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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.

Click here to view the app demo.

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. 

Partnerships:
partnerships@wealthnest.ai – for business partnerships and integrations. 

Investor relations:
investors@wealthnest.ai – for investment opportunities and funding. 

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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FAQs

Find answers to common questions about our features and services.

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. 

You can join the WealthNest.AI beta program by filling out our early access form here: https://tinyurl.com/f36re3r3

After signing up for the WealthNest.AI beta program, we will revert with access on your WhatsApp number usually within 48 hours of sign-up.

In some cases, access may take up to one week based on the prevailing waitlist.

Yes. Beta access to the WealthNest.AI app is completely free.

The WealthNest.AI beta app includes

  1. Account aggregation across Bank Accounts, Mutual Funds, Equities, ETFs, NPS, and Deposits
  2. Entire family and member-wise dashboard 
  3. Account listing experience by each account type
  4. Transactions view for drilldowns

Also, we’re launching new features every fortnight. Some of the additional features launched in Beta include 

  • AI-powered bank account statement import 
  • Special onboarding flow for NRI users.

Yes. Beta users can easily share feedback using the in-app feedback feature inside the WealthNest.AI app.

You can also confidentially attach requisite screenshots and screen recordings to help us troubleshoot and improve the platform.

WealthNest.AI is an AI-powered, personalized Family Office app. We aim to revolutionize the way family wealth is tracked and managed through a unified, simplified, and user-friendly app that caters to every emerging and affluent household in a rising India.

WealthNest.AI is an innovative, AI-powered, personalized Family Office app. We aim to revolutionize the way family wealth is tracked and managed through a unified, simplified, and user-friendly app that caters to every emerging and affluent household in a rising India.

Yes, Wealthnest AI will provide smart, personalized insights based on your family’s financial portfolio.

The platform analyses your data and highlights risks and opportunities across the 4I’s:

  • Investments
  • Income Tax
  • Insurance
  • Inheritance

Yes. WealthNest.AI will soon launch the ability to track multiple financial goals within the app. Stay tuned!

Yes. Wealthnest.AI supports tracking and aggregation of multiple financial asset classes, including:

  • Bank Accounts
  • Mutual Funds
  • Equities
  • ETFs
  • NPS
  • Fixed Deposits and other deposits

     

We will soon add support for additional asset types, such as:

  • Provident Fund (PF) accounts
  • Insurance 
  • Loans and credit cards
  • Physical assets like property, vehicles, and precious metals (gold and silver).

     

These insights help families make better long-term financial decisions.

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

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. 

Yes. Your financial data is fully secure on WealthNest.AI.

All user data is protected using 256-bit AES encryption, both in transit and at rest, which is the same level of encryption used by major financial institutions.

Access to your financial information is completely consent-based, and your data is only visible to you within the WealthNest.AI app.

No, WealthNest.AI does not share your data with third parties.

Your personal information is securely encrypted and stored within the WealthNest cloud infrastructure.

Additionally:

  • Data is processed using secure, sandboxed AI models
  • Your data is not shared with public AI models or external LLM services

These measures help ensure that your financial data and personal identity remain protected at all times. 

Yes. You can request deletion of your Wealthnest AI account and data at any time.

To initiate this process, you can submit the account deletion request form available on the Google Play Store or Apple App Store listing for the WealthNest.AI app.

No. The AI in WealthNest.AI does not make financial decisions for you.

The platform uses artificial intelligence only to generate smart insights and recommendations based on your financial data.

All investment, tax, insurance, and financial decisions remain fully under your 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.

WealthNest.AI will follow a freemium pricing model.

This means certain core wealth tracking features will always be available for free, while more advanced capabilities — such as AI-powered insights, deeper portfolio analytics, and premium tools — may be offered through a paid subscription plan.

Stay tuned! We’ll be announcing the same shortly.

Yes. Wealthnest AI is currently free for all beta users.

Early beta participants may also receive special pricing benefits or early access offers when official subscription plans are launched. We will share more details closer to the launch.

No. WealthNest.AI does not charge any hidden fees. The app is currently free for all Beta users.

We’ll be announcing subscription plans, pricing and promotions shortly. Stay tuned!

Yes. Your account and financial data will remain available after the beta period.

When the beta ends, you will have the option to continue using your existing account and data, or choose to refresh or delete your information based on your preferences.

If you have any questions or need assistance, you can contact the team at Wealthnest AI by emailing:

info@wealthnest.ai

We aim to respond to all support queries within 48 working hours.

Yes. You can explore how the Wealthnest AI platform works through our product demo and walkthrough video.

-> Click here to view the app demo.

If you need additional assistance or have specific questions about the platform, you can also contact us at info@wealthnest.ai.

Yes. WealthNest.AI provides in-app guidance and onboarding aids to help users easily set up their accounts and start tracking their family wealth.

If you need additional help during onboarding, our support team is available at info@wealthnest.ai.

If you experience a technical issue while using the WealthNest.AI app, you can report it directly through the in-app feedback tool.

You can also attach screenshots or screen recordings to help us troubleshoot the issue faster. For security, please mask sensitive financial information before sharing screenshots.