Famli: Financial Planner App

Still using spreadsheets to track your and your family's money? By the time you update it, the market has moved. Famli syncs your bank accounts, mutual funds, stocks, EPF, automatically, without ever accessing your account numbers. Auto-updates daily via the secure RBI-licensed Account Aggregators. One view. One family. No more switching apps. See Your Entire Financial Life - In One Place Famli gives you a complete, real-time view of your wealth - across bank accounts, investments and loans - automatically synced and intelligently organised. No spreadsheets. No switching between apps. No financial blind spots. Share financial visibility with your family, plan goals together, and get AI-powered guidance tailored to your unique financial picture. Built for modern Indian professionals who want clarity, control and peace of mind for family. ________________________________________ Why Famli is the best for your family? Most finance apps focus on one piece of your money. Famli shows you the whole picture. With Family, you can- • Auto-sync bank accounts • Track mutual funds, stocks, PF, NPS and more • Monitor cards, loans and credit score • Organise insurance policies • See your true net worth anytime Don’t do the heavy lifting yourself Share financial access securely with family • Co create and co manage your family’s financials goals • Get AI-driven financial insights • Backed by SEBI-registered research and advisory This is not just tracking. This is financial clarity. ________________________________________ Your Financial HQ Think of Famli as your personal financial command centre. Instead of juggling 2–3 apps, see: ✓ Total assets ✓ Total liabilities ✓ Net worth growth ✓ Portfolio allocation All in one structured dashboard. ________________________________________ Built for Families, Not Just Individuals Money impacts more than one person. Famli lets you: • Share selected or complete financial information • Keep spouse or/and parents informed • Prepare for emergencies • Maintain privacy and control Because financial future should not depend on guesswork ________________________________________ AI That Understands Your Money Famli’s AI assistant helps you make sense of your data. Ask: • How healthy is my financial position? • Am I overexposed to debt? • Is my asset allocation balanced? • How can I improve my cash flows this week? • How can I reach my goal faster? Get simple, intelligent answers - based on your real numbers. Not generic advice. ________________________________________ Designed for Busy Professionals If you're someone managing career, family and responsibilities, you don’t have time to manually track everything. Famli automates financial organisation so you can focus on decisions - not data entry. ________________________________________ Secure. Responsible. Compliant. Built with strong encryption and security practices. Operates with SEBI-registered advisory credibility. You stay in control of what you share and with whom. We don’t store your account numbers We don’t sell your data or show you Ads ________________________________________ Who Is It For? • Working professionals • Dual-income families • Individuals managing multiple investments • Anyone wanting a complete wealth overview If you want financial clarity without complexity, Famli is built for you. ________________________________________ Take Control of Your Financial Future Download Famli and experience a smarter way to manage wealth — together. ________________________________________ Famli Technology Products Pvt. Ltd. is a SEBI-registered Investment Advisor, operates under SEBI-registered advisory framework. and is ISO 27001 Certified.