The most powerful button that can get back your entire personal finance management on track at no extra cost.

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“"I feel much more confident in my financial future... by linking all my investments at different places under this one roof." ”
Prashant Mehta , Entrepreneur

"I had my own financial plan and was looking for a good execution platform with some real assistance... and that search has ended here. Thanks !!"
Ashish Chowdhary, Innovator

"Human - Assisted execution !! Asset Allocation and rebalancing triggers are the most crucial enabler for my long term wealth management. Everything in one place, easy to use and execute."
Akash Singhvi, Pharma Professional

You’ve never seen your money like this before.

Eagle Eye View for 20+ Assets!

A single platform to manage your multi assets like Mutual Funds, , Life Insurance, General Insurance, Health Insurance, Direct Equity, Postal, FD, Bonds, Commodities, Real Estate, PPF, PF, PMS, Venture Capital Funds, Alternative Investments, Arts & Antiques etc. The Best part is all these assets can be link to your Goals to track the progress and achievements.


Investments cycle revolves around FEAR, GREED & HOPE, we added some LOVE. Our Goal Tracker will allow our users to map all their assets with their goals & in case of any deficit the user can place future orders of mutual funds from the Goal Tracker itself to achieve that goal.

Portfolio Rebalancing

Strategies offered in our platform:
1. Fixed Time Interval based rebalancing.
2. Percentage change based rebalancing


Siddhanam Capital is an AMFI registered Mutual Fund Distributor which associates itself in bringing world class innovative products for our Indian & Global users.

My 1st Step Towards Financial Planning

Where do I stand! Where will I stand ! A goal without a plan is just a wish. 80% of life‘s objectives are never met because they were never planned. The one’s we do..


My 2nd Step towards Financial Planning “ By failing to prepare, you are preparing to fail !”- Benjamin Franklin As we discussed in our post here about...

Invest & Manage
Your Money

Get a real-time view and easily track and manage your entire financial life with our interactive Dashboard.

Build, manage, and forecast your goals in one convenient place with our goal tracker.

Strategies lie fixed time interval or percentage will help achieve recommended target allocation automatically.
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