WealthNest
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Personal and family wealth

Every rupee you own, on one page.

Mutual funds, stocks, bonds, deposits, PPF, NPS, property, gold and silver — tracked for you and for your whole family, with the returns worked out for you.

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  • No bank credentials needed
  • Manual and import entry
  • Free to start

Total net worth

₹85.00 L

+37.65% · ₹24.84 L gain

  • Real Estate₹28.06 L
  • Mutual Funds₹21.18 L
  • Stocks₹13.34 L
  • Gold₹8.14 L
  • Fixed Deposits₹6.65 L

Sample portfolio · 30.9% in Real Estate

11

Asset classes tracked

₹85.00 L

Sample family net worth

XIRR + CAGR

Returns calculated for you

4

Family members in the demo

Features

Built for people who own more than one thing.

Most apps track a single broker account. WealthNest is for the flat, the gold, the PPF and the fixed deposits too — the assets that never show up in a portfolio app.

Your whole net worth, one number

Eleven asset classes in a single view, with invested amount, current value and profit or loss on every one.

Family wealth, split fairly

Add your spouse, parents and children. Set who owns what, and see each person’s wealth as well as the household total.

Returns done properly

XIRR, CAGR and absolute return calculated for you — including irregular SIPs, part redemptions and lumpsum top-ups.

Import instead of typing

Pull holdings from a CAMS consolidated statement, a broker file or a bank statement, and reconcile them automatically.

Goals that track themselves

Map assets to retirement, education, a home or an emergency fund, and see whether you will actually get there.

AI wealth insights

A portfolio health score plus plain-English suggestions on diversification, liquidity, tax and rebalancing.

Asset classes

Eleven classes, each with its own page.

Not a generic list — every class gets the analysis it actually needs. SIP calendars for funds, coupon schedules for bonds, EMI tracking for property, purity and weight for gold.

Mutual Funds

SIPs, lumpsum folios and CAMS imports

Stocks

Direct equity holdings and dividends

Real Estate

Property value, rent and loans

Fixed Deposits

Bank and corporate deposits

Gold

Jewellery, coins, bars, ETF and SGB

PPF

Public Provident Fund contributions

NPS

Tier I and Tier II retirement corpus

Bonds

Coupons, maturities and credit ratings

Bank Accounts

Balances, cash flow and bills

Silver

Coins, bars and silver ETFs

Cash

Cash in hand and the emergency fund

How it works

Three steps to a real number.

  1. 1

    Create your account

    Email and a password. Takes under two minutes, and you can add family members later.

  2. 2

    Add or import your assets

    Import a CAMS or broker statement, or enter holdings by hand. Property, gold and cash are manual by design.

  3. 3

    Watch it all in one place

    Net worth, allocation, returns, goals and upcoming SIPs, maturities and dividends — updated as you go.

Questions people ask

Is this a demo?
Yes. This is the Phase 1 frontend build. Every screen works and runs on realistic sample data, but nothing is stored on a server yet — the backend follows in Phase 2.
Do I have to connect my bank?
No. WealthNest is manual-first: you add holdings yourself or import a statement. Nothing asks for your banking credentials.
Can I track wealth for my whole family?
Yes. Add each member, set their ownership share of each asset, and switch between an individual’s dashboard and the combined family view at any time.
Which assets are supported?
Mutual funds, stocks, bonds, fixed deposits, PPF, NPS, bank accounts, cash, real estate, gold and silver — eleven classes, each with its own dedicated page.

Find out what you are actually worth.

Create an account and add your first asset in under two minutes. You can invite your family whenever you are ready.

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