YOUR FAMILY’S OWN FAMILY OFFICE

See everything your family owns.
In one view.

Your CA files your taxes. Your broker handles stocks. Nobody sees the whole picture. WealthNest does, in about 3 minutes.

SEBI-registered Investment Adviser (RIA No. INA000022464)
RBI Account Aggregator framework
Your data stays yours. 256-bit encryption. No human access. Complete control.

THE FIRST THING YOU WILL SEE

One number for your whole family.
Then everything behind it.

Link your accounts and WealthNest builds your family’s complete picture: what you own, what you owe, and what it all adds up to.
Live, not a spreadsheet you update once a year.

Bank accounts

Mutual Funds

Stocks and ETFs

EPF and NPS

Bonds and FDs

REITs

Gold and silver

Property

Vehicles

Insurance policies

Loans and liabilities

Cash and others

Link automatically through Account Aggregator or CAS import. Add anything else in a few taps.

REAL FAMILIES, REAL CLARITY

The calm of finally seeing everything.

"I finally see my wife's investments, my EPF, our home loan, and the gold, all on one screen. I did not realise how blind I was until it was all in front of me."

Rohan M

41, Bengaluru (verified user)

Ready to see your whole picture?

Seeing is where it starts. Not where it ends.

Investment • Insurance • Income Tax • Inheritance

GOOD QUESTIONS

Before you tap download.

Is it really free?

Yes. Seeing your family’s complete picture is free to start, with no card required. Expert services are offered separately, and we are always clear about pricing before you choose anything.

Do I have to move my money?

No. WealthNest brings your existing accounts into one view. Your money stays exactly where it is.

Is it safe to link my accounts?

Yes. Linking runs through the RBI-regulated Account Aggregator framework, so you consent to exactly what is shared and can revoke it anytime. Everything is encrypted with 256-bit security, and no human at WealthNest can see your data.

Can my family use it too?

Yes. WealthNest is built for families. Invite your spouse, parents or adult children with permissioned access, so everyone who should see the picture can.

See your whole financial picture. In about 3 minutes.

Free to start. Your family’s clarity begins today.

Available on the App Store and Google Play.

See everything your family owns. In one view.

One number for your whole family. Then everything behind it.