Wealthgenie brings your investor relationships, operations, transactions and team collaboration into one place, so your whole firm works as one.
Our vision
Software has organised the paperwork and left the real work untouched: thousands of folios, and no way to know which one needs you today. Wealthgenie reads your own portfolio data to answer that every morning, from the stalled SIP to the idle cash to the EMI about to end, and puts it in front of you, ready to act on.
Serve every investor like your only one, and the trust that follows earns a larger share of every financial life. That's the business we help you build.
Your book, the way Wealthgenie sees it. Today's signals, lit.
Three levers, one compounding outcome.
Two numbers decide a wealth manager's profit: the revenue the book earns, and the cost of serving it. Everything in Wealthgenie sits under the lever it pulls.
Brings money in: the right investors acquired, wallet share deepened, trail protected, and additional purchases won by reaching the right investor at the right time.
Know which investor to meet, when, and why. Track every touchpoint, monitor coverage across your book, and let data guide the next conversation.
Market-aware nudges that tell you which investors need action: SIP top-ups in dips, profit booking in rallies. Proactive, not reactive.
Know your own revenue. Brokerage statements become trail analytics: commission by AMC, scheme, investor and RM, with month-on-month movement. Spot the leaks before they compound.
Filter any signal cohort, say family heads with idle cash, and send one directed email to all of them. Personalised in substance, bulk in effort.
Track goals, EMIs and expenses alongside portfolios. When an EMI ends you know before the bank does, and every freed-up rupee has a destination in the plan.
Birthdays, anniversaries and life milestones surfaced on time, for every family member. The small personal touches that compound into referrals and wallet share.
Keeps money in: hours of operations automated away, so the same team serves a larger book without adding headcount.
Every task carries the investor's SIP, STP, SWP, holdings and AUM inline. Your team acts with full context, with no switching between systems and nothing falling through the cracks.
White-labelled Portfolio, P&L, Capital Gains, ELSS and Dividend reports. A one-click Tax Kit bundles everything your investors need for filing.
Tasks, leads, follow-ups and review meetings on one calendar. Click any event to jump straight to its detail.
Real-time alerts for assignments, status changes and @mentions. Your team stays in sync without leaving the platform.
Investors log in to see their own portfolios and reports, white-labelled under your brand. Fewer "send my statement" calls, more time for the conversations that grow the book.
Curate model baskets once, suggest them consistently across your whole book, and execute through the same NSE flow. Consistency at scale, without dilution.
The complete investor profile: portfolio snapshot, SIP and AUM journey, family members, and every interaction in one view.
Grows revenue. Informed conversations close faster.
Serve families, not just folios. One view rolls every member's holdings into the family's combined wealth, with the insights that spark your next conversation.
Grows revenue. The family that consolidates with you, stays with you.
Show clients their financial future, not just their portfolio. Simulate assets and future cash flows across 19 asset classes without touching live records.
Grows revenue. Plan adherence is recurring revenue.
Your command centre. Review meetings, lead conversion funnels, task priority distribution and touchpoint coverage in one view.
Expands margin. Coverage gaps surface before they cost you.
Every task is linked to investor holdings. Execute NSE transactions, from purchases and SIPs to SWPs, STPs and switches, right from the task workflow.
Expands margin. An RM's whole day runs in one flow.
Your whole team's schedule at a glance. Add comments with @mentions on investors, tasks and leads, so context is always where it belongs.
Expands margin. Context lives where the work happens.
The platform of choice for wealth managers. Read the full story of why.
View investors through any lens: AUM, SIP activity, market scenarios, tenure or custom tags. Filter, segment and act.
Grows revenueMarket-aware, regulation-conscious insights that scale across your entire investor base. Proactive, not reactive.
Grows revenueA modern web interface that needs minimal training. Customers start using analytics in their daily workflows from day one.
Expands marginEvery task is tied to investor holdings. Execute SIP, SWP, STP, switch and purchase orders directly from Wealthgenie.
Expands marginSuperuser, admin and member roles with decoupled RM, OE and OM assignments. Everyone sees exactly what they need.
Expands marginP&L, Capital Gains, Dividend and ELSS reports bundled in a single download. Tax season, sorted.
Expands marginSee how Wealthgenie fits your practice. Leave your details and our team will reach out to schedule a personalised walkthrough.
Prefer to talk? +91 91564 42124
Or write to hello@cagrlabs.ai