Your financial workspace,
explained simply.
See how every part fits together—from adding your first investment to sharing a family policy securely.
Everything you own, one clear picture.
Filter investments by period and status, review transaction schedules and understand category totals from a visual dashboard.
- Term and recurring deposits
- Mutual funds with live NAV support
- Printable investment and transaction reports
Small habits and big deposits belong together.
Track Digital Gold, Digital Silver or name any other scheme. Choose the contribution rhythm that matches your plan.
Gullak records never generate reminders.
Policies that stay understandable.
Organise insurance, ULIP and mediclaim details, premium schedules, coverage and supporting policy documents.
- Premium and maturity status
- Policy documents in one place
- Mark relevant premiums paid
Shared visibility, deliberate control.
Create or join family groups. Shared mediclaims are visible to members in individual mode, while editing requires securely entering family mode.
Messages only where you choose.
Select multiple channels per notification group. Mail remains the sensible default, and WhatsApp stays disabled until its number is verified.
OTP confirmation for sensitive financial changes.
Important add, edit and delete operations use verification before they are committed.