Client Portal

Your entire net worth,
one calm dashboard.

Mutual funds, stocks, insurance, loans and your whole family's wealth — together in one private, always-current view. Built by PlusFinance for the people we advise, and free to use.

Free · Sign in with Google · No credit card

Everything you own, in one place

Stop stitching your finances together across apps, statements and spreadsheets. PlusFinance pulls it all into a single, honest picture.

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Mutual Funds & Stocks

All your holdings with live prices, auto-updated NAVs, and real-time gain/loss — no manual entry every day.

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Insurance & Loans

Track every policy and liability alongside your assets, so your true net worth is always honest.

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Family Net Worth

Link family logins and see the whole household in one consolidated view — or keep them separate. Your call.

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Smart Calculators

SIP, retirement, goal and emergency-fund planners built in, so you can plan scenarios in seconds.

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One Clear Overview

Asset allocation, category breakdowns and risk-hedge tiles — your entire financial picture at a glance.

Always Up to Date

Prices and valuations refresh automatically when you open the app. Open it, and it is already current.

Your data is yours — and only yours

Your money is personal, and we treat it that way. Privacy and security are built into the foundation of PlusFinance — not bolted on later.

Your data is isolated

Row-level security means your records are walled off at the database — no other user, advisor or account can ever see them.

Encrypted end to end

Every connection is HTTPS-secured and protected with HSTS and a strict content-security policy. Your numbers travel safely.

You control family access

Sharing with family takes both sides confirming. Merge or split household access any time — nothing happens without your consent.

Auto sign-out

Inactive sessions log out automatically, so your finances stay private even on a shared or forgotten device.

🔒AMFI Registered🔒IRDAI Licensed🔒Encrypted (HTTPS / HSTS)🔒Row-Level Data Isolation

Free to start, ready in minutes

1

Sign in with Google

One tap. No long forms, no credit card, no commitment.

2

Add what you own

Enter your funds, stocks and policies — or import your mutual fund portfolio in one go.

3

See your full picture

Your net worth, allocation and live valuations come together instantly.

See your whole financial life, clearly.

Join PlusFinance clients who track everything they own in one secure place. It is free, it is private, and it takes minutes to set up.

Get Started Free →

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