WealthNest.AI - AI Wealth Co-pilot

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 AccountsMutual FundsEquitiesExchange Traded Funds (ETFs)New Pension Scheme (NPS)DepositsLife and General InsuranceProvident FundLoansCredit Cards, etc.WealthNest.AI also automates tracking of physical assets like Real estate GoldSilverJewelleryVehiclesWe’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. Learn more about our AI-driven technology →

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 frameworksAI-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.