Kutumb Advisory

Premium Family Wealth Advisory

Your family's finances are a universe.
See it whole.

Most families don't have a money problem. They have a visibility problem. Financial Kundali brings every corner of your family's wealth into one connected view.

400+Families Guided
₹100Cr+Sum Assured Under Management
12+Years of Excellence
A family of three generations standing together beneath a tree

Your family deserves more than

financial products.

It deserves
financial architecture.

Every family's wealth is a unique structure. Financial Kundali provides the blueprint revealing how each part supports the whole.

The Problem

Most families don't have a money problem.
They have a visibility problem.

Your wealth is scattered across accounts, advisors, instruments, and intentions. Without a single source of truth, even the best plans unravel.

Disconnected

Investments
Insurance
Estate
Retirement
Tax
Business
No single view

Financial Kundali

Investments
Insurance
Estate
Retirement
Tax
Business
Unified view

Financial Kundali transforms scattered financial products into a connected architectural view of your family's wealth.

Flagship Product

Financial Kundali

Inspired by Jyotish Shastra, the Financial Kundali maps nine fundamental dimensions of your family's financial life into a single, holistic portrait.

Unlike a spreadsheet or a dashboard, it reveals the relationships between each area where one affects another, where gaps hide, and where your family's true financial strength lies.

Surya

Income & Earning Power

Chandra

Emergency & Financial Peace

Mangal

Protection & Insurance

Budh

Financial Discipline

Guru

Wealth Creation

Shukra

Lifestyle & Happiness

Shani

Retirement & Dignity

Rahu

Financial Risk

Ketu

Legacy & Succession

Tools

Financial Toolkit

Purpose-built tools designed to give you clarity on every dimension of your family's wealth.

Flagship Tool

Investment Planning

Understand your portfolio across asset classes, risk profiles, and time horizons.

Risk Management

Protection Planning

Identify gaps in your family's insurance coverage and optimize premiums.

Future Planning

Retirement Planning

Project your retirement corpus and build a plan that preserves your lifestyle.

Estate

Legacy Planning

Structure your estate to ensure your family's wealth passes seamlessly.

Optimization

Tax Planning

Optimize your tax strategy across income, investments, and estate transfers.

More tools coming

We're building the most comprehensive family wealth toolkit.

Testimonials

Trusted by families across India

For years, I thought our finances were in order. Financial Kundali showed me gaps I didn't know existed — and connected everything into a plan my entire family understands.
AM

Arun Mehta

✓ Verified Client

Business Owner · Mumbai

What sets Kutumb apart is that they treat family wealth as a living system, not a collection of products. Our Financial Kundali changed how we think about money across generations.
PS

Priya Sundararajan

✓ Verified Client

Physician · Chennai