Your family's financial safety net
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.
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.
Built for the Indian financial ecosystem — insurance, mutual funds, FDs, loans, and more.
Term, health, car, and other policies in one view. See your cover, premium dates, and nominee details at a glance.
Never miss a renewalLive NAV from AMFI. XIRR calculated automatically. CAS import syncs your portfolio in seconds — no manual entry.
Live NAV · Auto XIRRMap your portfolio to life goals — child's education, retirement, a home. See if you're on track with projections.
On track / Needs attentionEmail 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 alertsAll your FDs in one place. Maturity alerts, interest projections, and an AI health analysis that spots better rates available in the market.
AI rate comparisonHome loans, car loans — tracked with an amortisation view. An AI prepay advisor tells you exactly when prepayment saves you the most.
AI prepay advisorAsk your FolioMunshi anything on WhatsApp — portfolio value, upcoming premiums, FD maturities. Instant answers, no app needed.
Instant · ConversationalGive 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 nomineeAdd 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 offlineViewing Rahul's sample dashboard — real Platinum features, fictional data.
🔒 Read-only demo. No real data. No login required.
Like what you see?
Get my FolioMunshi dashboard →Every module is thoughtfully designed — detailed enough to be useful, simple enough for your family to use in an emergency.
Get in touch. Your FolioMunshi collects your policy and investment details — a one-time 15-minute setup.
You receive a unique, PIN-protected dashboard link. Save it as an app on your phone — it's yours forever.
NAV updates daily from AMFI. Renewal reminders go to your inbox automatically. Your financial picture, always current.
Share your nominee link and PIN. In an emergency, they open it — and have everything they need to claim your wealth.
Start free. No credit card required to try.
All plans include your private PIN-protected dashboard link. No app download required. Cancel anytime.
SEBI-registered Mutual Fund Distributor and Independent Financial Advisor with over a decade of experience helping Indian families build, protect and pass on their wealth. FolioMunshi is built on the tools I use to manage my own clients — now available to you.
Email Amit directly. No forms. No bots. A real conversation.