Manage, track and grow your family wealth effortlessly
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.
Secure Transactions
Encryption and compliance ensure your data is secure, private and aligned with financial regulations and the Account Aggregator ecosystem. Highlights the security of transactions on your platform
44% YoY Growth
Indian Wealth Tech Growth Rate
Track all assets
Realtime aggregation of financial accounts, real estate, gold and liabilities in one unified dashboard.
90 + million
households in our addressable market.
Discover the power of WealthNest.AI
Explore powerful AI-driven tools designed to simplify and optimize your family’s wealth management effortlessly.
Unified wealth dashboard
Realtime insights
AI powered portfolio updates and live data.
Smart prompts
Behavioural nudges based on market conditions and your portfolio.
Predictive planning
AI forecasts tax liabilities, inheritance splits, insurance gaps and optimal strategies.
Trusted and compliant
Certified and reviewed by financial regulators and industry experts to guarantee the highest standards of security and compliance.
Frequently Asked Questions
Find answers to common questions about our features and services.
What is WealthNest.AI?
WealthNest.AI is an innovative, AI-powered personalized Family Office app. It aims to revolutionize the way family wealth across investments, insurance, income tax and inheritance is tracked and managed through a unified, simplified, and user-friendly interface that caters to every emerging and affluent household in a rising India.
What assets can I track on WealthNest.AI?
WealthNest.AI will allow families to automatically aggregate, track and receive insights across their entire portfolio including Bank Accounts, Mutual Funds, Equities, Exchange Traded Funds (ETFs), New Pension Scheme (NPS), Deposits, Life and General Insurance, Provident Fund, Loans, Credit Cards, etc. WealthNest.AI also automates tracking of physical assets like real estate, gold/silver/jewellery and vehicles. We’ll be extending support to more assets like international securities, private equity, PMS/AIF, etc., shortly.
How does WealthNest.AI connect to my bank and investment accounts?
WealthNest.AI uses RBI-regulated Account Aggregator framework to securely fetch accounts linked to your PAN and mobile number via RBI-accredited account aggregators like Perfios and Finvu.
Is my financial data safe and secure?
Yes – the customer’s financial data is fully encrypted, consent-based and only visible to the customer. In addition, for assets currently not supported by the AA framework, we integrate with other available secure APIs.
Does WealthNest.AI support family and multi-member access?
Yes, WealthNest.AI supports aggregation of family wealth data in a single wealth dashboard and will shortly be launching multi-member access as well.
How is WealthNest.AI different from a wealth manager or advisor?
Unlike wealth managers and advisors, WealthNest.AI aggregates your family’s entire financial and physical assets using a combination of accredited and secure API frameworks, AI-based statement imports, and publicly available online datasets. In addition, WealthNest.AI will provide AI-powered smart insights and recommendations to optimize your family wealth across not only Investments, but also Insurance, Income Tax and Inheritance (4I’s of family wealth management).
Does WealthNest.AI give investment advice?
Yes, Wealthnest.AI is in the process of applying for a SEBI Registered Investment Advisor (RIA) license and currently provides data-driven insights and portfolio analytics.
Can I track PMS, AIF, and alternative investments?
Yes, very shortly you’ll be able to track PMS, AIF and other alternative investments on WealthNest.AI. Currently, you can view all your securities and transactions in your PMS custody account, as well as the corresponding ROI on WealthNest.AI’s family dashboard and account listings.
Can I track real estate and physical assets?
Yes, we’re shortly launching support for Real Estate, as well as other physical assets like Vehicles and Precious metals like Gold, Silver and jewellery.
Who is WealthNest.AI designed for?
Emerging, Affluent and High-Networth (HNI) families who want an automated, unified view of their wealth across members, entities and asset/liability classes with AI-powered smart insights and wealth advisory across Investments, Insurance, Income Taxes and Inheritance (4I’s).
Do I need to move my investments to use WealthNest.AI?
No, wherever your investments are currently, you do not need to move them unless you choose to do so. WealthNest.AI will seamlessly and automatically aggregate all your investments, accounts and physical assets across multiple financial institutions, advisors and portfolio managers. Further, it will provide you with AI-powered smart insights across your entire family wealth to help you identify risks and opportunities.
Can my CA, RM, or financial advisor access my dashboard?
We currently don’t support any third-party to access your dashboard. However, based on customer feedback, we’ll evaluate providing restricted access to a person or entity of your choice.
Is WealthNest.AI compliant with Indian regulations?
Yes, WealthNest.AI is compliant with all Indian financial data and privacy regulations.
How does AI help in managing my wealth?
WealthNest.AI combines the intelligence of best wealth management practices and your family’s portfolio to offer crisp, actionable and trusted advice on risks and opportunities across your family’s investments, insurances, income taxes and inheritance plans. All recommendations are specifically tailored and personalized to your unique context and needs.
Is WealthNest.AI suitable for small investors?
Yes – WealthNest.AI has been built by small investors with decades of experience investing and managing their families’ wealth across investments, insurance, income taxes, and inheritance. Our core target segments are small investors across emerging and affluent families.
Your personalized AI-powered Family Office App
- Automates tracking of All Assets & Liabilities
- Unified Dashboard across the entire Family
- Your data stays yours – 256-bit encryption, no human access, complete privacy and control.
- Recommends Personalised Smart Insights across 4I’s – Inheritance, Insurance, Income Tax, and
Investments Coming soon - AI-powered Wealth Advisor Coming Soon
