How do I add a family member's portfolio?

WealthGamma is built for households, not just individuals. Give your spouse, a parent or a child their own portfolio and each one keeps its own holdings, its own PAN and its own tax, while you still see the whole family in one place.

Open the Add Portfolio form

Go to Settings → Portfolios and click Add Portfolio. The form asks for just enough to keep that person's money and tax separate from yours.

The Add Portfolio form: a name, the relationship, an optional PAN, and a colour to tell them apart.

Fill in the details

• Name: how they show up everywhere, e.g. Wife: Priya.
• Relationship: Self, Spouse, Father, Mother, Child, Sibling or Other.
• PAN (optional): add it when you want that portfolio's tax figured on its own PAN.
• Date of Birth (optional): needed only for a Child, to work out minor status.
• Color: the dot that marks this person across charts, tables and the switcher.

Hit Create and the portfolio is ready to hold investments.

Tip: Because each PAN gets its own ₹1.25L LTCG exemption, splitting holdings across the family, rather than piling them under one name, can genuinely lower the household's tax. The Tax Planner adds it all up for you.