Who We Are
India's First Independent multi asset online platform for Financial Advisors.
Review Sector and stock exposure
Risk Based Solutions
Scared of losing your identity to Bigger players?
Current and recommended Asset allocations, Asset Rebalancing
Configure Global Assumptions
Analysis of income, expenses, net worth, insurance gap, financial health ratio
What is WealthERP?
WEALTH ERP is an on-demand wealth management cum financial planning platform for wealth advisors and financial planners and distributors. The platform covers multiple asset classes and allows advisors to plan, manage and analyze investments across assets and have a 360º view of their client's investment portfolio.