A clearer picture.
A more considered
future.
Moneyanam brings your net worth, goals, protection gaps, advisor notes, and monthly progress reports into one secure dashboard — managed with your Sampadha advisor.
A place for your whole financial life.
Everything your family needs to see — and your advisor needs to act on — in one place.
Goal Progress
Track each family goal against its target, current corpus, monthly SIP, and the gap to close.
Net Worth
See assets, liabilities, and allocation in one clear view of your recorded finances.
FinFit Protection
Understand term, health, disability, emergency fund, and nominee readiness at a glance.
Monthly Reports
Read advisor-prepared monthly progress reports and download polished PDFs.
Advisor Notes
Get a personal monthly note and ask context-specific questions any time.
Secure Access
Invite-only login with role-based access and 2FA-ready security.
Thoughtfully guided. Step by step.
Profile Creation
Your advisor sets up your profile, goals, and existing investments.
Data Entry
Financial data flows in — via Account Aggregator or entered by your advisor.
Report Generation
A monthly progress report is generated and shared with a personal note.
Client Review
You review the scorecard and ask your advisor anything that needs clarity.