DOWNLOAD WEALTHNEST
Managing wealth should not
be a second job
Link your accounts once. See the whole picture. Know what needs fixing.
- SEBI-registered Investment Adviser (RIA No. INA000022464)
- RBI Account Aggregator framework
- Your data stays yours. 256-bit encryption. No human access. Complete control.
WEALTHNEST HELPS YOU MANAGE WEALTH AS A FAMILY
Your family's personalized wealth manager.
Between the mutual funds, the EPF, the insurance policies, the bank accounts and the SIPs your parents started years ago, the full picture lives in a spreadsheet that was accurate, once. Your CA sees one slice. Your RM sees another. Nobody sees the family.
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.
Ready to get your weekends back?
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.
