Every asset. Every goal. One living net worth.
WealthAdd folds your mutual funds, SIPs, stocks, deposits, budgets, liabilities and subscriptions into a single net-worth timeline — then tells you what changed, what it costs you, and what to do next.
- No card required
- AES-256 encrypted at rest
- Your data is never sold
5 investors tracking their wealth with WealthAdd
Dashboard
Your money, at a glance
Net worth
₹0
Net worth trend
₹2.9 L in this range
- Mutual funds
- SIPs
- Stocks
- Fixed deposits
- Gold
- Property
- Liabilities
- Insurance
- Subscriptions
- Budgets
- Goals
- Statement import
- Wealth AI
- Multi-currency
- Reminders
- Net worth history
One number that tells the whole truth
Every account, holding and loan rolled into a single net-worth timeline.
- Net worth, assets and liabilities recalculated from live holdings
- Trend ranges for 1 month, 1 year or everything since you joined
- Daily snapshots you can scrub back through
Net worth
₹0
Net worth trend
Last 12 months
+₹2.9 L in this range
Mutual funds
₹67.3 L
Stocks
₹22.8 L
Deposits
₹13.0 L
Illustrative figures. Your own numbers come from your tracked accounts.
Verified Platform Metrics
Scale & Accuracy Built for Serious Wealth Management
Live database metrics drawn directly from tracked portfolios, 37,000+ registered AMFI mutual fund schemes, and automated ledger reconciliations — zero simulated numbers.
- 37,116+
- AMFI Schemes Indexed
- ₹1.33 Cr+
- Portfolio Assets Tracked
- 1,345+
- Transactions Categorized
- +33.5%
- Tracked Portfolio Returns
- ₹50,000/mo
- Active SIP Commitments
- ₹22.5 L+
- Term Deposits & Sovereign Debt
Comprehensive live NAV tracking across all SEBI-registered schemes
Reconciled wealth across mutual funds, stocks, and cash deposits
Bank statements & investment inflows mapped to cashflow
Realized & unrealized returns calculated from live NAV holdings
Systematic monthly disciplined investments automated
Guaranteed interest assets tracked through maturity dates
Beyond the dashboard
Built for the parts of money that are easy to ignore
Tracking is the start. These are the modules that keep the picture honest once the novelty wears off.
Financial health score
A single score built from your savings rate, emergency cover, debt load and portfolio concentration — with the specific line items dragging it down.
- Savings rate 34%
- Emergency fund covered
- Equity concentration 11%
Wealth path projection
See where today's SIPs and holdings land in 10, 20 or 30 years, before inflation quietly rewrites the target.
Statement import
Upload a bank CSV or PDF statement and every row is categorised into your cashflow.
Renewal reminders
Deposit maturities, subscription renewals and policy premiums, surfaced before they bill you.
Multi-currency ready
Hold and display NRI accounts in the currency you think in, with your base currency for net worth.
Liabilities & insurance
Loans, cards and policies in the same ledger, so liabilities count against net worth honestly.
Trust & privacy
Built like a financial institution, not a side project
Your net worth is the most sensitive spreadsheet you own. Here is exactly how it is handled.
Encrypted end to end
TLS in transit and AES-256 at rest. Passwords are stored as bcrypt hashes — we can read your ledger, never your password.
No bank logins, ever
We never ask for net-banking logins. You add holdings, or upload a statement file you chose to share.
Your data stays yours
Never sold, never rented, never used to train third-party models. Delete a conversation or your whole account whenever you want.
Transparent AI
AI answers are generated from your tracked data — through our self-hosted models or the Google Gemini API. Prompt history is yours to clear.
WealthAdd is a tracking and planning platform. It does not place trades, hold your money, or act as a registered investment adviser.
How it works
Three steps, then it runs itself
- 01
Create your account
Email and password, or one tap with Google. No card, no onboarding call.
- 02
Add or import your money
Search AMFI for schemes, add stocks and deposits, or import a statement to backfill your history.
- 03
Watch the number move
Net worth, cashflow, budgets and goals stay in sync — and Wealth AI answers questions about all of it.
FAQ
Questions worth asking before you sign up
What can I actually track?
Mutual funds with AMFI scheme search and NAV history, SIPs, stocks with live prices, fixed deposits with maturity tracking, gold and property, liabilities and loans, insurance policies, subscriptions, budgets, transactions and goals.
How long does setup take?
About two minutes. Start with a single holding or goal — the dashboard fills in from there. If you want history immediately, import a bank statement and the rows are categorised for you.
Is my data safe?
Data is encrypted with TLS in transit and AES-256 at rest, and passwords are hashed with bcrypt. We never ask for net-banking credentials, and you can delete individual AI conversations or your entire account at any time.
Does WealthAdd invest my money?
No. WealthAdd is a tracking, planning and reporting platform. It does not place trades, hold funds, or act as a registered investment adviser — your money stays exactly where it already is.
How does the AI assistant work?
Wealth AI answers using the accounts you have tracked, so responses reference your real holdings and transactions. Requests are served by our self-hosted models or the Google Gemini API, and every conversation is saved to your history where you can delete it.
Is there a mobile app?
Yes. WealthAdd installs as an app on Android and iOS from the browser, and a dedicated Android app is available with the same account and the same data.
Start with one holding. See the whole picture by tonight.
Free to start, no card required, and your first net-worth timeline is ready the moment you add your first investment.