Answers to everything about Wevanta.

No. Wevanta is strictly a tracking and organization platform. We are not registered with SEBI as an investment advisor, research analyst, or portfolio manager. We do not recommend, buy, sell, or manage any securities or investment products on your behalf.

No. Wevanta does not give any form of investment advice. We help you see and organize what you already own — that's it. For investment advice, please consult a SEBI-registered investment advisor or financial planner.

No. Wevanta does not have any read or write access to your brokerage, bank, or demat accounts. All data is entered manually or imported via file upload (CSV/PDF). You are always in control of what enters the platform.

Yes — assisted onboarding is one of our most popular services. Our team works with you in a scheduled session to import historical records, structure your account categories, and ensure your dashboard accurately reflects your real wealth picture from day one.

You can import broker transaction statements (CSV), mutual fund account statements, bank statements, and insurance policy details. Our onboarding team can assist with cleaning and structuring historical data going back 5+ years. Manual entry is also fully supported.

Absolutely. Many users opt for assisted setup and then manage their own records going forward. The platform is designed to be self-managed — all you need is to update records as things change. Our Self-Managed plan includes full access to every feature.

Yes. You can link multiple family profiles — spouse, children, parents — and view wealth as a consolidated household picture or per-member breakdown. Joint assets and shared liabilities can be tagged to multiple members and appear appropriately in each view.

Wevanta supports: Equity & stocks, Mutual funds, Fixed deposits & bonds, Gold & jewellery, Real estate & property, EPF / PPF / NPS, Cash & savings, Insurance policies, Vehicle assets, Business interests, and Loans/liabilities. More categories can be added on request.

When you add an insurance policy, you enter the premium due date and maturity date. Wevanta automatically sends you reminders via email before those dates — so you never lapse a policy due to a missed payment or miss a maturity window.

Your data is encrypted at rest and in transit. We use industry-standard security practices and do not share or sell your data to any third party. Access is restricted to your account credentials. You can export and delete your data at any time.

Yes. Always-on dashboard access is a core commitment — regardless of your service plan. Even on Managed Support plans, you log in directly and see everything yourself. Your data is also fully exportable in standard formats at any time, with no restrictions.

Yes. You can export your complete wealth records, transaction history, and document vault contents at any time. We have no data lock-in. Your records belong to you — not to us.

All plans give you the same Wevanta platform and features. The difference is the support layer: Self-Managed means you set up and run everything yourself. Assisted means our team helps you set up from scratch and offers ongoing monthly support.

Yes. You can upgrade, downgrade, or cancel your plan at any time. There is no minimum contract or lock-in period. If you cancel, you can export your full data before your access ends.

Yes. Wevanta includes a full family budget planner where you can plan income, expenses, EMIs, and investments category by category. It tracks planned vs actual spending in real-time so you always know where your money is going — and where it's deviating from your plan.

Yes. You can create goals for education, home purchase, car, retirement, or any custom target. Set a target amount, target date, and link real accounts or investments to each goal. Wevanta tracks your progress automatically and shows how close you are to reaching each milestone.

Yes. Wevanta integrates with CRIF to let you check your credit score directly using your PAN number. You can view your current score, track score history over time, and understand factors affecting your loan eligibility — all from within the platform.

Wevanta's AI Analysis provides four types of CA-grade financial insights powered by advanced AI models: (1) Portfolio Health Check — asset allocation, diversification, and risk assessment. (2) Spending Analysis — patterns, trends, and anomalies. (3) Goal Feasibility — whether your trajectory meets your targets. (4) Tax Optimisation — suggestions for tax-efficient structuring based on your holdings.

Money Trail is Wevanta's UMME-synchronised transaction tracking system. When you move money between accounts — say from savings to a fixed deposit — Money Trail automatically records both sides. This gives you a complete, double-entry audit trail of every financial movement across all your accounts.