A concierge experience for your family

One relationship.
Your family's entire financial life.

A dedicated Relationship Manager and specialist advisory team for your family — reachable directly, backed by a secure home for every document, a structured view of everything you own and owe, and AI-generated analysis of your whole financial picture.

Get started → See what's included

Vault

14 documents secured

Your relationship manager

Sunita Chandra

Relationship Manager

✨ AI analysis ready — your latest financial picture and 3 recommendations are in

Specialists on call

Rahul Khanna

Tax Advisor

Ananya Verma

Insurance Advisor

Manish Patel

Investment Advisor

Net Worth

₹1.84 Cr

Core services

Private wealth management, delivered as one relationship.

Core disciplines, coordinated by your Relationship Manager and delivered by specialists who see your family's complete financial picture.

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Financial Planning & Wealth Strategy

A personalised investment and long-term wealth strategy built around your goals, risk profile and time horizon — managed and rebalanced by your team.

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Tax Strategy & Planning

Proactive, year-round tax strategy that goes beyond filing — structuring income, gains and holdings to reduce your family's tax exposure.

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Estate & Trust Services

Wills, nominations, estate structuring and trust formation — protecting and transferring your family's wealth across generations, on your terms.

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Insurance Advisory

Independent advice on life, health and asset protection — coverage sized to your family's actual risk, never a product quota.

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Loan Advisory

Loan structuring, refinancing and EMI optimisation across home, education and personal loans — reviewed against your full financial picture.

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Real Estate Advisory

Guidance on buying, selling and holding property — because real estate is often a family's single largest and least-reviewed asset.

What you get

Everything arranged around one relationship.

Five things every family needs from its financial life — brought together in one simple, concierge-like experience.

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A dedicated Relationship Manager & specialist team

One person who knows your family and coordinates a full team of specialists — tax, investment, insurance, loans, estate planning — on your behalf.

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Direct access to your experts

Message your Relationship Manager or any specialist directly, whenever a question comes up. No call centres, no ticket queues — just your team.

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A secure home for family documents

Tax returns, insurance policies, property papers and loan documents — encrypted, organised, and accessible to the right family members whenever they're needed.

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A structured view of your financial life

Every asset, liability, income source and policy laid out in one consolidated picture — always current, always easy to make sense of.

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AI-generated analysis of your finances

A clear, plain-language read of your overall financial picture — gaps, risks and opportunities — generated by AI and reviewed by your team.

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Built for the whole family

Spouse, parents, children — give the right people access to the family's financial picture, so nothing depends on just one person knowing where things are.

How it works

A simple, concierge-like way to stay on top of your family's finances.

No forms to chase, no scattered folders — just a relationship that does the work for you.

Meet your Relationship Manager

Your dedicated point of contact gets to know your family's financial life and assembles the right specialists around you.

Bring your financial life into one place

Add your assets, liabilities and policies, and upload documents to your secure family vault. Your team helps you get organised.

Get analysis, then act on it together

Receive AI-generated analysis of your overall picture, then talk it through directly with your Relationship Manager and specialists.

Your team

A relationship manager. A team of specialists. One coordinated view.

Every specialist on your team sees the same complete financial picture your Relationship Manager does — so advice is coordinated, not siloed, and you're never repeating yourself to a new person.

Sunita Chandra

Relationship Manager

Your single point of contact

Rahul Khanna

Tax Advisor

Filing & tax planning

Ananya Verma

Insurance Advisor

Cover & policy review

Manish Patel

Investment Advisor

Portfolio & goals

Common questions

Answers before you ask.

The questions families ask most before getting started.

Do I need to be ultra-wealthy to use arrange?

No — arrange is built for any family that wants their financial life organised and coordinated, not just the ultra-wealthy. arrange core is designed for households getting serious about their finances; arrange private adds a deeper specialist bench as your needs grow.

How is this different from a budgeting app or robo-advisor?

Those give you a dashboard and leave you to figure out what to do with it. arrange pairs the same structured view of your finances with a real Relationship Manager and a specialist team you can message directly — so you get a plan and someone accountable for helping you act on it, not just data.

Who are the advisors — are they employees of arrange?

Your Relationship Manager and specialists are vetted, independent professionals onboarded onto the arrange platform — not a call centre, and not one generalist wearing every hat. Every specialist on your team sees the same complete picture of your family's finances, so advice is coordinated instead of siloed.

Is my financial data and documents actually secure?

Yes. Every document lives in an encrypted vault, and your financial data is only ever visible to your account, the family members you grant access to, and the advisors assigned to your household — nothing is shared or sold, and access is enforced on every request, not just hidden behind a button in the interface.

What does arrange cost?

Pricing depends on the depth of advisory support your family needs. Get in touch and your Relationship Manager will walk you through arrange core and arrange private before you commit to anything.

Can my spouse, parents or kids use this too?

Yes — a household account supports every family member, each with their own login and a permission level that controls what they can see. Nothing depends on just one person knowing where things are.

I already have a CA or financial advisor — does this replace them?

Not necessarily. Many families use arrange as the coordinating layer that keeps an existing CA, insurance agent or advisor in sync with everything else, rather than replacing them outright — though most do consolidate over time once they see everything working from one team.

How do I get started?

Sign up, and your Relationship Manager will reach out to understand your family's financial life and start assembling the right specialists around you — no paperwork to chase, no long onboarding call to schedule first.