WealthNest AI

WealthNest AI

About this app

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.

Track all assets
Realtime aggregation of financial accounts, real estate, gold and liabilities in one unified dashboard.

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

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.

Join WealthNest.AI and revolutionize your family wealth management
Manage everything effortlessly with a unified, AI powered app

Join WealthNest.AI and revolutionize your family wealth management
Manage everything effortlessly with a unified, AI powered app

What’s new

multiple mobile numbers
observability
Loans and CC
general insurance - Motor and Health are approved, Property is conditionally approved
Finarkein Account ID hotfix
[onboarding] skip PAN > skip DOB
[onboarding] FIP health check dropdown
[onboarding] PAN dedupe message copy change
[onboarding] hide keyboard on Enter PAN screen
NPS As on date fixes
Reset AA flag fixes