Bring your partner, parents and children into one Reva household. Each person chooses whose money they see, and you choose who sees what.
For couples
Invite your partner to your household. You both see one net worth, each add your own statements and ask Hey Reva about either of you.
One household, two people
Shared
One net worth: Every account either of you adds: mutual funds, shares, property, gold, the car.
Statements from both of you: A CAS covers one PAN, so each of you adds your own. Both count.
Cover and nominees: Term and health policies for both of you, and which folios have a nominee, in one checklist.
Your CA, if you want: Invite them with narrower access: a CA gets the tax view, an advisor the portfolio only.
Yours alone
Your Hey Reva chats: Encrypted with a key that is yours alone. Your partner sees the numbers, not your questions.
Your agents: Each of you switches on your own and gets your own findings.
Your Learn progress: Streaks and XP are per person.
Ask about both of you
Hey Reva reads every statement in your household and cites the one each number came from.
Which of our mutual fund folios have no nominee?
Which of our funds cost us the most in fees?
What have our mutual funds returned since we started?
How much of our money sits in regular plans?
Analysis, not advice. Hey Reva does not tell you what to buy or sell.
How you start
Apply for membership: Families join by invitation. One of you applies; we reply by email.
Invite your partner: From Family, choose Partner and add their email.
They sign in: The invite email signs them straight into your household. No separate application.
Questions families ask
Does my partner need to apply too?
No. Invite them from Family and they log in from the email.
Can my partner read my Hey Reva chats?
No. Each person’s chats are sealed with their own key. Only the household’s statements and net worth are shared.
Can we each add our own mutual fund statement?
Yes. A CAS covers one PAN, so each of you adds your own and both count toward your net worth.
Can I remove my partner’s access later?
Yes, any time, from Family. Their chats and Learn progress stay with their own account.
Can our CA see it?
Only if you invite them. Your CA gets the tax view, including capital gains on what you sold, and an adviser sees the portfolio. Neither can move money.