Your entire financial life. One living picture.

WealthVesta brings your investments, property, loans and insurance, across countries and currencies, into a single net worth that stays current on its own. No spreadsheets to babysit.

Sign in with Google or an email link. No password to remember.

Sound familiar?

Right now, your money lives everywhere except in one place.

Your net worth exists. You've just never seen it.

A brokerage account in the USMutual funds buried in CAS PDFsFixed deposits & goldA home loan and two credit cardsInsurance policies in a drawerSplitwise IOUs with friendsA spreadsheet, three months stale
So, first

See it whole

Assets on one side, loans on the other, rupees and dollars normalised into one number. The question “what am I actually worth?” finally has a live answer.

Net worth
₹2.48 Cr
▲ ₹1.9 L this month
Assets ₹3.10 Cr
Liabilities ₹62 L
INR USD
From then on

Let it keep itself current

Drop in a CAS statement or a brokerage export and WealthVesta reads it. Opt in with email and new statements are picked up as they arrive. The picture stays fresh without data entry, the missing piece that kills every spreadsheet.

CAMS · CAS statement
42 folios imported
✓ Synced
Robinhood export
18 positions, live prices
✓ Synced
Splitwise
3 groups linked
✓ Synced
Email inbox
watching for new statements
Opt-in
Which means

Know you're okay

On track to retire? Family covered if something happens to you? WealthVesta turns your numbers into answers: retirement projections and insurance gaps, not just balances.

Retirement
On track
target 2042 · 68% funded
Protection
₹40 L gap
life cover vs. what your family needs
Review
And every morning

Hear only what matters to you

A morning briefing and alerts built from what you actually own: your bank's loan rates, your funds' moves. News filtered through your balance sheet, not a firehose.

Morning briefing · Jul 5
  • RBI holds the repo rate, so your home-loan EMI stays put.
  • US tech rallied overnight. Your portfolio is up 0.8% before you've had coffee.
And one more thing

Private by design

Only you see it

Your data is scoped to your account and used for one thing: showing you your picture. It isn't the product, and it isn't for sale.

Nothing to sell you

No ads, no “recommended” credit cards, no commissions steering the advice.

You choose what connects

Start with uploads. Email access is opt-in, and only for statements.

See your whole picture.

It takes one statement to start. WealthVesta does the rest.

Start with one statement
© 2026 WealthVesta · Private by design