Every tool you need to master your wealth
Wevanta brings every financial dimension — investments, insurance, loans, family wealth, documents — into one intelligent, organized platform.
Your entire financial life, in one clear view.
The Wevanta dashboard consolidates every asset, liability, policy, and document into a single, always-on snapshot — so you always know exactly where you stand.
A single source of truth for your wealth
No more switching between broker apps, insurance portals, and Excel sheets. Wevanta gives you a real-time, organized overview of your complete net worth.
- Real-time net worth calculation across all asset categories
- Customizable dashboard widgets for what matters most
- Color-coded asset vs. liability breakdown at a glance
- Trend charts to visualize wealth growth over time
- Smart alerts for policy renewals, EMI dates, and more
- Mobile-optimized — access from any device, anytime
Every type of investment, tracked in one place.
From equity to gold to real estate — Wevanta supports all major Indian asset categories so nothing slips through the cracks.
Never miss a renewal. Always know your coverage.
Centralize all your life, health, vehicle, and term insurance policies in one place — with automatic due date reminders so you're always protected.
All your policies, one organized view
Most people don't know exactly how many insurance policies they have, when they're due, or what they cover. Wevanta changes that with a complete, searchable insurance ledger and smart renewal reminders.
- Life, term, health, vehicle, and property insurance support
- Premium due date reminders — 30, 14, and 7 days before
- Policy maturity tracking for endowment and ULIP plans
- Sum assured and coverage details stored per policy
- Link policy documents directly to each record
- Multi-member family insurance consolidated in one view
One household. One complete picture.
Track wealth across multiple family members from a single account — individual views, combined net worth, and shared financial responsibilities all in one place.
Manage the family's finances together
Whether it's a joint home loan, separate investment portfolios, or a spouse's insurance policies — Wevanta gives the whole household a unified view while maintaining individual clarity.
- Link multiple family member profiles under one account
- Combined household net worth dashboard
- Individual breakdowns per member — investments, insurance, liabilities
- Shared assets and joint liabilities handled seamlessly
- Assisted plan supports up to 7 family member profiles
Stay on top of every EMI, loan, and obligation.
Track home loans, car loans, personal loans, credit card dues, and any other financial obligation — with EMI schedules and due date reminders.
Store and organize all your financial documents securely.
From policy PDFs to property papers, investment statements, and loan documents — keep everything in a structured, searchable digital vault linked to the relevant financial records.
Your paperwork, finally organized
Stop hunting through email folders and WhatsApp chats for insurance documents. Wevanta's document vault lets you attach files directly to each financial record — so the policy PDF is always with the policy.
- Attach documents directly to investment, insurance, or loan records
- Organized by category — no more digging through folders
- Searchable vault with filters by type, date, or member
- Supports PDFs, images, and scanned documents
- Accessible from any device, anytime
Understand your wealth with clear, insightful reports.
Go beyond tracking — understand trends, spot gaps, and get a complete picture of where you are and where you're headed financially.
A complete snapshot of all assets vs. liabilities — total net worth, percentage breakdown, and period-on-period change.
Asset-class breakdown, scheme-level performance, unrealized gains, XIRR, and diversification across all investments.
All active policies, total sum assured, upcoming renewals, and coverage adequacy across the family.
Complete schedule of all outstanding loans, monthly EMI obligations, remaining tenure, and projected payoff dates.
Consolidated household view — individual member contributions, shared assets, and combined net worth.
Download any report as a PDF or share a read-only summary view with your accountant, planner, or family.
We set it up. You take it from there.
Starting from scratch can feel overwhelming. Our assisted onboarding service handles the heavy lifting — data import, categorization, and initial setup — so your dashboard is clean and complete from day one.
We understand your financial picture — asset types, number of accounts, insurance policies, and any data you have ready.
You share statements, policy documents, and records. We handle the formatting, categorization, and entry.
Your complete wealth picture is imported, structured, and reviewed with you before you take over the account.
You get full access and training. Choose to self-manage or continue with our periodic update service.