Wealthorse

Fiduciary wealth advice for all at fractional cost

We believe “Every investor deserves a bona fide advice regardless of his ticket size”.

Wealthorse is an autopilot Wealth manager for individual investors regardless of experience, knowledge & budget constraints.

We combine the power of technology, data analytics, speed and scientific decision making to help investors avoid judgmental errors, save costs & earn more from equities through tailored portfolios based on an individual’s risk appetite and goals.

Features

Autopilot Portfolio Builder

Creates diversified portfolio like an ETF/Mutual fund for beginners based on their budget and risk appetite

DIY Investment Coach

Like a wise fund manager, provides step by step guidance to build DIY portfolios through alerts & recommendations

Best in Class Stock Finder

Instantly identifies the healthiest & fairly priced stocks under each sector & Mcap category

Portfolio Monitoring

Track live & historical performance of multiple portfolios

Benefits

Easy for Beginners

Investors need not worry about deciding Sectors, Stocks, Qty & Wtge etc. Wealthorse does all the heavy lifting for beginners

DIY Investors

We help DIY investors invest professionally like a fund manager and avoid judgmental errors while creating portfolios

Picking Stocks

Investors can easily pick stocks that are not only healthy but are also fairly priced, get both with best in class

Preparation

Create watch & analyze before buying the portfolios

Why chooseWealthorse

Armed with the power of technology, data and scientific investment approach, Wealthorse aims to provide the following benefits to Individual Investors:

Applies to Any Users

With WH anyone can invest in stocks regardless of knowledge, budget restriction and time limitations.

Save Cost

Investors will be able to save 90% costs paid to traditional wealth managers in the form of brokerage, expense ratios and commissions.

Avoid Errors

Investors can avoid judgmental errors of intuition or guesswork with the help of a scientific decision support system embedded in Wealthorse.

Power of Technology and More

Individual Investors can match the might of institutional investors with the power of technology, speed, data accuracy, real-time data analytics and scientific methods.

Personalize Solutions

The power of technology behind Wealthorse enables personalized investment solutions based on every individual’s preferences.