WealthNest: Grow Family Wealth

See everything your family owns, in one secure view. Bank accounts, mutual funds, stocks, EPF, gold, property, insurance, loans. Most families have wealth spread across a dozen apps and statements, and nobody can say what it all adds up to. WealthNest brings it together into one live picture of your family's net worth, then helps you understand it and act on it. Free to start. About 3 minutes to your first full picture. ONE VIEW OF YOUR ENTIRE FINANCIAL LIFE Link your accounts securely through the RBI-regulated Account Aggregator framework, or import your CAS statement, and track everything in one place: • Bank accounts, fixed and recurring deposits • Mutual funds, stocks and ETFs • EPF and NPS • Bonds, REITs and InvITs • Gold and silver • Property and vehicles • Life and general insurance • Loans and credit cards Anything else can be added in a few taps. Coming soon: small savings schemes, AIFs, foreign stocks and more. A NET WORTH TRACKER BUILT FOR FAMILIES Wealth is a family project. View your combined household net worth, or switch to any family member's view, in the same app. Invite your spouse, parents or adult children with permissioned access, so the people who should see the picture can, and nobody is left in the dark. INSIGHTS THAT SHOW WHAT THE NUMBERS MEAN Seeing is where it starts, not where it ends. WealthNest reviews your family's portfolio and finances and points out what deserves attention: • Underperforming funds and concentration risk • Idle cash that could be working harder • Insurance gaps and missing nominees • Tax planning opportunities through the year • KYC and documentation gaps Clear, plain-language insights, not more data. EXPERTS ON YOUR SIDE, WHEN YOU WANT THEM WealthNest is a SEBI-Registered Investment Adviser (INA000022464). When you are ready, our experts help you plan across the four things that shape a family's financial future: • Investments: portfolios and advice aligned to your goals • Insurance: find the gaps before life does • Income tax: plan it, do not just file it • Inheritance: make sure what you built reaches who you love Advice that is fee-based and conflict-free, never tied to selling you a product. YOUR DATA. YOUR CONTROL. • RBI Account Aggregator framework: you consent to exactly what is shared, and can revoke it anytime • 256-bit encryption, in transit and at rest • No human at WealthNest can see your financial data • Your data is never sold • You stay in complete control of your information WHY FAMILIES CHOOSE WEALTHNEST • One place for your family's complete financial life • Net worth, portfolio and investment tracking across every asset class • Insights that highlight risks and opportunities, in plain language • SEBI-registered experts for investments, insurance, tax and inheritance • Built in India, for Indian families GET STARTED IN 3 STEPS Download and sign in. Free, no card needed. Link your accounts securely, or import your CAS. See your family's complete picture, and invite your family. Questions? Write to [email protected] or visit wealthnest.ai. Tatvartha WealthNest AI Private Limited. SEBI-Registered Investment Adviser, INA000022464. Investments are subject to market risks. Past performance is not indicative of future returns.