Throughout his career as a bank manager, my dad has invested in stocks, MFs, and insurance through various entities. Despite working in a brokerage firm and my best efforts, I have been unable to help him consolidate his investments and help him exit the wasteful investments.

I’m sure many Indians must be facing the same problem, just like my dad. As a first step towards attempting to solve it, we are helping our customers have a consolidated family portfolio view across Zerodha accounts.

Hopefully, all banks, depositories, & insurance companies go live on the account aggregator framework Sahamati soon. The plan is to then work on offering a consolidated portfolio view across all assets, including insurance, & provide an easy way to liquidate whenever needed.

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