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A.I Driven

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Your In-House AI Wealth Advisor
Built for Families.
Powered by Intelligence.

Vault is your always-on AI that helps you plan, invest, track, and grow wealth across generations.
It combines institutional-grade analytics with personal financial planning -
designed for modern investors and family offices.

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Meet Vault

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Private Wealth. Reimagined by AI.

Vault is a fully integrated AI-based financial advisor
and research analyst that helps you
and your family manage money
with clarity and confidence.

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How Vault Works

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Intelligent Infrastructure

Experience seamless control through AI, automation,
and cross-platform integration.

Consolidate

Connect all your investments across brokers, institutions, and asset classes—mutual funds, equities, debt, PMS, AIFs, real estate, gold, private investments, and more.

Plan

Vault builds a detailed, dynamic financial plan—customized for you and your family. Define your life goals (retirement, children's education, travel, succession), and Vault allocates your portfolio accordingly.

Ask & Learn

Ask real financial questions in plain language—Vault's AI delivers instant, clear answers. From performance metrics to goal progress, insights are just a question away.

Track, Rebalance, Optimize

Vault monitors every asset and account in real-time. It alerts you to rebalance, capitalize on tax strategies, or mitigate risks as markets evolve.

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Why Vault is Different

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AI-Native Architecture

Built Like a Full Investment Office. Without the Overhead.

Family Office Intelligence

Wealth planning across multiple entities, family members, and generations. All in one view.

Quantitative Portfolio Analytics

Get metrics like XIRR, TWRR, NAV, Sharpe ratio, drawdown, beta, alpha, and sector allocation at the click of a button.

AI That Speaks Finance

No more dashboards you don't understand. Just ask Vault and get clear, actionable answers—on performance, allocation, goals, and next best steps.

Dynamic Rebalancing & Alerts

Vault identifies portfolio drift, inefficiencies, and tactical opportunities—then suggests precision rebalancing strategies.

Bank-Grade Security & Privacy

All your financial data is protected with the highest levels of encryption and compliance-grade security. Your trust is non-negotiable.

Accessible Anywhere, Anytime

Web, mobile, voice—Vault is available wherever you are. Because wealth doesn't sleep.

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Who Uses Vault

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Trusted by Experts

Built for professionals, families, and investors who demand
intelligent, hands-off wealth management at scale.

Family Offices

Track, plan, and optimize for every family member. Vault gives you an intelligent dashboard and research team in one.

Working Professionals

Automate wealth planning and tax optimization without needing a full-time advisor. Save time and make smarter decisions on the go.

High-Income Earners & Entrepreneurs

Structure your investments, plan for liquidity events, and get early warnings on portfolio risks—all handled by AI.

Seasoned Investors

Drill into asset-level analytics, rebalance portfolios with precision, and access research-backed suggestions at institutional-grade depth.

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Core Features

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What Powers Vault

From asset consolidation to AI-driven insights, Vault delivers everything you need
to manage, grow, and protect your wealth-effortlessly.

Cross-Asset Consolidation

Effortlessly unify all your investments-stocks, mutual funds, real estate, gold, insurance, private equity, and more-into a single, organized dashboard. Gain a holistic view of your entire financial portfolio in one place.

Custom Alerts & Insights

Stay ahead with intelligent alerts and personalized insights on your portfolio's performance, risk exposure, and optimization opportunities-delivered proactively when they matter most.

AI-Powered Q&A

Ask natural questions and receive detailed insights. No jargon. Just clarity.

Goal-Based Wealth Planning

Visualize every goal-retirement, home, children's education, travel-and track your real-time progress.

Order Execution Across Institutions

Place investments or rebalance across platforms directly from Vault. Integrated with major financial institutions and brokers.

Real-Time Analytics & Reporting

Get automated, professional-grade reports at the family or individual level. Export for accountants, lawyers, or internal reviews.

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Vault in Action

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See how Vault helps
investors every day

“Should I pause my SIPs in current market conditions?”

“Can I afford to retire 4 years earlier?”

“What does my investment look like after inflation?”

Your AI wealth assistant is always listening, learning, and ready to guide.

Vault brings together
the power of AI and the sophistication
of a full-stack wealth office.

Whether you're planning for your future or managing generational capital
Vault is your personal, private, always-on financial brain.