Grow your family’s wealth, with a plan.
See everything you own, find what to fix, and act on it. Investments, insurance, tax and more, in one app.
Free to start. Takes about 3 minutes.
- SEBI-Registered Investment AdviserSEBI Registered
- RBI Account AggregatorRBI AA framework
- 256-bit encryptionEncrypted
Link your accounts. See what to fix.
AI-driven insights flag the 2 or 3 things worth acting on: overlapping funds, idle cash, insurance gaps, missing nominees.
Fund overlap detected
68% of holdings shared
Two of your large-cap funds own mostly the same stocks.
Review your fundsIdle cash spotted
₹4.2L idle for 7 months
Sitting in a savings account with no plan attached.
Plan this cashInsurance gap flagged
₹1Cr protection gap
Your term cover is a third of what your family would need.
Close the gapIllustrative examples. Your insights depend on the accounts you link.
Everything you own. One number.
Linked securely in about 3 minutes.
Account Aggregator or CAS import. Add anything else in a few taps.
One platform to plan, protect, and grow your wealth.
From your first plan to your largest portfolio.
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Mutual funds
Invest with a plan and guidance aligned to your goals
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PMS
Professional portfolio management for larger portfolios
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Insurance
Find and close your protection gaps
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Income tax
Plan through the year, not just at filing
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Inheritance
Keep records ready and your wishes clear
Explore Stock baskets
Research-led baskets and guided investing
Coming soon
Know how you invest, before you invest.
A short set of questions sets your risk profile. The app explains it in plain words, so you know what kind of investor you are before you put money to work.
- A few minutes, no jargon
- Your profile, in plain words
- Your money personality, named and explained
A family office team, in your pocket.
Founded by leaders who scaled products for 15 million-plus users at Amazon and Microsoft, and a SEBI-registered fund manager with 20-plus years in the markets. Serious craft, aimed at a problem every Indian family has.
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Anurag Sinha
Co-Founder & CEO
Ex- Amazon Director, Foundit (Monster) CPTO, Rebel Foods, Microsoft. Scaled 15M+ MAU apps with GenAI-led product innovation.
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Harsha Venkatesh
Co-Founder & CIO
SEBI-registered PMS head, Founder Dwaith Funds, Investor, ex-Cypress Semi, ex-Enphase Energy. Took Power One from ₹100 Cr → ₹300 Cr ARR in 3 years. Deep India market + finance experience.
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Shivendra Kumar Singh
Mentor, Founding Investor, Strategic/AI Advisor (Non-Operational)Financial Analyst
Engineering Director @ Infineon Technologies USA· Mentor to IoTechWorld Avigation· Founding Investor, Strategic and AI (Non-Operational) Advisor, WealthNest · MIT Sloan Executive MBA
Experts on your side. Not on commission.
SEBI-registered guidance. Fee-based and aligned.SEBI-registered guidance. Fee-based and aligned, so we do better only when you do.
SEBI-Registered Investment Adviser, INA000022464
Grow it together.
One household view, a view for each member, and you decide who sees what.
Names and PANs shown are illustrative.
Real families. Real progress.
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Vivekanand S
Director, Ambit Private Limited
Working in the financial services industry, I understand the importance of innovation and client centricity. WealthNest team has built a wonderful product that gives you a ‘family view of your investments’. They are highly responsive, iterative and more than happy to listen to your feedback and improve.
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Girichandra Kuchangi
Founder, SteadVista Advisory
Like many in my age and professional cohort, managing family money usually means consolidating info from multiple reports and apps,and still missing things. The time spent on thorough tracking often feels better spent elsewhere. WealthNest simplifies this with a single dashboard, smart alerts and useful insights that quietly reduce mental load while keeping you on top of the bigger picture. With expert founders like Anurag and Harsha at the helm, I’m confident this will grow into an indispensable app that streamlines tracking and adds meaningful insights to help grow wealth.
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Akshay Kataria
Product Leader
Managing multiple investment vehicles across different institutions usually means fragmented data. WealthNest bridges those silos effortlessly. Having my complete financial footprint consolidated into one secure place gives me real-time accuracy and complete control over my asset distribution. It allows me to evaluate my portfolio holistically, make faster, better-informed financial decisions, and plan for the long term with absolute confidence.
Real WealthNest users. Shared with permission.
Safe by design.
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You consent.
Choose what to share. Revoke anytime.
256-bit encryption.
In transit and at rest.
Never sold, never seen.
No human at WealthNest can read your data.
RBI Account Aggregator framework. SEBI-Registered Investment Adviser, INA000022464.
Questions, answered.
The things families ask us most before they start.
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Yes. WealthNest uses the RBI-regulated Account Aggregator framework, so you consent to exactly what’s shared and can revoke it anytime. Everything is encrypted with 256-bit security, and no human at WealthNest can see your data.
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No. WealthNest brings your existing accounts into one view. Your money stays exactly where it is. Further, it will provide you with AI-powered smart insights across your entire family wealth to help you identify risks and opportunities.
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Seeing your whole financial picture is free to start. Advisory and expert services are offered separately, and we’ll always be clear about pricing before you choose anything.
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Yes. WealthNest is built for families. You can add members with permissioned access, so everyone who should see the picture can.
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WealthNest is built for Indian families who have built real wealth across bank accounts, mutual funds, EPF, insurance and property, and want one place that manages the whole picture, not just shows it.
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WealthNest is your family’s personalized wealth manager. It links every account, policy and asset your family holds, surfaces smart insights across investments, insurance, income tax and inheritance, and connects you to SEBI-registered experts who help you act.
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WealthNest will allow families to automatically aggregate, track and receive insights across their entire portfolio including
- Bank Accounts
- Mutual Funds
- Equities
- Exchange Traded Funds (ETFs)
- New Pension Scheme (NPS)
- Deposits
- Life and General Insurance
- Provident Fund
- Loans
- Credit Cards, etc.
WealthNest also automates tracking of physical assets like
- Real estate
- Gold
- Silver
- Jewellery
- Vehicles
We’ll be extending support to more assets like international securities, private equity, PMS/AIF, etc., shortly.
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WealthNest uses RBI-regulated Account Aggregator framework to securely fetch accounts linked to your PAN and mobile number via RBI-accredited account aggregators like Perfios and Finvu.
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Unlike wealth managers and advisors, WealthNest aggregates your family’s entire financial and physical assets using a combination of
- Accredited and secure API frameworks
- AI-based statement imports, and
- Publicly available online datasets.
In addition, WealthNest will provide AI-powered smart insights and recommendations to optimize your family wealth across not only Investments, but also Insurance, Income Tax and Inheritance (4I’s of family wealth management).
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Yes. WealthNest is a SEBI-registered Investment Adviser (INA000022464). Our experts provide guidance aligned to your family’s goals across investments, insurance, income tax and inheritance.
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You can currently view your PMS custody holdings and transactions through Dwaith, our sister company and SEBI-registered exclusive PMS partner. For now, smart insights flag key risks across everything you have linked.
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Yes. WealthNest supports property, gold, silver, vehicles and jewellery alongside your financial accounts. Add them in a few taps.
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We currently don’t support any third-party to access your dashboard. However, based on customer feedback, we’ll evaluate providing restricted access to a person or entity of your choice.
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Yes, WealthNest is compliant with all Indian financial data and privacy regulations.
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WealthNest combines the intelligence of best wealth management practices and your family’s portfolio to offer crisp, actionable and trusted advice on risks and opportunities across your family’s investments, insurances, income taxes and inheritance plans. All recommendations are specifically tailored and personalized to your unique context and needs.
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Yes – WealthNest has been built by small investors with decades of experience investing and managing their families’ wealth across investments, insurance, income taxes, and inheritance. Our core target segments are small investors across emerging and affluent families.
