Request for Family Portfolio Management Feature

Feature Requests ✋
1

Dear Dhan Team,

I hope this message finds you well. I’ve been using Dhan for my investment needs, and I must say it’s been a great experience so far. However, I’d like to suggest a feature that would make the platform even more powerful and user-friendly for customers like me.

Feature Request:
I would love to see a Family Portfolio Management feature that allows users to view and control all family portfolios in one place. This would be incredibly helpful for:

  1. Managing multiple portfolios (e.g., spouse, children, or parents) from a single dashboard.
  2. Tracking the performance of all linked portfolios in real-time.
  3. Simplifying decision-making by having a holistic view of family investments.

This feature would save time, reduce complexity, and make it easier for families to achieve their financial goals together.

I believe this addition would be a game-changer for many Dhan users, and I’d be thrilled to see it implemented. Please let me know if this is something you’re already working on or if there’s a timeline for such a feature.

Thank you for your hard work and for continuously improving the platform. Looking forward to hearing from you!

Best regards,

4 Likes
2

same thread available Family Portfolio Track

3

Hi @gadhiyajatin Jatin, feedback is duly noted. We will evaluate this… we have noticed now there are quite a bit users who use Dhan in family and the same requests we have also heard in our meet and greet events across India.

We will keep you posted when we pick this up.

3 Likes
4

Count a +1 from my side @PravinJ Need for 4 of my family members on Dhan.

5

Pressure techniques @thisisbanerjee :grimacing:

1 Like
6

Even I have three accounts with Dhan.

7

I am progressively migrating my account and will subsequently migrate family accounts. We eagerly anticipate an update on this feature.

8

Adding some more pressure from my side.
Have 3 accounts in the family on Dhan :stuck_out_tongue_winking_eye:

9

Noted… never knew we will have this many requests… @specter @Divaksh @AG001

10

Haha. Thanks for acknowledging. One more request is as Demat MF’s are rolling out to users now, please facilitate instant redemption of liquid funds from Dhan.