Your family's finances.
Organised. Protected.
Always accessible.

Track every asset, liability, insurance policy and document in one place — accessible to your family, analysed by AI, and backed by a team of expert advisors when you need them.

Start for free →
First year free No credit card required. ₹2,999/year from year two.
Net Worth
₹1.84 Cr ↑
Mehta Family — Financial Overview
₹1.84 Cr
Net worth
↑ ₹14L this year
Liabilities
₹37 L
Mutual Funds₹74 L
Real Estate₹85 L
EPF / NPS₹16 L
💡 ₹38,000 in unclaimed deductions found in your ITR — advisor review pending
Your advisor team
SC
Sunita Chandra
Financial Assistant
RK
Rahul Khanna
Tax Advisor
Policy Expiry
Term Life — 18 days
Everything you need

Your entire financial life, organised in one place.

A consolidated view of everything your family owns, owes, and needs to protect — with AI-powered insights and expert advisors when you need them.

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Consolidated Financial Dashboard
Every asset, liability, insurance policy and income source across your entire household — mutual funds, property, loans, EPF, NPS, FDs. One consolidated picture, always current.
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Family Access & Emergency Readiness
Give every household member access to the family's complete financial picture — spouse, parents, children. The right people always know where everything is, especially in an emergency.
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AI-Powered Document Insights
Upload your ITR, brokerage statement or insurance policy. Our AI finds missed deductions, portfolio gaps, and insurance shortfalls instantly — in plain language your advisor then acts on.
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Context-Aware Financial Assistant
Chat with an AI assistant that knows your actual financial profile — your income, loans, insurance, goals. Ask about tax savings, insurance gaps, or retirement and get answers specific to your situation.
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Secure Document Vault
ITRs, insurance policies, property papers, loan documents — organised, encrypted, and accessible to your family. Never lose a critical document or scramble to find it when it matters most.
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Goal Tracking
Track retirement, education, home purchase, and other financial goals. See how your current savings and investments are tracking against each goal — and what adjustments to make.
The arrange difference

Every advisor sees your complete picture.

Most financial advice is siloed. Your CA doesn't know your insurance coverage. Your insurance agent doesn't know your loans. On arrange, every advisor sees everything — so the advice is actually complete.

Tax advisor
Sees your investment portfolio, home loan interest, insurance premiums, salary, and EPF contributions
Finds ₹40,000 in deductions across 80C, 80D, and 24B that your employer didn't account for
Insurance advisor
Sees your income, loans outstanding, dependents, existing policies, and net worth
Recommends exact cover needed for your situation — not a generic product based on age alone
Investment advisor
Sees your EMIs, insurance premiums, tax slab, goals, and current portfolio allocation
Recommends a portfolio that fits around your real cash flow — not a template allocation
Loan advisor
Sees your total liabilities, all assets, income stability, and existing EMI burden
Identifies if a balance transfer or strategic prepayment saves you money right now
How it works

Start free. Get insights instantly. Pay only when you need expert help.

A simple path from financial chaos to complete clarity.

01
Build your financial profile
Add your assets, liabilities, income, and insurance. Upload your documents. Invite your family members.
02
Get AI-powered insights
Upload your ITR, portfolio statement, or insurance policy. See instant AI analysis — missed deductions, gaps, opportunities.
03
Talk to your advisor team
When you need expert help, your financial assistant connects you with the right specialist — tax, investment, insurance, loans.
04
Take action
File your ITR, get a will drafted, restructure your loan, review your insurance — expert services on demand at fixed prices.
Pricing

First year free. Pay only for what you need.

Your first year on arrange is completely free — consolidated view, AI analysis, advisor access, document vault. Expert services are available on demand when you need specialist help.

"Start free. Understand your finances instantly. Pay only when you need expert help."

✦ First year free — no card needed
arrange.
The complete family financial platform. Track every asset, get AI-powered insights, access your advisor team — all in one place.
₹2,999 / year
Free
₹2,999/year from year two
Financial dashboard
Consolidated net worth — assets & liabilities
Goal tracking & financial overview
Full household — all members & dependents
Family access & emergency document retrieval
AI & insights
AI analysis of ITR, portfolio & insurance docs
Context-aware financial assistant (chat)
Actionable insights on your profile
Advisor access
Assigned financial assistant
Access to advisor network — tax, investment, insurance, loan, estate
Secure document vault
Get started free →
arrange private.
For families with greater complexity — significant assets, business income, estate planning needs, or a preference for a fully dedicated team.
Pricing
Custom — based on
household complexity
Talk to us →
    Dedicated senior team
  • Senior financial assistant
  • SEBI-registered investment advisor
  • CA for business & capital gains tax
  • Estate planning professional
    Included each year
  • Monthly financial & portfolio reviews
  • Quarterly tax planning review
  • Annual will & insurance review
  • 2 ITR filings including capital gains
  • 4-hour response SLA
Expert services
On-demand help from your advisor team. Available to all members — pay only when you need it.
Tax
ITR filing · Capital gains · Tax planning · NRI tax filing · ESOP / RSU planning
Protection & estate
Insurance review · Will drafting · Estate planning · Trust / HUF setup
Loans & investments
Loan restructuring · Portfolio review · Property advisory · And more
For NRIs

Your parents are in India. Their finances shouldn't be a mystery.

Living abroad doesn't mean losing touch. Arrange gives you a complete, real-time view of your family's financial picture back home — and a dedicated Indian advisor team looking after them.

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Complete visibility from anywhere
Your parents' assets, insurance policies, loans, and documents — all visible to you in real time, wherever you are in the world.
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A trusted team looking after them
A dedicated financial assistant and specialist advisors in India — managing their tax, insurance, and investments so you don't have to be there.
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Ready for any emergency
If something happens, you know exactly where every document is — policies, property papers, nominations, bank details. No scrambling across time zones.
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NRI tax and cross-border advisory
Indian income, DTAA benefits, foreign asset disclosure — our tax advisors handle the complexity of NRI taxation end to end.

Set up arrange for your family →
A typical arrange conversation
RK
Rahul — Tax Advisor
I reviewed your father's ITR. He has ₹38,000 in unclaimed deductions under 80C and 80D. Can we schedule a call this week to action this?
RM
Rohan — London
Yes please — evenings IST work well for me.
SC
Sunita — Financial Assistant
Also flagging — your mother's term policy renews in 22 days. I've sent her the renewal details. Shall I coordinate with Ananya (insurance) to review the cover before renewal?
RM
Rohan — London
Yes please, that would be great.
Family's advisor team
SC
Sunita Chandra
Financial Assistant
RK
Rahul Khanna
Tax Advisor
AV
Ananya Verma
Insurance Advisor
For enterprises

Financial wellness as an employee benefit.

Your employees are distracted by financial stress. Give them arrange — so they can focus on work, not money worries.

76%
of employees say financial stress impacts their work performance
3×
more likely to stay at companies that offer financial wellness benefits
Get in touch →
🏢
Easy employee enrollment
Onboard your entire team in minutes. Every employee gets instant access to the full arrange platform.
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Engagement dashboard
Track adoption and programme engagement. Individual data stays fully private.
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Fully private by design
Employers never see individual financial data. Employees get help they trust.
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Built for India
From EPF and NPS to home loans and tax planning — advice built for Indian employees.