Everything your family owns, in one private place.
Property papers in a drawer. FDs at three banks. An insurance policy nobody can find. MeraFolio gathers every asset, account and document into a single ledger — built for how Indian families actually hold wealth.
🔒 No credit card. New accounts are reviewed by an administrator before first sign‑in.
From scattered information to a single source of truth.
Most families don't have a wealth problem — they have a where-is-it problem. MeraFolio is built around that.
Private by default
Offline mode keeps your portfolio in a file on your own computer. Nothing is uploaded, nothing sits on a server you don't control.
Built for families
Track what each member owns and what's held jointly. Filter the entire portfolio by any person, or see the household as one.
Legacy ready
One printable page showing where everything is and who the nominees are — so your family isn't left searching.
Genuinely everything
Stocks, mutual funds, SIPs, FDs, PPF, property, gold, loans, insurance, bank accounts, income, expenses and documents.
Engineered for how you actually invest.
Indian financial realities, Indian family structures, Indian conventions — not a Western tool with a rupee sign pasted on.
Broker & CAS imports
Bring in statements without retyping them. Data from Zerodha, Groww, CAMS and KFintech maps into one usable view of your holdings.
Family member tracking
Self, spouse, parents and children in one household view — including jointly held assets. The family sees the full picture, not fragments.
Native to the rupee
Lakh and crore grouping, ₹ formatting throughout, and STCG/LTCG estimates that follow Indian conventions — so the numbers read the way you think.
“If something happens to me, will they know where to look?”
Most financial tools stop at returns. MeraFolio answers the question families actually lose sleep over.
Your data, on your terms.
Pick the mode that matches how much you want to keep in your own hands. You can switch later.
Offline Default · file based
Your data never touches our servers. After signing in you load your portfolio file from your computer, work on it, and save it back. Fully private.
Online Database backed
Your data is stored securely and privately under your account — no one else can see it. You can also export a backup file to your computer anytime.
Not just a tracker — a single source of truth for your family's wealth.
Start with the demo, or create your account in under a minute.