CashRich Family CFO

Why Family CFO

Wealth grows. Complexity grows faster.

Most affluent families do not have a money problem. They have a coordination problem.

Scattered everywhere

Funds in three apps. FDs in two banks. Old folios nobody remembers. No one sees the full picture.

One person carries it all

One member manages money for the whole family over WhatsApp. If they stop, everything stops.

The NRI maze

NRE or NRO. Repatriation. Tax in two countries. Most platforms treat NRIs as an afterthought.

Nobody is accountable

Apps give you a login and leave you alone. Banks push products. Nobody owns your family's outcome.

AI-powered Portfolio Intelligence

A wealth system that watches when humans are not looking.

Portfolio reviews plus AI monitoring, all the time. CashRich watches your portfolio daily and flags risks, pricing anomalies, allocation drift, hidden costs, and tax issues before they compound.

Continuous monitoring signals

Every review looks at returns and taxes together.

Silver fund premium detectedWAIT

Dynamic SIP opportunitySTEP UP

Portfolio overlap above thresholdREVIEW

NRI repatriation checklist dueACTION

Advisor-grade context

A named relationship manager who knows your family walks through every review with you.

$ cashrich monitor family_portfolio
→ scanning 18 folios, 3 family members
→ tax-aware allocation review complete
→ 4 actions prepared for relationship manager

18folios mapped

3members tracked

24/7AI monitoring

NRI desk · global allocation

Global Diversification

India's growth, without the guesswork.

Most platforms bolt on NRI support. We built a desk for it. Cross-border details, handled properly.

NRE and NRO investingCompliant with RBI guidelines

Repatriation and taxationClear answers before execution

Fully digital onboardingNo India visit needed

Clients worldwideGulf, US, UK, Singapore, Japan

Asset Allocation Framework

Structured decisions for returns, taxes, and family goals.

A good return with a bad tax outcome is a bad decision. CashRich coordinates asset allocation, global diversification, estate planning, and family governance in one operating system.

Growth

Equity funds, SIPs, PMS, and global funds.

Protection

Debt, reserves, tax review, risk monitoring.

Legacy

Nominations, wills, transmission, next generation.

Illustrative family allocation

₹4.86 Cr

Equity Funds

46%

Debt / FDs

24%

Global Funds

18%

Estate Reserve

12%

Wealth Dashboard Preview

Your family's wealth, always in your pocket.

The window into your Family CFO service. Built for families, not solo traders.

CashRich Family DashboardNext review · 15 July, 5 PM

₹4.86Cr

Family portfolio

₹1.45L

This month's SIPs

72%

Education goal funded

Track every family member from one dashboard

Rajesh, Sunita, and Arjun mapped by goal and ownership.

Dynamic SIP adjusts to market conditions

Rules-based discipline when investors usually freeze.

Free portfolio review and quick call-back support

Human relationship layer on top of the product.

Family Office Services

One mandate: your family's entire financial life.

Portfolio reviews, AI monitoring, and a named relationship manager who stays.

Portfolio Review

We check overlaps, hidden costs, gaps, and give you a clear action list.

Asset Allocation

Coordinate growth, protection, liquidity, taxation, and goal funding.

Global Diversification

International diversification and NRI investing as a core specialization.

Estate / Legacy Planning

Wills, nominations, transmission, and the next generation.

Tax-aware Coordination

Every review looks at returns and taxes together.

Family Governance

One consolidated record and a team that stays accountable.

Client Success Metrics

Proof, not promises.

8+years serving families

4.5+App Store and Google Play rating

₹1L Cr+unclaimed wealth problem families must avoid

24/7AI-powered portfolio monitoring

How it works

From first call to family legacy.

Discovery

A conversation about your family and goals.

Portfolio Review

We consolidate everything you own and show the gaps. Free.

The Review Report

A written review of allocation, overlaps, costs, and taxes.

Execution

Digital onboarding. Money moves only between your bank and the fund house.

Reviews and Legacy

Scheduled reviews and succession support as your family grows.

∞

Monitoring

AI signals and relationship manager context between formal reviews.

Security & Compliance

Built for trust before growth.

Your money never sits with us. It moves directly between your bank account and the mutual fund house through BSE's secure platform. Investments are held in your own name.

Abstract security and compliance visualization for protected wealth systems

CERT-In certified systems

AMFI RegisteredCashRich is an AMFI registered mutual fund distributor.

CERT-In CertifiedSystems are CERT-In certified with bank-grade security.

Not a SEBI RIAPortfolio reviews and monitoring are informational services offered as part of mutual fund distribution.

Transparent CommissionWe earn commission from fund houses on regular plans, disclosed transparently.

FAQs

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.

No. CashRich is an AMFI registered mutual fund distributor. We do not provide investment advisory services under SEBI's RIA regulations. We conduct portfolio reviews, monitor investments, and share information so your family can make its own decisions, optimised for returns as well as taxes.

We earn commission from fund houses on regular plans, disclosed transparently. There is no separate fee for portfolio reviews. Ask us for the exact commission on any fund before you invest. We will always tell you.

Yes. Onboarding is fully digital, including KYC. We support NRE and NRO accounts in line with RBI guidelines, and our team handles the paperwork with you over video calls at your time zone.

Your money never sits with us. It moves directly between your bank account and the mutual fund house through BSE's secure platform. Investments are held in your own name. Our systems are CERT-In certified with bank-grade security.

We consolidate everything your family owns, across platforms and old folios, into one report. You see your true allocation, overlaps, costs, and gaps against your goals. No obligation. Many families find money they had forgotten.

AI-powered wealth oversight for your entire family.

Wealth growth monitored daily

Wealth grows. Complexity grows faster.

Scattered everywhere

One person carries it all

The NRI maze

Nobody is accountable

A wealth system that watches when humans are not looking.

Continuous monitoring signals

Advisor-grade context

India's growth, without the guesswork.

Structured decisions for returns, taxes, and family goals.

Illustrative family allocation

Your family's wealth, always in your pocket.

One mandate: your family's entire financial life.

Portfolio Review

Asset Allocation

Global Diversification

Estate / Legacy Planning

Tax-aware Coordination

Family Governance

Proof, not promises.

From first call to family legacy.

Discovery

Portfolio Review

The Review Report

Execution

Reviews and Legacy

Monitoring

Built for trust before growth.

The questions families actually ask.

Your family built the wealth. Now give it a CFO.