DheeMoney — Net Worth & Goals

Your money is scattered across a dozen apps — bank, cards, loans, mutual funds, stocks, NPS, EPF, PPF, gold. DheeMoney brings it all into one clear picture, so you finally know what you're worth, whether you're on track, and what to do next. SEE EVERYTHING YOU OWN • Every account and asset in one live net-worth number • Bank, cards, loans, mutual funds, stocks, NPS, EPF, PPF, gold and more • Your whole household's wealth in one place KNOW IF YOU'RE ON TRACK • Set goals — a home, retirement, your kids' education • Every investment maps to a goal, with a glide path that shifts as the goal nears • A clear on-track status instead of a pile of numbers NEVER LEAVE TAX ON THE TABLE • Spot tax-loss harvesting windows before they close (LTCG up to ₹1.25L tax-free) • Use every family member's tax-free limit — you, your spouse, your HUF • Every move is yours to approve — nothing happens without you SIGNALS, NOT NOISE • DheeMoney surfaces the next action only when it actually matters • Plain-English reasons behind every signal • Compare your options side by side and decide for yourself PRIVATE BY DESIGN • Your data is encrypted, never sold, never shared • Anonymous by default DheeMoney helps you organise and understand your finances and highlights actions you may want to take — you stay in control of every decision. DheeMoney is a personal finance tool, not a registered investment adviser; it does not provide personalised investment advice or guarantee any returns. Built for Indian families who want their whole financial life — finally — in one place.