Your entire portfolio under one smart view.

01

Unified Portfolio Tracking

Monitor your entire portfolio in one place with a single dashboard.

02

Smart insights

AI-driven insights and analytics for smarter and faster investment decisions.

03

Automated rebalancing alerts

Receive timely nudges and actionables to keep your portfolio perfectly aligned.

Meet Nivisha
Your Financial AI Buddy

  • Ask.Learn.Invest smarter
  • Your everyday guide to better money decisions
  • Market data and research on your fingertips

Smart Ideas To Accelerate
Your Wealth Creation

Salary Badhao

Grow your savings effortlessly by linking your investments to your salary hikes.

Reverse Home loan

Smartly invest a fraction of your EMI to earn back your interest cost.

Wealth Banao

Build a massive long-term corpus through disciplined, goal-based investment planning.

DIP me SIP

Never miss a market drop. Auto-invest extra when prices are low.

Expert Strategies Managed By SEBI-Registered Investment Professionals

Invest smarter with expert-led investment ideas, managed by licensed professionals on our unified platform.

Equity Basket

Handpicked stocks for your long-term wealth creation.

Mutual Fund Basket

Mutual fund baskets curated for your financial goals.

Smart Algo

Put your money on autpilot with intelligent, automated investing

The Wealthtick Solution

  • Investment Ideas
  • Managing Money
  • Too Many Apps
Normal Investing

Investing Feels Confusing and Messy.

Wealthtick Investing

Wealthtick provides structured investment ideas.

Normal Investing

Too many investment choices lead to wrong decisions.

Wealthtick Investing

Wealthtick offers expert strategies to remove the guesswork completely.

Normal Investing

Tracking money across different apps is painful and inefficient.

Wealthtick Investing

Wealthtick unifies the investment dashboard with expert advice and seamless execution via partner brokers.

Wealthtick Digital
Solutions

Vision

To become India’s most trusted digital wealth enablement platform empowering brokers, advisors, and investors with intelligent, simplified investment platform.

Mission

Our mission is to simplify wealth creation by bridging the technology gap between brokers, RIAs, and investors. We deliver curated, research-backed investment experiences with a strong focus on transparency, compliance, and security — making investing accessible and trustworthy for all.

Download the
WealthTick App

Everything you need to track, understand, and grow your wealth right on your phone.