INDwealth is a Machine learning-based financial advisory that takes care of your familys wealth & finances end to end. INDwealths sophisticated ML algorithms generate real-time recommendations for you. INDwealth strives to give you maximum possible returns for your risk profile. If you are an HNI or UHNI family residing in India or abroad, INDwealth has unique features to offer you to manage investments, taxes, loans, expenses & income all in one place.
Track your investments across Stocks, Mutual Funds, Portfolio Management Schemes, Bonds, Real Estate for FREE
Track your loans and credit cards across your family members for FREE. Get FREE updated credit reports every month.
One View of Your Entire Family Office: HNI & UHNI families can seamlessly add their family members & manage their loans & investment accounts. You can add as many family members as possible, aggregate their investments & loans & manage through a single account.
Get analysis on your stocks, mutual funds, PMS, Bonds.
Rebalance your investments and get higher returns: We critically analyze your investments, pick out bad apples & suggest ML-driven smart recommendations to maximize your portfolios gains.
Goal-Based Future Planning: You can plan your future financial goals with INDwealth. Add goals like home, education, retirement for you & your family. Park your money using emergency goal & get returns better than a savings account. You can attach your existing investments to those goals or you can invest in new funds suggested by our ML algorithms.
Post Tax Returns Analysis: We dont let taxes eat away your hard-earned gains. After taking into account your tax slabs, we give you a clear picture of your post-tax returns. Our algorithms also minimize taxes while suggesting fund baskets to you.
Higher Returns & Lower Expenses: We give you unbiased advice to lower your expenses & maximize your returns. Our rebalancing algorithms find out expenses youve paid to date, forecasts your expenses & suggest better funds which have higher returns & lower expenses.
Wealth Advisors: Get a certified & well-trained wealth manager for your family. The wealth manager is completely dedicated to your familys financial well being.
Secure, Confidential & Private: Your account is OTP Protected & it can only be accessed by you. We request you not to share any passwords with anyone. We do not share data not shared with any 3rd party affiliates. Our services are SSL secured & we store data in an encrypted manner.
We are a SEBI regulated & BSE star member.
- You can sell mutual funds & redeem money from your folios anytime you want.
- Get to know fund managers better. Learn about their past work experience & educational background.
- INDwealths algorithms rank each fund in their respective categories based on risk, returns, expenses & fund managers. We keep improving our scoring by learning new developments in the markets.
- Make an informed decision before switching into a new fund by comparing them on parameters like risk, returns, expenses & fund managers.
- INDwealths proprietary ML algorithms forecast mutual funds bearish & bullish returns for 5 years.
- Net banking
- NACH Mandate
- Explore INDwealths top categories & your favorite mutual funds. Get to know the funds morningstar ratings. Explore equity funds like small-cap, mid-cap, large-cap, multi-cap & different debt funds. Explore tax-saving funds, lowest cost & expense funds, top-rated funds, etc.