About
WealthNest.AI is building a personalized family office for everyone, a trusted AI family copilot designed to help families organize, manage, and grow their wealth intelligently and sustainably through a seamless, unified experience.
Built as an AI-powered family wealth platform, WealthNest brings a family's entire financial picture, investments, bank accounts, liabilities, and other assets into a single, living view, and layers AI-driven insight on top of it. But WealthNest doesn't stop at visibility. Families can go further with fee-based, conflict-free investment advisory, a portfolio management service (PMS) for those who want their investments actively managed, and access to a SEBI-registered expert layer covering insurance, tax planning, and inheritance, so the same platform that shows you the full picture can also help you act on it.
The idea is simple, even if the execution isn't: give every family the organisation, visibility, and expertise of a family office without the ultra-high minimum investment thresholds that have always come with them. WealthNest.AI is a "family office for everyone," built for India's affluent and emerging-affluent households.
WealthNest.AI is a SEBI-Registered Investment Adviser (INA000022464).
The company was co-founded by Anurag Sinha, a product and technology leader with 24 years of experience across Microsoft, Amazon, and high-growth startups; and Harsha Venkatesh, an investor and entrepreneur with two decades of investing and operating experience.