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Join the Wealthnest AI
Beta Program

Be among the first to experience smarter wealth management powered by AI. Sign up to become a beta user and get early access to the app.

So we built WealthNest.AI—a personalized family office that brings everything into one dashboard.

  • What it does: One home for all accounts (bank, MFs, equities, NPS, deposits). AI insights on the 4 I’s—Investments, Insurance, Income-Tax, Inheritance. See what’s performing and where opportunities lie.
  • We’re inviting close friends and family like you to test it and tell us what works.
  • Your email is 100% private. Your data stays yours—256-bit encryption, no human access – complete privacy, complete control.

Know someone close who should try it? Just reply privately with their name/number.

Want a demo first? Check this out: https://tinyurl.com/3sxcr7cw

Thanks for being part of this.

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We're here to help you achieve
your financial goals

Here’s how to reach us: 

  • General enquiries & support:
    info@wealthnest.ai – for questions about our platform and customer support. 

 

We are headquartered in Bengaluru, India and serve families across the globe. Our team combines deep local market knowledge with worldclass technology expertise to help you organise, manage and grow your wealth. 

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Frequently Asked Questions

Find answers to common questions about our features and services.

A private, AI-powered family-office platform. It brings all your accounts and assets into one secure view and turns raw data into clear, actionable guidance—so decisions are faster and better. 

Emerging, affluent and HNI Indian families who want a single, organised view of wealth across people, entities and asset classes—without the spreadsheet chaos. 

No. We don’t hold money or execute trades. We unify your data, surface insights and recommendations, then you act via your existing bank, broker or adviser. 

Using India’s Account Aggregator (AA) framework and compliant connectors. You grant consent in a few taps, and you can revoke it any time—no lengthy paperwork. 

Banking, demat, mutual funds, equities, bonds, PMS/AIF, insurance, loans, real estate, gold and more.

Balances, transactions and valuations refresh frequently via AA and partner integrations, giving you an up-to-date picture without logging into multiple apps. 

Enterprise-grade protection: encryption in transit and at rest, OAuth2, multi-factor authentication and strict role-based access. We follow data-minimisation and least-privilege principles. 

Yes. Manage and revoke AA consents, disconnect any institution and request data deletion from within the app. You stay firmly in control. 

Define exactly who sees what—by person, asset or entity. Invite advisers with read-only access to specific sections. Full audit trails keep activity transparent. 

Yes. Map assets, assign roles, store key documents and set visibility rules to support secure, intergenerational planning and continuity. 

AI models scan your consolidated data to forecast tax outgo, insurance gaps, cash-flow needs, inheritance splits and portfolio allocation options—so you can plan proactively, not reactively. 

Execution stays with your bank or broker. We provide the insight and route you to the right place to act—keeping separation of advice, data and execution. 

Pricing will be announced closer to launch. Join the waitlist or email info@wealthnest.ai for early access and updates.