adwizr

Zenara Developer

About this app

adwizr is a SEBI-registered, fee-only financial planning platform that helps you plan, invest, track your goals and grow your wealth with unbiased advice. Designed for Indian professionals and families, adwizr combines financial planning, investing and portfolio tracking in one secure app.

WHY ADWIZR
SEBI-registered fee-only fiduciary adviser—recommendations are based on your goals and risk profile, never on commissions.
Designed for Indian professionals and families—manage goals, taxes, insurance, investments and cashflows in one place.
Financial planning first—not just portfolio tracking.

PLAN YOUR MONEY
Create a personalised, goal-based financial plan covering retirement, children's education, home purchase, emergency fund and other life goals.
Receive an easy-to-understand financial plan with actionable recommendations.
Model your future with built-in calculators for SIP, retirement, tax, EMI, and goal planning.

TRACK EVERYTHING
See your complete net worth in one dashboard.
Wealth X-Ray—analyse your portfolio with detailed insights into asset allocation, diversification, holdings and risk exposure.
Securely connect your financial accounts through India's Account Aggregator framework for an up-to-date view of your finances.
Your financial data is protected using secure, industry-standard practices.

INVEST WITH CONFIDENCE
Receive personalised investment recommendations aligned to your financial plan and risk profile.
Invest seamlessly in Direct Mutual Funds through integrated execution with fee-only advice. adwizr does not earn distribution commissions.
Guided onboarding so you're set up correctly from day one.

BEYOND INVESTMENTS
Optimise your tax planning and prepare for retirement with personalised guidance.
Review your insurance and estate needs.

LEARN & GET HELP
Learn the fundamentals of planning and investing at your own pace.
Use the built-in AI assistant to understand your finances, explore what-if scenarios and get answers to your financial questions.

WHO IT'S FOR
adwizr is built for professionals, business owners and families seeking unbiased, goal-based financial advice instead of commission-driven product sales.

Start planning with confidence. Download adwizr today and take control of your financial future with personalised, fee-only advice designed around your goals.

adwizr is offered by Zenara Technologies Private Limited, a SEBI-registered Investment Adviser (Registration No. INA000022774). Investments in securities are subject to market risks. Please read all related documents carefully before investing.

What’s new

103.55 (238) internal test
• Your Portfolio redesigned: Holdings by asset class, sector, company and size, and a new Performance view
• Every chart: drag, pinch to zoom, tap to read
• Bank linking consent updated to the ReBIT AA standards
• Financial plan: CAS import in Assets & Liabilities, retirement from expenses or a target, goal priority alerts, no assumed age