Home
Insights
Property Insight Alternative Alpha Daily Logic Case Studies Startup Tool Index
Finance Tools
AI Wealth Tools Calculator Newsletter WealthOS The Club
Finance Tools

AI Wealth Tools.

A small but rigorous toolkit for India's wealth class. Built around how HNIs actually invest — not consumer-finance defaults.

α
Asset Allocation AI
Stress-test your current mix against 10 macro scenarios. Built on Indian data, not US 60/40 logic.
Premium Try Now
Σ
AIF Screener
Filter 50+ Category I/II/III funds by vintage, sector exposure, and net-of-fees IRR.
Free Try Now
Tax-Loss Harvester
Enter your holdings; we surface the trades that minimise your March-end LTCG bill.
Free Try Now
Ω
Property Yield Estimator
Address + ticket size in → real after-tax rental yield out, with maintenance, vacancy, and TDS baked in.
Free Try Now
Bond Ladder Builder
Build a 1-5-year laddered debt portfolio across G-Sec, corporate, and AAA names.
Free Try Now
Watch Valuation Lookup
Reference prices for vintage Patek, AP, Rolex from Indian auction houses.
Free Try Now
NPS vs PPF vs ULIP
Side-by-side post-tax return comparison for the 30%-bracket investor with a 20-year horizon.
Free Try Now
λ
Angel SAFE Modeler
Convert SAFEs to equity under different cap, discount, and qualified-round assumptions.
Free Try Now
π
Macro Dashboard
Live repo rate, 10Y G-Sec, USD/INR, and inflation — the four numbers that move HNI portfolios.
Free Live Now