Ultra High Net-Worth Individuals

Adding value to your investment data with bespoke reporting to streamline portfolio analysis and gain investment insights. Wealthbrain empowers high net-worth individuals (HNI's) and Ultra high net-worth individuals (UHNI's).

Challenges Faced By Ultra High Net-Worth Individuals

Need For A Holistic View Of The Portfolio

With a holistic view of the investor's net worth (Assets and Liabilities) linked to their risk profile and investment goals, wealth planning is a challenge.

Need For Customized Reports

Analytics is the key for better financial planning.Thus it is to get customized reports as well as combined reports of all asset classes for clear investment insights.

Need For A Secured Login

The security and safety of portfolios comprising of highly sensitive data is a constant concern. Thus is vital to embrace the standard security measures of the industry.

Need For Consolidation Of Diverse Portfolios

Investment advisors and investors still rely on archaic ways of portfolio monitoring via spreadsheets which is time consuming and prone to manual error.

We take care of your needs so that you can focus on the bigger picture

Services that help in Adding value to your portfolio management


Consolidate your global investment portfolio on a single platform.


Get descriptive analytics of your investment portfolio to gain deep insights of your investments.


Get portfolio reporting, and choose from various definitive to generate customized reports.

Data Security

A secured platform certified with ISO 27001. Sit back and be assured for your data.

24-Hour Access

Be connected to your investment portfolio with the Wealthbrain app.

Market Updates From Leading Markets

Get access to market updates from the industry’s leading market data providers.

Find Additional Benefits For You

Understand the benefits of automating your investment portfolio

Get A Demo
For Your Customized Solutions

Talk to us to learn more about our offerings. We would be delighted to speak to you.