Agency Plan? | Know Your Dosh | AppSumo

Know Your Dosh

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Q: Agency Plan?

Do you have an agency plan? With unlimited users and unlimited asset/liabilities?

PRoniAug 7, 2025

Founder Team

VarunAggarwal_KnowYourDosh

Aug 7, 2025

A: Yes, we do. Please reach out to support@knowyourdosh.com and we can schedule a meeting to discuss the same.

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Hello, why would you count 1 stock = 1 asset? That seems quite a limitation that effectively means every LTD holder would have to now upgrade to some higher plan that you will charge monthly for... Please help me understand as I am holding off on buying because of this issue.
Hello Varun, please confirm: - Connects India, Europe and Middle East bank accounts in a single KYD account? Meaning, can I see all different bank account details family member wise across countries? - Similarly, can it connect with multiple mutual fund accounts, demat & broker accounts like Zerodha etc? - How much is the platform India centric to track different things like PF, PPF, investment in government schemes? - lastly, when it says x number of assets, does it mean 1 stock = 1 asset, or it means asset classes? because, in case it means 1 stock = 1 asset, invariably most people would need Elite plan from your website as it's not available here. Thank you in advance for your time & response. While, the product seems need of the hour but the packing sounds a bit off. Hope to get correct understansing soon from you.
Most of the website pages are missing (28th of July, 2025), for example: https://www.knowyourdosh.com/features/renewals Would want to read more but can't. Let me know once you've fixed it.
I have 45 stocks and 35 crypto assets, no property yet so tracking 80 assets won't fit into the program?

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