Our story
Built in India, for how we actually invest.
WealthTrackr started as a weekend project. We were tired of juggling five broker apps, three mutual-fund platforms, and a quarterly CA spreadsheet just to answer one question: what is our family worth, right now, net of taxes?
A few months later, independent financial advisors started asking if they could use it for their clients. That's when we realised the same engine could serve both individual investors and professionals — if we built the multi-tenancy right.
What we believe
- Indian assets deserve first-class support.FDs, SGBs, and direct mutual funds aren't edge cases — they're how most Indian portfolios are structured.
- Your numbers should be the same every time you run them.Idempotent computation isn't a nice-to-have. It's the baseline for anything tax-adjacent.
- Your data is yours.Row-level tenant isolation, read-only imports, and exportable raw data at any time.
Stop scrolling through spreadsheets. Start managing wealth.
30 days free. No credit card. Full platform access. Migration support included for teams above 50 clients.