WealthNest.AI: Family Office
iOS app by Tatvartha WealthNest AI Pvt Ltd. Finance · Tatvartha WealthNest AI Pvt Ltd
- Store rating
- 5 / 5
- Store rating count
- 1
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 2.0.26
- Listing last refreshed
- 2026-09-10
View the original store listing
Store description excerpt
WealthNest.AI is a personalized family office in your pocket, built for Indian families. Managing your family's wealth should not mean juggling multiple apps, statements and spreadsheets. WealthNest.AI securely brings your family's investments, insurance, income tax and inheritance into one place, with AI-driven insights and access to specialists when you need them. ONE APP. YOUR COMPLETE FAMILY WEALTH VIEW Track your family's financial life across: • Mutual Funds • Stocks and ETFs • Bank Accounts • Fixed and Recurring Deposits • EPF and NPS • Bonds • REITs and InvITs • Gold and Silver • Property and Vehicles • Life and General Insurance • Loans and Credit Cards AI-POWERED SMART INSIGHTS Seeing your wealth is the starting point. WealthNest helps you understand it. Investments Monitor performance across asset classes, spot concentration risk and stay on top of your portfolio. Insurance Understand whether your family is adequately protected and identify coverage gaps. SPECIALIST SERVICES, REQUESTED FROM THE APP Some decisions need a specialist. WealthNest connects you to one without the search. Income Tax Share your requirement in the app and our qualified tax team takes it from there, from planning through filing. Inheritance Share your requirement in the app and our qualified team handles succession planning, nominations and the paperwork that protects the next generation. Portfolio Management Services Register your interest in the app and our team will walk you through professionally managed portfolio options. You share your details in the app. Everything after that is handled by our team of qualified legal, tax and investment professionals. In-app tracking for these services is coming soon. BUILT FOR THE WHOLE FAMILY Most personal finance apps stop at the individual. WealthNest works at the household level. • View your family's complete net worth in one place • See each member's contribution to the family portfolio • Track assets and liabilities together • Make financial decisions with the full picture in front of you SECURE BY DESIGN WealthNest connects your accounts through India's RBI-regulated Account Aggregator framework. You choose what to share, and you can withdraw consent at any time. • 256-bit encryption in transit and at rest • Consent-based account access • No human access to your financial data • Processed in sandboxed AI environments and never shared with public AI models WHY FAMILIES CHOOSE WEALTHNEST • One secure place for your family's entire wealth • AI insights across your investments and insurance • Access to specialists for tax, inheritance and portfolio management • A family office experience without a family office price tag • Built for Indian households, Indian assets and Indian tax realities Download WealthNest.AI and see your family's complete financial picture in one place. One app. One family. One complete financial picture. WealthNest.AI is operated by Tatvartha Weal
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