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FM

Your family's financial safety net

Every policy. Every fund. One place.

FolioMunshi gives your family a single, private dashboard for all your insurance, mutual funds, fixed deposits, and loans — so nothing is ever lost, forgotten, or unclaimed.

Secure my family's future → ▶ Try a live demo See how it works
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🔐Private PIN-protected dashboard
🇮🇳Data stored on Indian servers
📜Built by someone who actually uses it
🚫Data is never sold to anyone
📱Works like a native app — no download needed
The uncomfortable truth

Does your family know
where your documents
wealth actually is?

Most Indian families have 3–7 financial products spread across insurers, AMCs, banks, and brokers. No single view. No clear instructions left behind.

When something happens — families spend months trying to piece together what existed, what it was worth, and how to claim it. FolioMunshi changes that.

₹22,000 Cr+
Unclaimed life insurance sitting with Indian insurers — because families didn't know the policy existed. *Source: IRDAI Annual Report 2023-24
Most families
have no single place where all their financial products — policies, mutual funds, FDs — are documented and accessible to the people who need them most.
Months. Years.
The time families spend piecing together what existed and how to claim it — simply because documentation was never organised in one place.

Everything organised.
Nothing left to chance.

Built for the Indian financial ecosystem — insurance, mutual funds, FDs, loans, and more.

Free 🛡️

Insurance Overview

Term, health, car, and other policies in one view. See your cover, premium dates, and nominee details at a glance.

Never miss a renewal
Basic 📈

Mutual Fund Tracker

Live NAV from AMFI. XIRR calculated automatically. CAS import syncs your portfolio in seconds — no manual entry.

Live NAV · Auto XIRR
Basic 🎯

Goal-Based Investing

Map your portfolio to life goals — child's education, retirement, a home. See if you're on track with projections.

On track / Needs attention
Basic 🔔

Automatic Reminders

Email alerts at 30, 10, 5 and 2 days before every premium due date. Maturity alerts. Nothing falls through the cracks.

30 · 10 · 5 · 2 day alerts
Platinum 🏦

Fixed Deposit Tracker

All your FDs in one place. Maturity alerts, interest projections, and an AI health analysis that spots better rates available in the market.

AI rate comparison
Platinum 🏠

Loans & EMI Tracker

Home loans, car loans — tracked with an amortisation view. An AI prepay advisor tells you exactly when prepayment saves you the most.

AI prepay advisor
Platinum 💬

WhatsApp Portfolio Bot

Ask your FolioMunshi anything on WhatsApp — portfolio value, upcoming premiums, FD maturities. Instant answers, no app needed.

Instant · Conversational
Platinum 👨‍👩‍👧

Nominee Emergency Access

Give your nominee a private read-only link. No account needed. One PIN — and they see everything to file claims and protect your wealth.

No account needed for nominee
Basic 📱

App Without an App

Add FolioMunshi to your home screen on iOS or Android. It works exactly like a native app — no App Store, no updates, no downloads.

PWA · Works offline
See it in action

Your financial picture, finally in one place.

Viewing Rahul's sample dashboard — real Platinum features, fictional data.

Make it yours:

The interactive demo is best experienced on a desktop or laptop. Tap below to open it in a new tab on your phone.

Open live demo →

🔒 Read-only demo. No real data. No login required.

Like what you see?

Get my FolioMunshi dashboard →
Platinum tier highlights

Built for every corner
of your financial life.

Every module is thoughtfully designed — detailed enough to be useful, simple enough for your family to use in an emergency.

FolioMunshi Insurance Dashboard
Platinum
Complete Insurance View
Every policy — Term, Health, Car, and Others — with cover amounts, renewal countdowns, lapsed alerts, and document storage.
Life Insurance Protection Meter
Upcoming payments & 12 Month Payment Pattern
Nominee details on every card
One-tap document upload & retrieval
FolioMunshi WhatsApp Portfolio Bot
Platinum · Exclusive
WhatsApp Portfolio Bot
Your complete financial summary — portfolio value, upcoming premiums, FD maturities — delivered on WhatsApp. Just ask. No other platform offers this.
Portfolio summary on demand
Upcoming premium reminders
Upload renewal docs via WhatsApp
Securely sends WhatsApp messages to only your registered number
?
Tomorrow

What happens to your family
the day after
you're gone?

  • Does your spouse know which insurer to call first — and what the policy number is?
  • Do they know which AMCs hold your SIPs — and how to redeem them?
  • Is your nominee name correct on every single policy you hold?
  • Will they have to fight for 4 years to claim what's rightfully theirs?
  • With FolioMunshi — they open one link, enter one PIN, and see everything. Immediately.

Up and running in minutes.

1

Talk to your FolioMunshi

Get in touch. Your FolioMunshi collects your policy and investment details — a one-time 15-minute setup.

2

Get your private link

You receive a unique, PIN-protected dashboard link. Save it as an app on your phone — it's yours forever.

3

Your dashboard is live

NAV updates daily from AMFI. Renewal reminders go to your inbox automatically. Your financial picture, always current.

4

Your family is protected

Share your nominee link and PIN. In an emergency, they open it — and have everything they need to claim your wealth.

Simple, honest pricing

Pick the plan that fits your family.

Start free. No credit card required to try.

Monthly Yearly Save up to 29%
Starter
Free
 
 
Get a feel for FolioMunshi
  • 1 insurance policy (view only)
  • 1 mutual fund folio (view only)
  • Private PIN-protected dashboard
  • No renewal reminders
  • No document upload
  • No Fixed Deposit tracking
  • No Loan tracking
  • No family/nominee access
Start free →
Basic
₹175
per month
or ₹1,499/year — save ₹601
Everything your family needs, day to day
  • Up to 5 insurance policies
  • Unlimited mutual fund folios
  • Live NAV + automatic XIRR
  • CAS import (CAMS/KFintech)
  • Renewal reminders (30/10/5/2 days)
  • Insurance document upload & storage
  • Life Protection Meter
  • Goal-based investing view
  • Add to home screen (PWA)
  • No Fixed Deposit tracking
  • No Loan tracking
  • No WhatsApp bot
  • No nominee access
Get started →
Best Value
Platinum
₹349
per month
or ₹2,999/year — save ₹1,189
The complete financial picture — for the thorough planner
  • Everything in Basic
  • Unlimited insurance policies
  • Fixed Deposit tracker + AI analysis
  • Loans tracker + AI prepay advisor
  • WhatsApp portfolio bot
  • Nominee emergency read-only access
  • Health & Car premium change alerts
  • Priority support from your FolioMunshi
Get Platinum →

All plans include your private PIN-protected dashboard link. No app download required. Cancel anytime.

AM
Built by your FolioMunshi

Amit Mehta

Over a decade spent watching Indian families lose track of what they own and struggle to piece it together when it mattered most — that's the problem FolioMunshi was built to solve. FolioMunshi started as a tool I needed myself — now it's available to everyone who's ever lost track of a policy or a folio.

It takes 15 minutes. It lasts forever.

Stop leaving it to chance.

Talk to your FolioMunshi →

Email Amit directly. No forms. No bots. A real conversation.