The Problem
Fintech in India has exploded, but portfolio observability is fractured. Users log into multiple banking apps, broker portals, and mutual fund platforms, only to copy numbers into an unmaintained Google Sheet to compute net worth.
The Solution
We're building Wealthyo.in—a focused Household Net Worth OS designed to consolidate bank balances, fixed deposits, mutual funds, and recurring commitments into a single zero-friction UI.
Key technical considerations:
Data Privacy & Ownership: Keeping users in control of their sensitive ledger data.
Actionable Observability: Real-time commitment monitoring and maturity lifecycle alerts.
Lightweight Aggregation: Low friction without overwhelming users with noisy market feeds.
Check out the live build and early beta at https://wealthyo.in—feedback on dashboard UX and system architecture is welcome!
https://youtube.com/shorts/7tx2O9nWHqg?is=xyHTTAsbKA8QqL-X
You can check out the Wealthyo Household Net Worth OS Overview to see how the platform presents its private beta features and messaging in action.
