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Comprehensive guides for every Wevanta feature
Account Management & Security
Guides on signing up, 2FA security, and managing your family group.
4 articles
The Dashboard Hub
A master guide to the WealthOS dashboard and command center.
6 articles
Account & Asset Management
Master guide to managing your investments, cash, loans, and portfolio sync.
6 articles
Document Vault
Secure encrypted storage for all your family financial, legal, and identity documents.
1 articles
Loans Given (Money Lent)
Complete guide to recording, tracking, and recovering money you have lent to friends, relatives, or business associates.
1 articles
Family Budget Planner
Plan every rupee in and out — income, expenses, EMIs, investments — and track what actually happened vs what you planned.
1 articles
Policy Management
Track, manage and pay your insurance and investment policies in one place.
4 articles
Goals & Financial Targets
Set, track, and achieve life goals by linking your real asset accounts to a target amount and deadline.
1 articles
Fixed Deposits (FD Tracker)
Track every FD with maturity dates, interest rates, nominees, and automated maturity reminders.
1 articles
Reminders & Planning
Never miss an EMI, SIP, insurance premium, or tax deadline. Create smart recurring alerts with snooze and mark-paid.
1 articles
Recurring Transactions
Automate your salary credits, rent debits, SIP investments, and EMI payments with the intelligent recurring scheduler.
1 articles
WealthOS Plans & Subscription
Understand WealthOS plan tiers, how to subscribe, how coupon codes work, and how to manage your billing.
1 articles
Reports & Exports
Generate, filter, and download PDF or Excel reports for your portfolio, net worth, income, goals, and tax summary.
1 articles
Credit Score
Check your CRIF credit score using your PAN, track score history, and understand what your score means for loan eligibility.
1 articles
Dashboard & Net Worth
Understand your smart dashboard widgets, net worth calculations, financial health scoring, and predictive analytics.
1 articles
Family Members
Manage multi-user access. Invite your spouse or family to view and manage the common household portfolio.
1 articles
Profile & Context
Manage your profile details, base currency, dark mode, password, and Two-Factor Authentication (2FA).
1 articles
Data Backup & Restore
Export your entire financial life to Excel, and learn how to restore it from a backup.
1 articles
AI Financial Analysis
Harness Anthropic Claude, OpenAI, or Google Gemini to get personalised CA-grade advice on your portfolio, spending, goals, and tax.
1 articles
Popular Articles
Loans Given — Complete Guide
Cracking the Financial Health Score (35/100)
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