WealthEngine · Profile

You & the household

Who the plan is for, the accounts feeding it, and how fresh each number is.

Household

You

41 yrs · Product Designer

Leads design for a B2B software team; architect of the family’s move to Hyderabad.

Partner

41 yrs · Northwind

Senior engineer at Northwind; the steady income while Maya is between roles.

Son

7 yrs

₹10 Cr trust beneficiary by 2039. Starts kindergarten in 2027.

Daughter

4 yrs

₹10 Cr trust beneficiary by 2039.

Who your India family support reaches — add names & details anytime.

Rao's father — part of the family you support in India.

Rao's mother — part of the family you support in India.

Rao's sister — part of the extended family in India.

Rao's sister's daughter.

Connect US accounts securely through Plaid — credentials never touch this app.

Live accounts auto-refresh every few days; manual items remind you when they're due.