Finest: Wealth Intelligence

Finest brings everything you own and owe into one clear picture of your household's wealth: bank accounts, mutual funds, stocks, credit cards and deposits across four or five institutions, kept current from the statements themselves. HOW IT WORKS Connect your email or upload statements. Finest reads bank statements, credit card bills, broker statements and your mutual fund CAS, then records balances, holdings and transactions with the date each was last updated. No manual entry, no spreadsheets. WHAT YOU SEE • Your net worth, by institution, by asset and by person in the household • Mutual fund and stock holdings: what you paid and what they are worth today • Credit card bills, bank transactions and expenses, categorised automatically • A flag on any account that has gone stale, so you know which figures to trust WHY FINEST • Every figure traces back to a statement. Accurate to the rupee, or we tell you why not. • No ads, no products pushed, nothing sold to anyone. You are the customer. • Built for India: CAS, Indian banks and brokers, Indian tax rules. FREE CALCULATORS 24 calculators at myfinest.app/tools: SIP, income tax, HRA, capital gains, XIRR, gold and more. Know your worth. Questions: [email protected]