Our story

Built for Indian investors who want financial clarity — not another app asking for bank access

WealthAnalytics was built out of a simple frustration: there was no clean, private way to see your complete financial picture as an Indian investor. Broker apps showed only stocks. Mutual fund portals showed only funds. Spreadsheets required constant maintenance. Nothing showed the full picture.

Our mission

To give every Indian investor a complete, private view of their financial health — without requiring bank access, KYC documentation, or data sharing with third parties.

We believe financial clarity is not a luxury for HNIs. It is something every working professional deserves. Whether you are tracking ₹2 lakh in a savings account or ₹2 crore across a diversified portfolio, seeing the full picture should be simple, private, and accessible.

WealthAnalytics is a wealth analytics tool — not a broker, not a robo-advisor, not a financial planning service. We handle the data layer so you can focus on the decisions.

Quick facts

Founded

2024

Built for

Indian investors

Data stored

India-region servers

Bank linking

Never required

Trial

30 days free

Support

Email · 24h response

What we believe

Privacy by design

We built WealthAnalytics because we believe your financial data is yours — not a product to be sold or analyzed for advertising. Manual entry is not a limitation; it is a deliberate choice to keep your data completely within your control.

Clarity over complexity

Personal finance is already complex. Our tool should make it simpler, not add more noise. Every design decision is made with one question: does this make the user more financially clear?

Built for India

Indian personal finance is unique — SIPs, PPF, EPF, NPS, physical gold, real estate — the average Indian investor holds assets in a dozen different forms. We designed WealthAnalytics specifically for this reality, not as an adaptation of a Western product.

No financial advice

We are a data visualization and tracking tool, not a financial advisor. We never recommend investments, and we are not SEBI registered. We believe great financial decisions come from having clear data — and that is what we provide.

Important: what WealthAnalytics is not

  • Not a SEBI-registered entity — we do not provide investment advice or portfolio management services.
  • Not a broker or exchange participant — we do not execute trades, handle funds, or access your demat account.
  • Not a bank or payment service — we do not hold, transfer, or process money.
  • Not a data broker — your financial data is never sold, rented, or used for advertising.

Questions or feedback?

We read every message. Reach us at mahaveer30032005@gmail.com or use our contact form.

Contact us →

Try WealthAnalytics free for 30 days

No credit card. No bank linking. No KYC. Just financial clarity.

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