One Dashboard. Every Portfolio in Your Circle.

Key facts

Consent model

Each member approves the link with a 6-digit OTP sent to their registered email. Nothing is shared until they approve.

Credentials

Never shared. The group manager never needs a member's password.

Aggregate metrics

Combined invested amount, current value, profit and XIRR across all linked portfolios.

Group membership limit

A user can belong to only one group at a time, which prevents conflicting data ownership.

Who it suits

Households tracking family investments, and mutual fund distributors or advisors tracking client portfolios.

Cost

Free for all registered users.

What is the Family Portfolio Manager?

The Group Dashboard lets you view and manage mutual fund portfolios for your entire family or client base from a single login - without needing their passwords or sharing credentials.

• See combined invested value, current value, and XIRR across all linked accounts
• Per-member breakdown - individual gains, fund list, and last upload date
• Aggregate portfolio view by member with individual performance metrics
• Works for families (spouse, parents, children) and financial advisors with client portfolios

How It Works

1. Enable Group Account — Go to your Profile settings and enable the Group Account feature. This makes you the group manager.
2. Invite a Member — Enter a family member's or client's registered Moneyantra email to send them an invite.
3. Member Confirms via OTP — They receive a 6-digit OTP on their email and confirm the link. No data is shared until they approve.
4. View the Group Dashboard — Their portfolio appears in your Group Dashboard alongside yours - with combined and individual metrics.

Key Features

Aggregate Metrics

Combined invested amount, current value, profit, and XIRR across all linked portfolios in a single summary view.

Per-Member Breakdown

Individual fund-level table showing each member's holdings, returns, and last CAS upload date.

OTP-Secured Linking

Members confirm via one-time passcode sent to their email. No data is shared without explicit, active consent.

Families & Advisors

Built for household portfolio managers tracking family investments and financial advisors managing client accounts.

Who Benefits Most

Family CFO

Manages spouse's, parents', and children's mutual fund investments - tracks the family's net worth and XIRR from one login.

Joint Investor

Couples investing together who want a single XIRR and portfolio view across both PAN-linked accounts.

Financial Advisor / MFD

Tracks client portfolios centrally, views CAS uploads and performance without needing clients' passwords or credentials.

Frequently Asked Questions

Is my portfolio data shared automatically when I join a group?

No. Members must explicitly approve via a 6-digit OTP sent to their registered email. No data is shared without explicit consent.

Can I link people who are not family members (e.g., clients)?

Yes. Any registered or unregistered Moneyantra user can be linked - family members, friends, or financial advisory clients.

How many members can a group have?

A group can include multiple linked accounts up to the group manager's configured limit.

Can one person be part of multiple groups?

No. Each user can only be managed by one group manager at a time to prevent data conflicts.

What happens when I disable my group account?

All linked members are unlinked and notified by email. Their data remains private and accessible only to them.

Can I see tax or capital gains data for all group members?

The group dashboard shows aggregate gains across members. For detailed individual tax calculations, use the Tax Calculator feature per member.