebalancing bands and quarterly reviews measured by XIRR against the index.
Everything above plus real estate, crypto, commodities, REITs, IPOs and research on your own idea — one adviser who knows the whole balance sheet, with the CA desk for the tax side.
A money-weighted view of your portfolio, built for Indian investors who hold across demat accounts, SIP monthly and occasionally shuffle between stocks.
One row per transaction. Dates as YYYY-MM-DD or DD-MM-YYYY.
| column | meaning |
|---|---|
| date | Trade / credit date |
| type | BUY · SELL · DIV · CASH_IN · CASH_OUT · FEE |
| ticker | NSE symbol, e.g. RELIANCE |
| exchange | NSE (default), BSE, NASDAQ, NYSE |
| qty, price | For BUY / SELL (amount = qty × price) |
| amount | For DIV / CASH / FEE |
| shuffle_id | Same label on the SELL and BUY of a shuffle |
| verified, verify_ref | Dividend checked against bank; statement reference |
Loan & EMI, SIP goal planner, CAGR and age calculators that solve for the missing number and tell you what to do. Advanced family versions for a one-time ₹99.
Open the tools →Sector rotation notes, valuation write-ups and framework explainers, published as they are ready. Educational content only.
Read insights →Every account holder gets a public page at /blog/your-name plus a private notes library. Write in Markdown with maths support, keep drafts private, publish when ready.
Start your blog →Goal-based, fee-only advice for households. Available only after SEBI Investment Adviser registration is granted. Join the waitlist and we will write to you when it opens.
Join the waitlist →ITR filing, income-tax notices, GST, advance tax and tax planning — we connect you with a chartered accountant from our circle, brief them, and stay in the loop. The CA quotes their own fee; we take no cut.
Write your personal income statement and balance sheet in five minutes — income and where it comes from, expenses and where they go, assets and liabilities. We read it like an adviser would and reply within one day. A copy of everything you submit is emailed to you.
Fill in my statementAdvisory engagements open on SEBI registration. Also coming: bank-statement matching for dividends, a family net-worth tracker that reads your statement, and a SlateFlow Android app.