Private wealth, consolidated

Everything your family owns, on one clear screen.

WealthView brings every account, asset and entity — listed equity to farmland to the family business — into a single household balance sheet, valued at live market prices, on infrastructure you control.

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For Indian families & family offices · self-hosted · 18 asset classes, live-valued

18
Asset classes tracked
3
Live market data feeds
4
Access roles · multi-family
100%
Self-hosted, your servers

What it does

One living balance sheet for the whole household.

Not a broker feed. Not a spreadsheet once a year. A complete, self-updating picture of what your family owns and owes — priced by the market, attributed to every person and entity.

Consolidate

18 asset classes across equity, funds, crypto, fixed income, insurance, gold, property, private business and offshore — for every member and legal entity.

Value it live

Net worth priced off live markets — NSE quotes, AMFI NAVs, crypto and FX to the rupee — with today's change, XIRR and unrealised gains. Never stale cost.

Own it privately

The whole platform runs on your own infrastructure. Row-level security scopes every figure to your family. Your wealth never sits on someone else's cloud.

The balance sheet

Assets, liabilities, net worth — reconciled every time you open it.

Gross assets, the full debt side, and net worth — split across members and legal entities, allocated across classes, tracked over time. The number your banker asks for, always ready.

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Private businessPromoter equity · Pvt Ltd₹10.2 Cr
Real estate3 properties · share-aware₹9.2 Cr
Offshore & forexUSD · live FX₹6.0 Cr
Equity, funds & goldLive-priced₹3.9 Cr
LiabilitiesHome loan · LAS · business−₹4.73 Cr
Net worth₹24.61 Cr

Asset coverage

From your demat to your godown.

Eighteen asset classes — tracked live where a market exists, valued cleanly where it doesn't — including the assets every other app ignores.

Market-traded
  • Indian & global stocks
  • Mutual funds · SIF · PMS · AIF
  • Crypto & forex
  • Bonds & debentures
Fixed income & retirement
  • Fixed deposits
  • PPF · EPF · VPF
  • NPS & gratuity
  • Insurance & savings
Real & private assets
  • Property — mapped, with rent roll
  • Gold & jewellery
  • Private & unlisted business
  • Offshore holdings
Held through entities
Fintale Holdings Pvt LtdCompany · PAN AABCF7788L₹9.4 Cr
Fintale (HUF)Hindu Undivided Family₹75 L
Fintale Family TrustPrivate trust₹25 L

Built for the Indian family

It understands how Indian wealth is actually held.

Not a foreign tool bolted onto rupees. WealthView is built around HUFs and trusts, capital-gains rules, family roles, and the paperwork that comes with real assets.

  • Entities & liabilities
  • Capital gains & tax
  • Family & advisor roles
  • CAS import & document vault

Discretion by design

Family-office privacy, without the family office.

The most sensitive number you own shouldn't live on a startup's servers. WealthView runs on infrastructure you control, and answers only to your family.

Self-hosted
Runs on your own server — nothing on a third-party cloud.
Row-level
Security scopes every figure to your family, enforced in the database.
Encrypted
Documents and connected credentials stored encrypted, at rest.
Yours to keep
Export it, move it, or delete it, any time. No lock-in.

Private access

See your family's whole picture — in one number.

WealthView is opening to a small number of Indian families and family offices. Request access and we'll set up a private walkthrough, built on your own numbers.

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