Track, Analyse, Grow Your Wealth
All in One Smart Platform
Seamlessly manage all your personal and family investments from one intelligent platform — with real-time insights, AI-powered suggestions, smart automation, and total control over every asset you own.
A finance-first workspace for your entire wealth journey.
Give users an immediate sense that this is a wealth platform- asset allocation, performance, reminders, reports, family holdings, and advisory workflows are all visible from one place.
Forecast your monthly position and make informed decisions — well in advance
Use smart forecasting tools for monthly cash flow predictions, supported by clear summary snapshots and detailed, exportable transaction reports for easy analysis, audits, and advisory reviews.
Built for investors, families, and portfolio managers.
Choose a cleaner way to manage personal wealth or client portfolios from one powerful, finance-first platform.
For Individuals & Families
Take full control of your financial life
- Track net worth across all asset types in real time
- Manage mutual funds, stocks, crypto, bonds, and real estate
- Monitor insurance, loans, and cash flows
- Plan for goals — education, retirement, home purchase
For Portfolio Managers
Manage multiple clients from one powerful hub
- AUM tracking and client segmentation
- Performance analytics with XIRR insights
- Document centre and communication tools
- Approval workflows and client collaboration
Bring clarity to every rupee, asset, and goal.
A calm, finance-oriented interface for investors, families, and advisors who need their wealth data in one reliable place.
Everything users expect from a wealth management platform.
Dashboards, returns, allocation, cash flow, reminders, reports, and secure collaboration for personal and advisory use cases.
Simple plans for every wealth journey.
Start with personal tracking, grow into family wealth, or manage advanced private wealth workflows.
Your Financial Data is Secure, Private, and Always Under Your Control.
We understand that financial data is deeply personal. Unlike traditional wealth tools, we give you complete control over where your data is stored, who can access it, and how it is protected - at every step.
Build trust before users commit.
Financial users need to feel completely safe. These controls are designed to protect data, access, and ownership from the first day.
Advanced Security Options
Extra access controls for users, families, and advisory teams that need stricter protection.
- Two-Factor Authentication (2FA)
- IP Whitelisting & Access Lock
- Full Audit Logs - see who accessed what and when
Transparent data practices, always.
- We will never sell your data
- We will never show you ads based on your financial information
- You can delete your account and all associated data at any time
- We are transparent about how your data is used - always
Your privacy is our commitment.
We never sell your data, share it without consent, or monetize your financial information.
Manage All Your Clients' Wealth — From One Powerful, Intelligent Dashboard.
Built for portfolio managers, financial advisors, and wealth management firms, this platform gives you complete control over your entire client base — from tracking AUM and performance to executing investment decisions, managing documents, and collaborating with clients in real time.
Handle everything — analysis, communication, execution, and reporting — from a single, unified system designed to scale your practice.
A full operating system for modern wealth practices.
Give advisors the tools to view clients, analyze portfolios, manage products, communicate, approve actions, and maintain complete access control.
Built to scale your advisory practice.
Replace fragmented tools with a single intelligent ecosystem that helps you save time, impress clients, and grow with confidence.
Ready to transform client wealth management?
Give every client a clearer portfolio experience and give your team one place to manage analysis, communication, execution, and reporting.
Or explore our Private+ plan to unlock the full power of advisor-driven wealth management.
Built by Investors, for Investors.
We didn’t start with a business idea. We started with a problem we couldn’t ignore: wealth was fragmented, manual, and harder to understand than it should be.
We built the single place we wished existed.
Managing wealth across mutual funds, stocks, insurance, real estate, and crypto meant jumping between apps, updating spreadsheets, and second-guessing numbers.
There was no single place to see the full picture. No system that truly worked the way real investors think.
So we built one.
A platform designed not just to track wealth — but to understand it, organize it, and help it grow.
Modern investors don’t have a simple financial life.
Existing tools haven’t kept up with how families, advisors, and serious investors actually manage money today.
Where things break
- Investments scattered across platforms, apps, and spreadsheets
- No unified view of total net worth or asset allocation
- Manual calculations like XIRR leading to errors and inconsistencies
- Missed premiums, SIPs, EMIs, and important financial deadlines
- No structured way for families or advisors to collaborate
- Lack of real-time insights to make confident financial decisions
Our answer
We saw the gap — and built a system that closes it.
A complete financial operating system.
Not just tracking — but control, clarity, and action. Everything you need without switching tools or maintaining manual spreadsheets.
With Wealtric, you can
- View your entire net worth in real time across all asset classes
- Track returns with precision — XIRR, CAGR, gain/loss, and absolute returns
- Monitor cash flows, expenses, and financial health
- Stay ahead with smart calendar reminders for every due date
- Manage loans, insurance, investments, and assets seamlessly
- Access AI-powered insights to improve decisions and optimize portfolios
- Store and manage all financial documents securely in one place
- Collaborate with family members or advisors with full control and permissions
Bring clarity, intelligence, and control to every financial decision.
We believe managing wealth should not feel complicated. It should feel clear, structured, and effortless.
Built to adapt
- Tracking investments
- Planning long-term goals
- Managing family finances
- Advising clients
Why we built this
Because we’ve lived the problem: losing track of investments across platforms, missing financial deadlines, maintaining spreadsheets, and struggling to get a clear financial picture.
As financial lives become more complex, smarter systems become essential.
Every update is driven by one goal — to make wealth management simpler, smarter, and more powerful.
What we’re building toward
- Advanced AI-driven insights and automation
- Deeper portfolio analytics and risk management tools
- Integrated financial planning capabilities
- Seamless connectivity with financial ecosystems
Ready to take control of your financial life?
Thousands of investors, families, and advisors are moving away from scattered tools and stepping into a more organized, intelligent way of managing wealth.