One view of everything
Every fund, FD, and old folio across the family, in one balance sheet.
Every wealthy family
needs a CFO. Meet yours.
Your business has a Chief Financial Officer (CFO). Your family's money deserves the same discipline. CashRich brings your investments, goals, taxes, and legacy planning into one clear picture.
Trusted foundations
Experience you can measure.
4.5+App Store and Play Store
8 yearsServing families
AMFIRegistered distributor
CERT-InCertified security
Media coverage
Covered by leading business media.
Independent coverage from publications shaping India’s business and technology conversation.
Watch
See how we think about your money.
The problem
Wealth grows. Complexity grows faster.
Most wealthy families do not have a money problem. They have a coordination problem.
Businesses solved this decades ago. They hired a Chief Financial Officer (CFO). Your family can do the same.
Book a ConsultationGet the CashRich app
Take your Family CFO everywhere you go.
Track your family's portfolio, start SIPs, and stay close to every goal. Free on iOS and Android.
Scan to
get the app
What a Family CFO does
One mandate: your family’s entire financial life.
Portfolio reviews, AI monitoring, and a named relationship manager who stays.
Portfolio reviews that go deep
Our flagship service. We check for overlaps, hidden costs, and gaps, then give you a clear action list.
AI that watches continuously
Our AI watches your portfolio daily and flags risks and pricing anomalies before they cost you.
Returns and taxes, together
A good return with a bad tax outcome is a bad decision. Every review looks at both.
A named relationship manager
A real person who knows your family and walks through every review with you.
Across generations
Nominations, succession, and the next generation. Wealth should outlast its first owner.
01 /
06
Global investing
Invest Globally
Protect Your Portfolio from Currency RiskPlan overseas education, international travel, and long-term diversification with USD-denominated global equity funds available through GIFT City.
- Align investments with future overseas education costs
- Access curated GIFT City global equity funds
- Get help with KYC, LRS, Form A2, and remittance steps
Who we serve
Individuals to institutions.
Individuals to institutions.
Every type of investor.
01
Wealthy Families
Business owners and senior professionalsFamily wealth is spread across multiple accounts, assets, cities, and generations. Almost nobody manages it as one portfolio.
- Resident individuals (salaried, first-time investors)
- Minors (children’s education goals)
- HUFs (family-level tax optimisation)
02
NRIs Worldwide
Overseas Indians investing back homeYou want India growth without paperwork confusion or compliance guesswork.
- NRE and NRO account support
- Repatriation and tax clarity
- Fully digital, no India visit needed
03
Organisation’s Funds
Surplus cash managementCurrent accounts pay 0% interest. We make your cash earn on your behalf.
- Cash management for startups
- Treasury investments for corporates
- Investment solutions for Trusts and Societies
The NRI Desk
India’s growth, without the guesswork.
Most platforms bolt on NRI support. We built a desk for it. Cross-border details, handled properly.
Start as an NRI
NRI services
- 01NRE and NRO investing, compliant with RBI guidelines
- 02Clear answers on repatriation and taxation
- 03Fully digital onboarding from anywhere
- 04Plans for returning to India, before you return
- 05Clients across the Gulf, US, UK, Singapore, and Japan
Why CashRich
Investment apps give you a login. We give you a CFO.
×
The defaultTypical investment apps
✓
The CashRich modelThe Family CFO
01
Serve one individual, one login
01
Serves the whole family, three generations
02
Optimize transactions and clicks
02
Optimizes decisions for returns and taxes
03
Chatbots and ticket queues
03
A named relationship manager who knows your family
04
Nobody looks at your portfolio after you invest
04
Portfolio reviews plus AI monitoring, all the time
05
NRI support as an afterthought
05
NRI investing as a core specialization
06
Nobody owns your outcome
06
One team that stays accountable
Proof, not promises
Three moments that tested us.
Anyone looks good in a bull market. Judgment shows when things break.
February 201901
The Franklin Templeton freeze
CashRich warned clients about Franklin Templeton's debt funds in February 2019, more than a year before the April 2020 wind-up. No CashRich user was affected because of our risk-first research and they avoided the freeze entirely.
Read the full case studyClarity when the
industry went silent
March 202002
Dynamic SIP through COVID
Markets fell nearly 40% and most investors froze. Dynamic SIP stepped up purchases at lower prices, so families bought cheap and came out ahead in the recovery.
Discipline
exactly when it was hardest
January 202603
The silver pause
Silver prices ran up significantly in January 2026. Our monitoring system warned users during their transaction flow. Sometimes it is better to wait, than to chase a hot asset.
Families avoided
buying at a premium
Family Vault
If a family loses its earning member, it should never lose the money too.
Legacy and investment transmission
During COVID, some families lost the one person who managed all the money. Nobody else knew where the investments were, or how to claim them.
CashRich traced every holding, handled the transmission of units, and made sure the nominees received every rupee. Every CashRich family gets nomination checks and one consolidated record, so the full picture is never lost.
Nomination checks.
One consolidated record. A family that is never left searching.
Explore Family Vault
How it works
From first call to family legacy.
Five steps, like onboarding with a professional firm.
-
01Step 1
Discovery
A conversation about your family and goals.
-
02Step 2
Portfolio Review
We consolidate everything you own and show the gaps. Free.
-
03Step 3
The Review Report
A written review of allocation, overlaps, costs, and taxes.
-
04Step 4
Execution
Digital onboarding. Money moves only between your bank and the fund house.
-
05Step 5
Reviews and Legacy
Scheduled reviews and succession support as your family grows.
DiscoveryYour family stays in control at every
step.
Client testimonials
Families who stayed. That is the real metric.
The client portal
Your family’s wealth, always in your pocket.
The window into your Family CFO service.
- Track every family member from one dashboard
- Dynamic SIP that adjusts to market conditions
- CERT-In certified, bank-grade security
- Free portfolio review and quick call-back support
•••Family Portfolio₹4.86 Cr▲
14.2%
This Month’s SIPs₹1,45,000On
track
Goal: Arjun’s Education72% funded
Next Review15 July, 5 PM
Family members4 connected
CERT-In
certified
Questions, answered
The questions families actually ask.
Those are transaction platforms for do-it-yourself investors. CashRich is a relationship. You get a named relationship manager, deep portfolio reviews, and AI that monitors your family's investments continuously. The app is our client portal, not the product.
Your family built the wealth.
Now give it a CFO.
Book a free family portfolio review. One call, one consolidated report, and a clear view of where your family stands.
Book Your Free Portfolio Review →