Generic advice from legacy brokerages wasn't built for your life. NetWorthOS brings all your assets together — and gives you an AI wealth advisor that actually understands your goals, your family, and your specific situation. Real intelligence. Real-time. Truly yours.
For families with ₹1 Crore+ in investable assets
Average portfolio
Currencies supported
Private & encrypted
The Reality
Zerodha holds your stocks. Groww has your mutual funds. There's that NPS account you haven't checked in months. Property documents in the locker. Gold at home. An LIC policy from 2011 somewhere in a drawer.
You know where everything is. But if something happened to you tomorrow — would your family know where to begin?
of Indian families lack
complete asset visibility
lies unclaimed because
families didn't know
The Old Way Is Broken
Every week, your inbox fills with "market insights" and "wealth reports" from institutions that have been doing things the same way since 1987. Spreadsheet models. Generic assumptions. One-size-fits-all recommendations.
They don't know you own 43% of your portfolio in IT stocks. They don't know your daughter's studying abroad in 2027. They don't know you just inherited property in Jaipur that changed your entire tax situation.
They're guessing. Educated guesses, perhaps. But guesses nonetheless.
Static models that can't adapt to your reality. Built for the "average investor" — which is no one.
When the research comes from someone selling you products, whose interests are they really serving?
"Investors should consider..." — but what about YOUR goals, YOUR tax bracket, YOUR family situation?
By the time the quarterly report lands in your inbox, the market has already moved. Three times.
What if your financial intelligence actually knew you?
Intelligence that's trained on your life. Not a spreadsheet.
Imagine having a brilliant financial mind who knows every detail of your portfolio — every holding, every nominee, every tax implication, every family goal — and can answer any question instantly. That's Genie. Not a chatbot regurgitating generic advice. Not a search engine linking you to articles. A deeply intelligent system trained on your complete financial picture, delivering insights that would take your CA a week to prepare — in seconds.
Not "investors should consider" — but "Paritosh, given your 43% IT exposure and upcoming liquidity need, here's what you should do." Every insight is about you.
"I need ₹15L. What's the most tax-efficient way?" Genie models every scenario against your actual holdings, your tax bracket, your specific LTCG situation — in seconds.
Not generic "8% CAGR assumptions." Genie factors in your daughter's 2027 education, your planned Goa property, your RSU vesting schedule. Your future. Modeled precisely.
Generic reports say "diversify." Genie tells you: "Your employer stock + IT holdings = 67% tech exposure. Here's exactly how to rebalance without triggering unnecessary taxes."
Example Conversation
"I'm thinking of relocating to Singapore next year. What do I need to know about my investments?"
Based on your portfolio, here's what you need to consider for Singapore relocation:
Shall I prepare a complete NRI transition checklist?
No more generic PDFs. No more "market outlooks" written for someone else.
Founding families get first access.
The Foundation
Every asset — equities, funds, property, gold, crypto, retirement — in one real-time dashboard.
INR, USD, GBP, EUR, AED, SGD. Live rates. See your global wealth in any currency.
Controlled sharing for spouse, parents, advisors. Role-based permissions. Complete audit trail.
Wills, insurance, property papers. Encrypted. Organised. Accessible when it matters most.
LTCG vs STCG analysis. Optimal exit sequencing. Harvest losses automatically.
256-bit encryption. SOC 2 compliant. Your data never sold. No ads. Ever.
Peace of Mind
The conversation no one wants to have. But the one every family needs. What happens to everything you've built when you're not there to explain it?
NetWorthOS creates a clear, step-by-step emergency protocol for your family. Who to call. In what order. How to access everything. Peace of mind you can't put a price on.
Who This Is For
Personal and business finances intertwined. Multiple entities. Complex holdings. You need separation and clarity.
Typically ₹3Cr+ in net worth
Assets in India and abroad. NRE/NRO complexity. Family managing investments on your behalf. You need visibility from anywhere.
Typically $500K+ across geographies
RSUs, ESOPs, international brokerages. Two tax jurisdictions. Rapidly growing net worth. You need intelligence that keeps up.
Typically ₹1.5Cr+ including equity
Join the Founding Families
We're not building another app for the masses. NetWorthOS is for families who have built something meaningful — and want to protect it, grow it, and eventually pass it on. Families who are tired of generic advice and fragmented tools. Families who expect more.
We're accepting 50 founding families this quarter. No more. Founding members receive lifetime pricing locked at early-access rates, direct WhatsApp access to our team, and real influence over what we build next.
We review every application. This is intentional.
14 of 50 spots remaining this quarter.
Once filled, we close applications until the next cohort. We'd rather serve 50 families exceptionally than 500 families poorly.