Interactive preview

A private command center for the whole picture.

Explore an illustrative household workspace. Figures and suggestions show how TrustSphere can bring context to a connected financial life.

Demo household: The Morgan family

Household net worth

₹20.6 Cr

+₹71,72,860 YTD

Annual spending

₹1.53 Cr

Tracking 3.2% below plan

Next planned milestone

2028

Lake house renovation

Portfolio allocation

Across 9 connected accounts

All assetsTaxableRetirement
Global equity48%
Fixed income24%
Private assets16%
Cash reserve12%

TrustSphere AI

“What moves our renovation timeline forward without changing retirement?”

Shift ₹40,000/month from excess cash after your 12-month reserve is fully funded. Your retirement path remains intact.
View assumptions

Goals & scenario planning

Education and renovation under a moderate-return outlook

Current path

₹34 Cr

Projected at age 62

Optimized path

₹38.2 Cr

Projected at age 62

Prioritized actions

Review concentrated equity before your 2026 tax window.

Link your property loan for a complete liquidity view.

Invite your partner to review shared goals.

Connected financial life

Your accounts remain in their institutions. TrustSphere provides the context between them.

Review connections

Banking

4 accounts connected

Investments

3 accounts connected

Property

2 assets connected

Protection

Coverage reviewed

Ready to make the picture your own?

Start with a private workspace and connect only what feels useful.

Create your account