AI-Powered · India-first

Your entire financial life, in one command center.

Net worth, portfolio health, retirement, tax, property, insurance, and estate planning — normally eight scattered tools. AI Wealth OS puts all of it in one subscription, and tells you every week what to actually do about it.

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No card required to explore · Hosted or self-hosted · Your data stays yours

integrated modules

subscription

spreadsheets needed

What's inside

Eight modules. One net worth.

Every module reuses the same underlying data — add your accounts once, and retirement, tax, property, insurance, and estate planning all build on top of it automatically.

Net Worth Tracker

Everything you own and owe, in one number — across cash, equity, property, gold, crypto, and loans.

Portfolio Health

A checkup for your investments — diversification, risk, and cost, benchmarked against the Nifty 50.

Retirement & Passive Income

Are you on track, and when can you actually stop working? Year-by-year corpus projections, not guesses.

Tax Optimization

Old regime or new — and exactly how to pay less, legally, based on your real income and deductions.

Property Investment

Is your real estate actually a good investment, or just a big number on paper? Real yield, not guesswork.

Insurance Coverage

Are you underinsured without knowing it? Term life and health cover checked against real benchmarks.

Estate & Nominee Management

Would your family know what to do if something happened to you? Every account and asset, nominee-checked.

Weekly Action Plan

One ranked list of what actually matters this week — not eight dashboards to check every morning.

See it for yourself

Real screens, real numbers.

Click any screenshot to view it full-size.

Net Worth — full picture across every asset

Portfolio Health — score + AI findings

Retirement — year-by-year corpus chart

Tax — old vs. new regime, side by side

Insurance — coverage gap analysis

Weekly Action Plan — this week's priorities

Why it sticks

Hard to copy. Easy to stay subscribed to.

One data entry, eight workflows. Add your accounts once — retirement, tax, property, insurance, and estate planning all reuse the same net worth data instead of asking you to re-enter it.
Numbers you can trust. Every module's score and figure is computed by a deterministic rules engine. The AI only explains findings in plain English — it never invents a number.
The value shows up automatically. The weekly AI action plan turns eight modules of analysis into one short, prioritized list — no need to go looking for insights.
Your data, your choice. Use it hosted, or run the exact same app yourself with the self-hosted package — full ownership, no lock-in.

Ask Me — your AI financial assistant

A chat assistant that sees your full financial picture — net worth, retirement, tax, property, insurance, and estate — and answers in plain English, by voice or text.

It never invents a number: every answer is grounded in the same data your dashboards already show.

Early access pricing

Simple pricing, locked in early.

Founding-member rates for early sign-ups — locked in for 12 months. No card required to start exploring.

Starter

Free

Good for getting your net worth in one place.

Net worth tracking
Portfolio health score
1 household member
CSV export

Start free

Pro

₹999/month

or ₹9,588/year — everything unlocked.

Everything in Starter
Retirement, tax, property, insurance & estate modules
Weekly AI action plan
Ask Me AI assistant (chat + voice)

Get Pro access

Family

₹1,499/month

or ₹14,388/year — for the whole household.

Everything in Pro
Up to 5 household members
Shared household net worth view
Priority support

Get Family access

Prefer to own your deployment outright? A one-time Self-Hosted package (full source code, runs on your own infrastructure) is also available — ask us for details.

Questions

Frequently asked questions

Can't find your question here? Reach out — see the contact section below.

No. AI Wealth OS is a planning and organization tool. Every module that touches investment, tax, or insurance decisions includes a disclaimer that its output is a planning estimate, not personalized financial, tax, or legal advice — always verify important decisions with a qualified professional.

For seven of the eight modules, no — the AI only explains numbers a plain rules engine already computed; it can't invent or alter them. Ask Me is more conversational and, like any AI assistant, should be treated as a helpful guide rather than a substitute for a financial advisor or chartered accountant.

No. The hosted version works like any web app — sign up and go. The self-hosted package uses Docker, so setup is mostly copy-pasting a few commands from the included guide; basic comfort with a terminal is helpful but no coding is required.

Hosted: we run it, you just log in — fastest start, zero maintenance. Self-hosted: you run the exact same app on your own server using Docker, so your financial data never leaves infrastructure you control. Both are the same product.

Yes, on the Family plan — invite family members to your household and they get read access to shared net worth, while sensitive items like chat history and broker connections stay private to each person.

Reach out through the contact details below, or open an issue against the self-hosted repository if you're running your own copy.