Navigate your
financial future
True wealth isn't built alone; it's built by a family. WealthCompass connects your accounts, tracks every transaction, and gives the head of the household a crystal-clear map of where money flows, where it drains, and how to steer it right.
Money Drain Detected
3 subscriptions unused
₹4,200/month wasted → ₹50,400/year
₹24.5L
Total Value
+18.3%
Returns
₹3.8L
Gains
Ananya's Spending
Dining up 34% this month
Securely connects to your banks and funds via India's Account Aggregator network
Connectivity is provided through RBI-licensed Account Aggregators. Logos indicate supported institutions, not partnerships or endorsements.
Wealth is a family affair.
So why manage it alone?
Most families have no idea where their money actually goes. Accounts are scattered, insights are missing, and financial leaks go unnoticed until it's too late.
Invisible Drains
Subscriptions, forgotten EMIs, auto-renewals, small leaks that sink the wealth ship over years.
Fragmented View
Spouse's account, child's education fund, your investments, all siloed. No one sees the full picture.
No Direction
Without a clear map of income, expenses, and investments, financial decisions are just guesses.
Your family's financial command center
Everything you need to see, understand, and optimize how money moves through your family.
Bank Account Sync
Connect all family bank accounts securely. Read-only access means your money stays where it is, we just read the data.
Transaction Intelligence
Every transaction auto-categorized and analyzed. See patterns, spot anomalies, and understand your spending DNA.
Mutual Fund Tracker
Aggregate all your MF holdings across AMCs. Real-time NAV, XIRR returns, and portfolio rebalancing alerts.
Drain Detector
AI-powered detection of money leaks, unused subscriptions, duplicate charges, late fees, and unnecessary outflows.
Family Member Health
Individual financial health scores for every family member. See who's saving well, who's overspending, and guide accordingly.
Wealth Navigation
Get a clear roadmap, where to invest next, what to cut, how to optimize. Like a map for your money.
Three steps to clarity
From chaos to control in under 10 minutes.
Connect Your Accounts
Link bank accounts, credit cards, and mutual fund portfolios for every family member. 256-bit encryption keeps everything safe.
HDFC Savings ****4521
Connected 2 min ago
SBI Joint ****8834
Connected just now
Add another account
See Where Money Flows
Instantly visualize income vs. expenses across all family members. See the breakdown by category and spot the drains highlighted in red.
Navigate with Confidence
Get AI-powered insights, actionable recommendations, and a clear financial roadmap. Know exactly what to do next, for you and your family.
Increase SIP by ₹5,000
You have ₹12,400 in detected drains. Redirect this to your Parag Parikh fund to reach your goal 8 months faster.
Emergency Fund: Strong
You have 6.2 months of expenses covered. Well above the recommended 6 months.
Review Insurance Coverage
Your term cover is 8x income, consider increasing to 15x given family size and loans.
Everything at a glance
Your family's complete financial picture, unified, visual, and always up to date.
Net Worth
₹1.24Cr
+8.3% this year
Monthly Income
₹3.85L
Combined family
Monthly Spend
₹1.92L
+5% vs last mo
Savings Rate
50.1%
Above 30% target
Spending by Member
Investment Portfolio
₹12.4L
+22.1%
₹8.2L
+16.8%
₹6.8L
+19.4%
₹14.6L
+8.1%
Money Drains Detected
₹38,400 / yr recoverableOverlapping subscriptions
3 OTT plans, same content
Idle cash in savings
₹6.2L earning 2.7%
High expense-ratio fund
1.9% vs 0.6% index peer
Asset Allocation
We ask for a lot of trust.
We treat it that way.
Connecting your family's finances is a serious step. Wealth Compass is built read-only and privacy-first, so you stay fully in control, always.
Read-only access
We can see balances and transactions to give you insight. We can never move, spend, or transfer a rupee.
Bank-grade encryption
256-bit encryption in transit and at rest, over India's regulated Account Aggregator framework.
You control the circle
Decide exactly what each family member can see. Granular permissions, revocable any time.
Never sold, ever
Your family's data is yours. We never sell it, rent it, or advertise against it. That is the whole promise.
Trusted by families who think ahead
Early users navigating their wealth with confidence.
Illustrative scenarios from our private beta.
"I discovered we were paying ₹3,200/month for subscriptions no one in the family was using. That's ₹38,400 a year. Wealth Compass found it in 5 minutes."
Suresh M.
Family of 4, Bangalore
"Finally I can see my husband's investments, my savings, and our daughter's education fund in one place. It changed how we talk about money as a family."
Kavitha R.
Family of 3, Chennai
"The health score for each family member is brilliant. I saw my son's dining spend spike 40% and we had a constructive conversation instead of a fight."
Amit P.
Family of 5, Mumbai
2,400+
Families on waitlist
₹12Cr
Drains detected
50+
Banks connected
4.9★
Beta user rating
Illustrative early-access figures.
Your first 6 months are on us
We're still finalizing our plans. Until then, every family that joins gets full access to Wealth Compass, free for 6 months. No credit card, no catch. Just sign up.
Free early-access trial
- Full access to every feature
- Connect the whole family's accounts
- No credit card required
Simple, honest pricing will arrive later. We'll tell you well before your trial ends.
Your family's wealth deserves a compass
Stop guessing. Start navigating. Be one of the first families to take control of your financial future, free for your first 6 months.
No credit card required. Opens the Wealth Compass app.