01
Connect all your accounts
Bring together your India and US investments, bank balances, real estate, and offline assets in a few clicks. No spreadsheets and no manual calculations.
50,000+
NRIs trust InvestMates
4.7/5
Appstore Rating
Bank Level Security
AES-256 encryption
Built by NRIs
For NRIs, by NRIs
Managing Wealth Across India and US Shouldn't Feel This Complicated
Your finances are spread across multiple platforms, accounts, and countries making it difficult to get a clear picture of your wealth.
You end up:
- Logging into multiple apps just to track your investments
- Missing important financial insights and opportunities
- Struggling to understand your real net worth
- Managing everything manually through spreadsheets
Manage Your Global Wealth with Clarity Across India and US
See Your Complete Wealth in One Place Instead of Multiple Platforms
Right now, your financial data is scattered across apps, accounts, and countries, making it hard to understand your actual net worth.
Investmates brings all your investments, assets, and accounts together into one dashboard so you can see your complete financial picture without switching between platforms.
- Combine India and US investments in one view
- Automatically track your net worth across currencies
- Include real estate and offline assets
Your financial life becomes clear and accessible, not dependent on one person
Give Your Family Clear Visibility Instead of Confusion
When financial information is scattered, your family may struggle to understand or access it when needed.
Investmates helps you organise your wealth in a structured way so your family can view and understand financial information securely.
- Create a shared view of your family's financial assets
- Control what each member can see
- Keep everything organised for future planning
Your financial life becomes clear and accessible, not dependent on one person
Understand and Improve Your Portfolio with AI Insights
Managing a global portfolio makes it hard to know if you are taking too much risk or missing better opportunities.
Investmates uses your actual financial data to evaluate your portfolio structure and highlight where adjustments can improve performance and reduce risk.
- Breaks down your portfolio across asset classes and markets
- Detects overexposure and hidden risks
- Shows where your allocation can be improved
- Recommends smarter distribution based on your financial position
You don't just see your portfolio — you understand how to improve it
Stay Aware of Tax Impact Instead of Finding Out Too Late
Cross-border taxes are easy to miss and often only noticed when it's already too late.
Investmates helps you understand how your investments affect your taxes so you can plan ahead.
- See tax impact across India and US investments
- Track capital gains and financial changes
- Get alerts when something needs attention
Know What Needs Attention Instead of Missing Opportunities
When your finances are spread out, important changes often go unnoticed.
Investmates continuously monitors your financial data and highlights what matters so you don't have to track everything manually.
- Get alerts for important portfolio changes
- Identify risks and opportunities early
- Understand what action to take
You act at the right time instead of reacting too late
Understanding your finances usually requires searching across multiple tools and sources
Stop jumping between platforms, forums, and tools to understand your finances. Get instant, personalised answers based on your real financial data across India and the US.
Investmates allows you to ask questions based on your own financial data and get clear answers instantly.
- Ask questions about your investments and portfolio
- Get answers based on your India and US financial data
- Understand performance, risk, and next steps
Built specifically for NRIs managing global wealth.
Managing money across India and the US shouldn't feel this complicated. But in reality, most NRIs end up using different apps, accounts, and tools that don't connect with each other.
That's where the confusion starts: you never really see your full financial picture in one place.
Investmates was created to solve this exact problem. Built by NRIs who have experienced these challenges firsthand, the platform is designed to bring everything together in a way that actually makes sense.
See your complete financial picture in one place
Everything you own, in one place
Instead of checking multiple platforms, you can bring all your investments, assets, and accounts into one dashboard. You don't have to calculate or guess your net worth anymore you can see it clearly, across both India and the US.
Built for how NRIs actually manage money
One platform that matches how you actually live and invest
Investmates is built around cross-border reality helping you manage investments, understand your position across currencies, and stay in control without switching between systems.
Understand your investments, not just track them
You move from just tracking numbers to actually understanding them
Investmates helps you see how your investments are performing, where risks exist, and what changes may improve your overall financial position.
Stay aware of tax and financial impact
Fewer surprises, better planning
When you're investing across countries, tax and financial implications are easy to miss. Instead of finding out too late, Investmates helps you stay aware of how your financial decisions affect your overall position.
Bring everything together into one system
Rather than using separate tools for tracking, planning, and understanding your finances, you get one connected platform that brings everything together.
While other platforms focus on one part of your financial life, Investmates brings everything together.
- Investment tracking
- Financial planning
- Tax awareness
- Family wealth visibility
- Advisor-backed guidance
- Cross-border remittance
Set Up Your Wealth Dashboard in Minutes
No complex setup. No technical knowledge required.
Start tracking your global wealth across India and the US in just a few simple steps.
02
See your complete picture
One dashboard shows your net worth across India and the US, currency-aware. Understand allocation, performance, and risk without switching between apps.
03
Get insights and take action
AI spots overexposure, tax risks, and rebalancing opportunities. Advisors are one click away when you want human guidance.
Why you can trust us with your financial life
We don't just claim security we design every layer of the platform to protect your financial data, privacy, and control
We never store your sensitive credentials
Your login details and credentials are never stored on our platform. Your data remains private and cannot be accessed or reused.
Your data is protected with strong encryption
All data is securely transmitted and stored using industry-standard encryption protocols. Your financial information remains safe at every step.
Additional layers of protection
We use multiple layers of security to protect your account and data.
- Two-factor authentication for secure access
- Continuous monitoring and protection
- Secure infrastructure and compliance standards
Built with privacy at the core
Security is not an add-on. It is part of how the platform is designed from the ground up.
SOC 2 compliant
AES-256
ISO 27001
GDPR compliant
Trusted by NRIs Managing Wealth Across India and US
Join thousands of NRIs who use Investmates to track, understand, and manage their global wealth with clarity
Frequently asked questions
Understand Investmates Before You Get Started
Ready to take control of your global wealth?
Join thousands of NRIs who have simplified their financial life with Investmates. Talk to an expert financial advisor and get a personalised plan for your cross-border wealth.