A.I Driven
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.
Meet Vault
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.
How Vault Works
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.
Why Vault is Different
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.
Who Uses Vault
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.
Core Features
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.
Vault in Action
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.
