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For families and family offices

Every person and entity. One balance sheet.

Individuals, spouses, HUFs, trusts and minors each keep their own books and PAN, and everything still adds up to one total, seen whole or one entity at a time.

  • Read-only. Never trades.
  • No investment advice
  • Every report yours to download
  • Ravi’s tradebooks2 brokers · CSV
  • Anita’s mutual fundsCAS · 9 folios
  • HUF contract notesBroker B · FY 2025–26
  • Meera’s PPF passbookMinor · guardian Ravi
  • Family gold and propertyValued by you
Gupta familyAll members

Net worth, valued today

₹2,48,63,400

Equities · funds · fixed income · gold · property

  • RaviIndividual₹1,12,40,000
  • AnitaSpouse₹68,40,000
  • Ravi Gupta HUFHUF₹41,20,000
  • MeeraMinor₹26,63,400
  • XIRR · 3 years

    13.8%

    TWRR 12.9%

  • Capital gains

    FY 2025–26

    Ready to review

  • Link for your CA

    Read-only

    Ends 30 Oct

Illustrative view. Figures are examples, not anyone’s data.

A father and his daughter going over papers at the family table

Sound familiar?

Several people, several entities, and still no total.

You look after the money of several people and entities, each with its own books.

  • Each person’s accounts kept apart, so nobody knows the totalThe whole balance sheet, or one member, in a click
  • HUFs, trusts and minors squeezed into one person’s booksEach entity with its own books and PAN, all in the total
  • Capital gains worked out separately for every entityGains per financial year for each entity, ready for its CA
  • A plan that turns to “price on request” past a value limitA price agreed up front, not tied to what you hold

What GrowProfit does for you

Less assembling. More knowing.

Everything below works from the statements you already have, and every figure shows where it came from.
  • Whole or one, in a click

    01

    Switch between everything, a group, or one member without leaving the page.

  • Entities with their own books

    02

    Individuals, HUFs, trusts, spouses and minors, each with a PAN, all in the total.

  • Groups you define

    03

    Roll up the parents, a household, or any portfolios you choose.

  • One link per CA

    04

    Each CA sees only the entities and reports they file for, read-only and expiring.

  • Every figure traced

    05

    Each transaction shows the file and row it came from, so the books agree.

  • Help to get started

    06

    Ask the team to do the setup, and follow it from documents to delivery.

How it’s priced

One balance sheet. Not a bigger bill.

Some trackers switch you to “price on request” once your investments cross a value limit. GrowProfit isn’t priced on what you hold, and the price is agreed before anything is charged.

The plan for you

Family Office plan · priced with you

  • Every report and table yours to download, on every plan
  • Prices published before anything is charged
  • Nothing recorded until you’ve seen the preview

Straight with you

What isn’t there yet.

  • Inviting family members to their own seats is coming; today the owner manages access.

By design

What GrowProfit won’t do.

  • Place a trade or move money
  • Give investment advice
  • Guess a value it can’t know
How your data is protected

Questions

Asked first by families and family offices.

Including what isn’t built yet. Anything else, ask in the chat at the bottom of the page.


Yes. Individuals, HUFs, trusts and minors each have their own books and PAN, and roll up into the total and into any group you define.

You can, or ask the team to do it and follow it from documents to delivery. Nothing is recorded until you’ve seen the preview.

Yes. A read-only link is scoped to the portfolios and reports you pick, ends in 30 days by default, and every open is logged.