fingho

For HNIs & family offices in India

Your wealth has no target. So you can't tell if it's on track.

Most families know roughly what they own. Few have set what it should be worth in 5, 10, 20 years, or have a plan to get there and a way to see how far off they are today.

  • Preservation and growth targets for the family, and for each member and entity.
  • A plan for how to reach them: where to allocate, and how much.
  • A live reading of where you stand against that plan, not a once-a-year review.
Target 2036 You, today −14% vs plan 201620262036
Illustrative figures.

The question no one answers

Every investment was a bet. Do you know which ones paid?

That stock tip from 2019, the plot bought in 2015, the fund you switched into last year: what each has actually returned, short term and long term, against what you paid.

  • Return on every holding against its cost and its purchase date.
  • Short-term vs. long-term performance, side by side.
  • Where your money actually sits: by asset class, sector and country.
    Illustrative figures.

    Inheritance, solved

    Inheritance should be a handover, not a hunt.

    One source of truth for everything the family has built up and parked: every account, deposit, property and holding, with its owner.

    Book-keeping by your own team
    Your accountant or family office staff keep it current, inside your system.
    Audited
    Every entry and every change is recorded with who made it and when.
    Warned in advance
    Alerts tell you ahead of time what is due, from a property maintenance payment to the right time for a fund switch.
    Family book one source of truth
    Savings A/cIndividual
    Fixed depositHUF
    Demat holdingsCompany
    Property deedIndividual
    Mutual fundsIndividual
    PPFMinor
    Society maintenance due in 7 days
    FD matures on 14 Nov: renew or move?
    Exit-load window ends: review fund switch

    Clarity

    See all of it, in one view.

    • Bank accounts, FDs, PPF, mutual funds, demat holdings and real estate, all together.
    • Across every family member, HUF and company, or one at a time.
    • Broken down by asset class, owner, sector and country.
    • Bank and broker statements imported, not retyped.
    Family total₹ 184 Cr
      Illustrative figures.

      Control

      Know before it matters.

      • Targets against actuals, at family, member and entity level.
      • Alerts for upcoming dues, maturities, renewals and rebalancing.
      • Performance of every bet over the short term and the long term.
      0%of 2030 growth target
      • Advance tax instalment
      • Property maintenance
      • Rebalance: equity above plan by 6%
      • PPF yearly deposit
      Illustrative figures.

      Confidence

      Numbers the whole family can trust.

      • A full audit trail: every login, edit and delete.
      • Access levels: Read, Write, Admin. Give the next generation read access today; switch off anyone's access in one click.
      • Passwordless email sign-in; documents and saved logins encrypted.
      • Your own dedicated cloud account and, if you like, your own domain. Your data is never pooled with anyone else's.
      Audit log

        Pricing

        Simple pricing. No percentage of your wealth.

        One-time setup

        ₹0

        + GST

        Deployment in your own cloud account, your domain, migration of your existing records, and onboarding for your team.

        Cloud infrastructure

        ₹0/ month

        tax inclusive

        Hosting, database, file storage and email for your family's dedicated deployment.

        No per-user fees · No percentage of assets under management

        Want the source code to build on yourself? Source code purchase is available for families who want to customise it in-house.
        Contact us

        Contact

        Talk to us.

        A conversation, not a sales funnel. Tell us how your family's wealth is held today.

        Emailcontact@fingho.com Phone+91 95455 24246 WhatsApp+91 95455 24246