All money toolkits
    Ages 26–50
    Working Years
    Coming soon

    Family Wealth OS

    Household cash flow, goals, EMIs, insurance and tax — one connected system.

    ₹1,499₹2,499
    Ask for early access

    Instant download once the pack goes live. Message us to be told first.

    Page by page

    1. 01Household cash-flow matrix — both incomes, all outgoings
    2. 02Goal sheet: child education, home, retirement, travel
    3. 03SIP allocation across goals with step-up
    4. 04EMI load check — how much debt is safe
    5. 05Debt clearing plan: highest interest first
    6. 06Insurance audit: term, health, motor, home
    7. 07Tax saving worksheet under 80C, 80D and NPS
    8. 08Net worth dashboard with yearly trend
    9. 09Annual review and rebalancing checklist
    10. 10Family money meeting agenda — one page, once a quarter

    Who it is for

    Working couples and families managing joint money.

    Household cash flow
    Goal planning
    EMI and debt
    Insurance
    Tax saving

    What you download

    • Google Sheets and Excel household dashboard
    • Goal and SIP planners
    • Debt clearing and insurance audit sheets
    • Ebook: Family Wealth OS
    Google Sheets dashboard
    Excel version
    Ebook
    Printable planners

    Others in this age group

    Ages 19–25

    First Job Money OS

    ₹999

    Save with a bundle

    Every pack, every planner, one family. Free updates for life.

    ₹3,999

    Koustav Biswas · AMFI-registered Mutual Fund Distributor · ARN-194809 · EUIN E389902. Educational · AP + AMFI MFD · Not RIA / RA · PaRRVA out-of-scope. These packs are educational learning material for families and are not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully.