Wealth Intelligence · Est. 2025


One intelligent app for your entire financial life — every account, every asset, every family member.

₹0

Wealth tracked

0

Active families

0

Uptime

Portfolio
Arjun Mehta · Family
Live
Net Worth
0 Cr
+12.4% YTD
Equities
₹1.85 Cr
↑ 18.2%
Mutual Funds
₹1.42 Cr
↑ 14.6%
Real Estate
₹1.10 Cr
↑ 8.1%
FDs & Bonds
₹45.0 L
↑ 7.2%
Rebalance opportunity +2.1%
Sector overlap — Banking 42%
Goal on track · 82%
Mutual Funds Equities PMS AIFs Bonds Insurance FDs Real Estate
Mutual Funds Equities PMS AIFs Bonds Insurance FDs Real Estate
01Unified

One app. Every asset.

From mutual funds to insurance — auto-synced through Account Aggregators, organized by AI, updated in real time.

Net Worth
₹4.82Cr
12 institutions
Equities₹1.85 Cr
Mutual Funds₹1.42 Cr
PMS₹68 L
AIFs₹52 L
FDs₹32 L
Insurance₹18 L
i.

Real-time sync

Live portfolio across every broker, AMC, and bank.

ii.

Smart categorization

AI tags and organizes every investment automatically.

iii.

One dashboard

Consolidated view across the entire family.

iv.

AA integration

Secure, consent-based syncing — no spreadsheets.

02Family

Built for families. Designed for control.

Add every member. Assign permissions. See wealth together — or one person at a time.

R
Rajesh Mehta
₹3.20 Cr
Admin
P
Priya
₹85 L
Full access
A
Arjun
₹62 L
View only
N
Ananya
₹35 L
View only
i.Unlimited family members under one household
ii.Granular permissions — full access or view-only
iii.Switch between individual and consolidated views
iv.Joint goals with shared progress tracking
v.Legacy planning across generations
03Intelligence

Smarter than an advisor.

Vault analyzes your portfolio 24/7 — surfacing opportunities, risks, and the next right move.

!

Sector overlap detected

42% exposure to Banking. Diversify to IT or Pharma for better balance.

Rebalancing opportunity

Shift mid-cap to large-cap index for potential +2.1% annual gain.

Goal shortfall

Retirement is ₹8L behind. Increase SIP by ₹15K/month to stay on track.

$

Idle cash detected

₹4.2L sitting idle. Move to liquid fund for +5.8% annual return.

"Like having a research analyst and advisor — working quietly in the background, 24/7."

i.Portfolio analysis and optimization
ii.Smart nudges on diversification and risk
iii.Tax-harvesting suggestions
iv.Personalized alerts and recommendations
04Goals

Plan smarter. Live freer.

Every rupee with a purpose. Every goal with a plan. Vault maps your wealth to what matters.

Because true wealth isn't just what you earn — it's what you achieve with purpose.

i.Live goal trackers with real-time progress
ii.Auto-match investments to your goals
iii.Real-time goal health score
iv.Nudges for SIP gaps and delays
Retirement
₹8 Cr target · 2045
72%
Education
₹1.5 Cr target · 2034
48%
Dream Home
₹2.5 Cr target · 2030
85%
Sabbatical
₹12 L target · 2027
63%
05Security

Your data. Your control.

Bank-grade encryption. SEBI-compliant infrastructure. Built on India's Account Aggregator framework.

Your wealth deserves the same protection as your trust.

01
End-to-end encryption
02
SEBI-compliant
03
Advanced tokenization
04
India AA network
05
Audit logs
06
Consent-based sharing
06Experience

More than an app.

Download Vault and see your wealth — decoded.

App Store · Google Play

Vault.