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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. AMFI-registered Mutual Fund Distributor · ARN-319081
I Tag Financials

Client tools

Two tools to organise your information

Both tools are self-service. You read what each one does here; your details are entered only after you log in to your own account.

  • Your Financial Journey

    Organise your financial goals and keep a structured record of your income, expenses, assets, loans, investments and insurance in your own account.

    • Record your financial goals
    • Organise your financial information
    • Note your responsibilities and plans
    • Save and revisit your progress
    • Download your own report (PDF)

    An informational and organisational tool, incidental to our mutual fund distribution services. It is not investment advice or a recommendation.

    Create account Already registered? Log in

  • Will Preparation Assistance

    A guided tool to help you organise the information needed to prepare a Will, and keep it as a summary that can be reviewed before a Will is drafted and formally executed.

    • Follow a step-by-step process
    • Organise the relevant information
    • Save your entries
    • Review or update your information
    • Download your information summary (PDF)

    This tool does not give legal advice and does not create a Will. Completing the form does not produce a legally valid Will. Legal validity, witnessing and execution requirements must be checked separately.

    Create account Already registered? Log in

Already using the tools? Open your dashboard.

Getting access

How access works

  1. Create an account

    We ask only for your name, your email address and a password.

  2. Confirm your email

    Open the link we email you and enter your password. An account cannot be used until this is done.

  3. Log in

    Log in with your email and password. You go straight to the tool you chose.

  4. Save, return and download

    Save your entries, come back from any device, and download your own PDF from the dashboard.

Your information

What happens to what you enter

  • Neither tool asks for any financial, family, beneficiary or Will information before you log in.
  • Each tool asks for your consent, with its own notice, before a form is first saved to your account. Until you agree, nothing you type in the form is sent to our server.
  • Saved forms are stored encrypted and linked to your website account.
  • Your saved Financial Journey and Will Preparation forms, and the PDFs made from them, are for you. They are not shown in our staff area and are not part of any staff report.
  • What you enter in these two tools is never put into an email. The website does not use advertising or analytics cookies.
  • You can delete a saved form, or your whole account, from the dashboard at any time. Please do not enter Aadhaar, PAN, bank account or card numbers in either tool.

Details: Privacy Policy, Consent & Data Protection Notice and Account & Data Deletion Policy.

I Tag Financials is an AMFI-registered Mutual Fund Distributor (ARN-319081). We are not a SEBI-registered Investment Adviser and we do not practise law. These tools organise information you enter yourself. They do not give investment advice or legal advice. Your website account is separate from the third-party investment platform.