Family wealth

A family wealth tracker for Indian households

Managing a household's finances often means tracking several people's investments and accounts. PetalFolio lets you keep those records organised by family member while still understanding the combined picture.

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Why use PetalFolio?

PetalFolio is designed for Indian households that want one clear view of money they already own and owe. You keep your investments and accounts where they are; PetalFolio helps you organise the information and understand the bigger picture.

Separate profiles

Keep one person's financial information distinct from another person's information.

Household overview

See the broader household position without losing the individual breakdown.

Investments and accounts

Track mutual funds, stocks, bank accounts, FDs, insurance, loans and other supported financial records.

Goals and reminders

Use supported goals, reminders and alerts to stay on top of financial tasks.

Less spreadsheet work

Replace scattered personal spreadsheets with one structured dashboard.

Privacy-focused

PetalFolio is designed around private financial tracking rather than public sharing.

A practical alternative to scattered spreadsheets
Start with the accounts that matter most, then build your financial picture over time. You can keep family members separate while still seeing the household as a whole.

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