WealthNest, your family’s personalized wealth manager
Expert help with your family’s money. You stay in control.
Find the gaps in your family’s life cover, nominees and investments, and fix them with a SEBI-registered expert in your corner. Nothing is shared without your consent, and no one at WealthNest can see your data.
SEBI Registered Investment Adviser INA000022464. Free to start. Sign in with Google or Apple.
- SEBI Registered Investment Adviser, INA000022464
- You consent to what is shared. Revoke any time.
- 256-bit encryption, in transit and at rest
- No human at WealthNest can see your data
Your data, your control
Before you share anything, here is exactly how your data is protected.
You are trusting us with your family’s financial life. You should know how it is protected, in plain words.
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You decide what is shared.
Your accounts link through the RBI-regulated Account Aggregator framework, with Perfios and Finvu. Nothing is shared without your consent, and you can revoke it any time.
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Read-only.
Linking lets WealthNest read your accounts. It cannot move your money.
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Shared with you. Never sold.
The Account Aggregator shares your data with you, not with WealthNest as a third party. Your data is never sold.
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Encrypted.
256-bit encryption protects your data in transit and at rest.
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No one at WealthNest can look.
No human at WealthNest can see your data.
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Your family, your rules.
Each family member controls what they share. You control who has access.
Why we ask for your PAN: the RBI Account Aggregator framework requires it to find your accounts.
Regulated, and named
Real people you can look up, and a registration you can check.
WealthNest is a SEBI Registered Investment Adviser, registration INA000022464. Our legal entity is Tatvartha WealthNest AI Pvt Ltd.
Verify our registration on the SEBI website-
Anurag Sinha
Co-founder and CEO
Ex-Amazon Director. Scaled products for 15M+ customers at Amazon and Microsoft.
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Harsha Venkatesh
Co-founder and CIO
SEBI-registered. 20+ years investing. ₹200Cr+ AUM.
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Shivendra Kumar Singh
Founding Investor and Advisor, non-operational
Engineering Director at Infineon Technologies USA. MIT Sloan Executive MBA.
Why families need this
Your CA sees your taxes. Your RM sees your portfolio. Your insurance agent sees your policies. No one sees your family.
So someone has to hold it all together. Usually you, in a spreadsheet that is out of date a week after you build it.
- 57%rely on Excel or notes to manage their family’s money.
- 53%say finding trusted advice is their biggest challenge.
Source: [to be supplied]
Much of the wealth industry is built on selling products and earning commissions. WealthNest works the other way round. We look at your whole family first, show you what needs fixing, and offer a service only when you choose to act. No product pushing.
Three steps. The first takes about 3 minutes.
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Start in about 3 minutes.
Sign in with Google or Apple and choose what to share, with your consent. No manual data entry.
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See what needs fixing.
Smart insights flag insurance cover gaps, nominee gaps, and concentration in a single fund house, sector or holding.
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Act with someone in your corner.
Talk to a SEBI-registered expert about what the insights mean for your family. Act through a regulated service only if you choose to.
Know what needs fixing, across the four I’s.
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Investments
Is too much riding on one fund house or one sector? WealthNest flags concentration in a single fund house, sector or holding, across what your whole family owns, so you can talk it through with an expert before it becomes a problem.
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Insurance
Is your family’s life cover enough? WealthNest flags cover gaps, and our experts can help you close them.
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Income Tax
Plan with people who do this every day. When you want help with your family’s taxes, WealthNest connects you with our tax planning partners.
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Inheritance
A nominee is not an heir. A nominee holds assets on behalf of your heirs. A will decides who inherits. WealthNest flags nominee gaps and connects you with inheritance planning partners when you are ready.
If something happens tomorrow, does your family know where everything is?
Add your spouse, your parents and your adult children. Each member controls what they share. You control who has access. Your family’s financial life no longer depends on one person’s memory.
Add your family. Download WealthNest.
Not ready to download? Talk to us first.
Book a wealth check-up with Harsha Venkatesh, CIO.
Co-founder and CIO. 20+ years investing. ₹200Cr+ AUM. SEBI Registered Investment Adviser INA000022464.
A 1-on-1 call about your family’s whole financial picture: life cover, nominees, concentration, and what to do next. You choose what to share on the call. No sales pitch, and no charge.
Want to see your family’s picture before the call?
Good questions to ask before you share anything.
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Your accounts link through the RBI-regulated Account Aggregator framework. It is read-only. You consent to what is shared and can revoke it any time. Your data is protected by 256-bit encryption in transit and at rest. No human at WealthNest can see it, and it is never sold.
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No. Linking is read-only. WealthNest can read your accounts; it cannot move money out of them.
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The RBI Account Aggregator framework requires your PAN to find your accounts.
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No one. No human at WealthNest can see your data. On a wealth check-up call, you decide what to share.
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Yes. WealthNest is a SEBI Registered Investment Adviser, registration INA000022464. Our legal entity is Tatvartha WealthNest AI Pvt Ltd. You can verify the registration on the SEBI website.
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Free to start. We earn when you choose to act through one of our regulated services: equity PMS and mutual fund distribution through our sister company Dwaith, life insurance advisory, and tax and inheritance planning with partner vendors. Nothing is pushed. You decide.
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Seeing your numbers is where it starts, not where it ends. The real question is who tells you what needs fixing and helps you fix it. WealthNest flags the gaps and puts a SEBI-registered expert in your corner.
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Each of them sees one slice. Your CA sees your taxes. Your RM sees your portfolio. Nobody sees the family. WealthNest does.
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Yes. Add your spouse, parents and adult children. Each member controls what they share, and you control who has access.
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About 3 minutes to see your whole financial picture. Sign in with Google or Apple and link your first account.
A lifetime of hard work. Secured for the next generation.
WealthNest, your family’s personalized wealth manager. An expert in your corner. Your data in your control.
SEBI Registered Investment Adviser INA000022464. Free to start. Sign in with Google or Apple.
Tatvartha WealthNest AI Private Limited. SEBI-Registered Investment Adviser, INA000022464. Investments are subject to market risks. Past performance is not indicative of future returns. WealthNest uses the RBI-regulated Account Aggregator framework. Please read all scheme-related and advisory documents carefully before investing.
Copyright © 2025-26. All rights reserved. WealthNest.AI™ is a trademark of Tatvartha WealthNest AI Pvt. Ltd.