Net worth tracking

Know your net worth, not just your investments

Your financial health is bigger than your mutual funds and stocks. A useful net worth view includes the assets you own and the liabilities you owe.

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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.

Assets together

Bring investments, bank balances, fixed deposits, insurance-related values and other assets into one view.

Liabilities included

Track loans and other liabilities so your wealth picture is not overstated.

Household view

See individual family profiles separately and the combined household position together.

Changes over time

Use the information you maintain in PetalFolio to understand how your financial position changes.

More context

Combine net worth with expenses, goals and other financial information already supported by the app.

Start small

You do not need every account on day one. Add the important pieces first.

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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