From capturing transactions to reconciling bank statements — Wealth Reserve handles the complexity so you can focus on growing your wealth.
Define investment goals like home purchase or retirement. Link SIP rules to auto-track monthly contributions. See real-time progress with projections.
Import any bank statement in Excel format. Our AI scores each transaction against your records — resolving mismatches automatically.
The Android app reads bank SMS notifications silently in the background. No manual entry, no open apps — just automatic, accurate transaction logging.
Use one or all three — they all sync into the same dashboard.
Install the Android app. Every bank SMS is automatically parsed and logged — no action needed.
Download your bank statement as Excel, upload it here. Our reconciliation engine handles the rest.
Add transactions manually anytime. Full categorization, notes, and account assignment.
All data is encrypted at rest and in transit. We never sell or share your financial information.
Supports UPI, NEFT, IMPS, SIP patterns and all major banks including HDFC, SBI, ICICI, Axis.
Monthly reports, net worth trends, spend breakdowns — data that actually helps you make decisions.