WealthNest.AI: Family Office
Personalised AI Wealth Copilot
Free · Designed for iPad. Not verified for macOS.
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 Wealthnest AI Pvt Ltd, SEBI Registered Investment Adviser INA000022464.
Ratings & Reviews
- Meet "All Members" - The Family Dashboard is now "All Members," with a cleaner layout and easier member switching.
- A more consistent look — We went through the app and tidied up fonts, icons, spacing, and tap targets so everything feels a little more polished and easier to touch.
The developer, Tatvartha WealthNest AI Pvt Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Financial Info
- Location
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Tatvartha WealthNest AI Private Limited
- Size
- 50 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Tatvartha Wealthnest AI Private Limited