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Outpace conventional
funds by 3-4 X
WHY WEALTH NEXUS AI ?
Mutual fund Optimization
Not just stock picking—we enhance returns by strategically selecting and balancing mutual funds using AI-driven insights.
Personalized for your goals
Whether you seek aggressive growth or steady compounding, our strategies adapt to your financial objectives
AI Powered Investment Strategies
From a small friends and family fund to managing Rs. 100 Cr + AUM, our success has been built on performance, transparency, and trust.
Data-Driven Investment Approach
Emotion-free investing. Our models process vast amounts of financial data to identify high-probability opportunities and mitigate risks.
Proven Track record
From a small friends-and-family fund to managing
Rs. 100 Cr + AUM, our success has been built on performance, transparency, and trust.
Our numbers are committed to the excellence
822
Investment Variables Used
$100 M
Equity asset in management
25+
Years of Experience
24%
Investment Returns
What Clients say about us
"After years of mediocre returns with traditional wealth managers, WealthNexus AI delivered 22% growth in 15 months. Their automated tax-loss harvesting saved me ₹4.2 lakhs in capital gains"
Arvind Rao, Bengaluru
Portfolio: ₹4.8 Cr
"WealthNexus AI's sector-rotation strategy helped my portfolio grow 19.2% last fiscal year, outperforming my previous advisor by 6% points."
Rohan Albuquerque, Goa
Portfolio : ₹1.7 Cr
"Moving from fixed deposits to WealthNexus AI's optimised mutual funds doubled my
returns - from 7% to 15.3% annually, with manageable risk."
Vikram Joshi, Pune
Portfolio: ₹3.2 Cr
"Their dynamic asset allocation protected my capital during the 2023 market correction while still delivering 18.6% returns in the recovery phase."
Amit Sanghvi, Mumbai
Portfolio: ₹2.1 Cr
How it works
3 step process
Diagnose
VS Traditional PMS : Not AI driven
Diagnose
AI scans your current portfolio for underperformers
Optimise
VS Traditional PMS : 12-14% CAGR(10Y)
Optimise
The algorithm selects top 8-12 funds using 822+ data points could give returns upto 22%
Grow
Grow
Auto rebalancing + tax smart adjustments every quarter
VS Traditional PMS : Limited tax effeciency
