WealthTech Robo Advisory

WealthTech Robo Advisory Pvt. Ltd. is a global technology solutions pioneer in the wealth, asset, and portfolio management arena. Our cutting-edge Robo-advisory platform combines TRUST and TECHNOLOGY in wealth to deliver a tangible and comprehensive financial plan that assists users in achieving their financial objectives. We offer a Software-as-a-Service (SaaS) solution tailored for banks, wealth management firms, brokerage houses, fintech companies, and other financial institutions. Our platform provides financial planning, money management, an investment marketplace solution, and real-time portfolio tracking catering to the needs of their respective user bases. We enable organisations having a target audience seeking unbiased wealth and tax advice to avail the same digitally at the click of a button. Our products include an interactive chatbot, a financial planning tool, and an investment marketplace. With our constant effort revolving around assisting people to lead fina...