All in One
Wealth Management Platform to
Track all your investments securely
All in One
Wealth Management Platform to
Track all your investments securely
Secure, seamless, and smart—track and grow your global wealth with AI powered insights and expert led guidance.
1000+
Financial Institutions
Securely Integrated
10,000+
Trusted Users
$300 MN
Networth tracked
Our diverse suite of
solutions
Advanced tools & services to make every global Indian’s financial life simpler.
Unified Global Wealth View
Automatically sync all your
family financial accounts to a single unified dashboard.
Real Time Insights
Explore a wide range of actionable insights tailored to your unique financial goals.
Financial Planning
guiding your wealth creation journey to reach your financial goals with trust.
Our Hybrid Approach
AI + Human advisory
Combine the power of AI with expert human advisory to manage your cross-border wealth at affordable cost.
AI powered insights
- 24*7 portfolio monitoring
- Automated risk assessment
- Hyper personalized insights
- Market trend analysis
Expert human oversight
- Dedicated wealth managers
- Proven strategy
- Complex scenario planning
- Regular portfolio reviews
Cost efficiency
- Save up to 90% on advisory fees
- Traditional advisory: 1-2% AUM
- InvestMates: Flat subscription fees
More than 10,000+ trusted users love their financial journey
What makes us exceptional
We are the only one to provide integrated financial view of your family accounts across countries. We provide insights that help you plan, save and grow your wealth for generations.
Your Digital Family Office
Setup and control access to your family member or wealth manager or advisor to view your unified financial dashboard.
Trusted Wealth Management
providing holistic guidance
Explore what makes us exceptional, experience innovative solutions, personalized services, and seamless support that every global Indian needs.
Tax Planning and Tax Harvesting
We understand the complexities of taxation
Retirement &
Estate Planning
Whether you retire in home country or residing country, you need a tailored and holistic plan that suits your needs.
Portfolio Rebalancing
We provide you valuable insights of your assets and suggest alternatives for any underperforming funds.
Integrated with 1000+ widely-used Financial Institutions
Experience seamless integration's with popular platforms for your ultimate convenience and financial efficiency.
Secure and Private
Bank-grade security meets elegant design. Your data is protected by industry-leading encryption and privacy standards.
Read-only Access
We cannot perform transactions on your accounts. Complete read-only access ensures your accounts remain secure.
Zero Data Storage
We don't store your credentials, don't sell your data, and never show ads. Your privacy is our priority.
Bank Level Security
Data stored within secure boundaries and encrypted using TLS1.3, AES-256, and SHA-256 protocols.
Privacy by Design
No human or AI ever sees your personal data. Security and privacy are built into every layer of our platform.
Most loved financial app used by happy customers
Downloads on Stores
Star Ratings out of 5
Networth Tracked
Trusted by Indians across the world, this app offers highest user satisfaction across all financial apps.
Track, Manage and Grow your wealth like the
Top 0.1%
Unlock your financial potential with InvestMates. We want to make wealth management transparent, accessible, and affordable for every Indian in the world .
Frequently asked questions
Can this platform track All My investments?
Absolutely! InvestMates allows you to view your entire investment portfolio in one unified dashboard, no matter where your assets are located. Whether you have investments in the US or India, you can track stocks, mutual funds, retirement accounts, real estate, and more all in one place. This consolidated view makes it much easier to monitor your portfolio performance, identify gaps, and make informed decisions about your wealth across borders.
Does this platform offer retirement planning?
Yes, InvestMates provides comprehensive retirement planning tools to help you secure your financial future. You can set personalized retirement goals and receive tailored recommendations on how much to save, where to invest, and the best strategies to grow your retirement corpus. The platform helps you optimize your retirement accounts and investment options based on your age, income, risk appetite, and retirement timeline. Our AI-powered insights combined with expert human advisory help you build a retirement plan that works for your unique situation.
Is this platform free to use?
Yes, you can sign up for InvestMates completely free with no charges for registration. The free version gives you access to basic portfolio tracking and financial tools to get started. For users who want advanced features like personalized AI insights, expert advisory services, detailed tax planning, and comprehensive retirement strategies, we offer premium subscription plans at affordable flat fees. Unlike traditional wealth managers who charge 1-2% of your assets under management, our pricing is transparent and budget-friendly.
How does this platform work?
InvestMates is a trusted AI-powered wealth management platform built specifically for global Indians managing finances across multiple countries. Once you sign up, you can securely connect your financial accounts from banks, brokerages, and investment platforms across countries. The platform automatically syncs your data to create a unified dashboard showing your complete financial picture. You'll receive real-time insights, automated risk assessments, and personalized recommendations through our AI assistant Otto. For complex scenarios, our expert wealth managers provide human oversight and strategic guidance to help you make smarter financial decisions.
