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Slide 1 of 501

Your money,
finally in one place.

Bring together investments, property, gold, retirement savings, insurance and loans. Understand your complete financial picture and what needs attention.

No sign-up, PAN or phone number required.

SAMPLE
Sample dashboard
Net worth (sample)
₹1.24 Cr

Assets ₹1.51 Cr|Liabilities ₹27 L

Financial picture is78% complete
Asset allocation (sample)
Equity 42%Retirement 21%Property 18%Debt 15%Cash 4%
Portfolio review (sample)

3 funds have material overlap. Review before adding another fund.

›
Upcoming commitments (sample)

₹78,000 is scheduled over the next 30 days across SIPs, EMI and insurance.

›
Tax-aware adjustment (sample)

One proposed sale may qualify as LTCG. Another holding needs purchase data.

›

This is sample data. Your information remains under your control.

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What SwayamDhan helps you do

Organize the complete picture, understand the portfolio, plan with awareness and learn what matters.

Organize everything

Bring assets, liabilities and ownership into one financial record.

Assess your portfolio

Understand allocation, concentration, duplication and liquidity.

Plan with awareness

Review taxes, commitments, maturities, payouts and retirement.

Learn what matters

Receive source-attributed insights relevant to your financial picture.

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More than a net-worth tracker

Knowing the number is useful. Understanding what it means and what to review is more valuable.

  1. 1

    Complete picture

    All assets, liabilities and ownership in one place.

  2. 2

    Portfolio findings

    See what appears strong, concentrated, duplicated or incomplete.

  3. 3

    Possible adjustments

    Explore alternatives, tax implications, costs and trade-offs.

  4. 4

    Action plan

    Decide what to do and track progress over time.

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Built for clarity, not product selling

SwayamDhan exists to improve financial awareness while keeping the user in control.

  • Anonymous-first
  • Data under your control
  • No product sales or commissions
  • Source-attributed financial insights
“

People may earn and invest for years, yet still struggle to explain what the family owns, owes, pays regularly or needs to review.

Why SwayamDhan exists→
Slide 5 of 505

Build your financial picture, one step at a time.

Start with approximate amounts or sample data. Add more detail only when it becomes useful.

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Independent and non-commercial - no product sales, commissions or lead generation. SwayamDhan is not affiliated with the Government of India’s SWAYAM initiative.

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