Wealth Intelligence Built for
India's High Net Worth Clients
When your wealth spans equity, real estate, PMS, hedge funds, international holdings, gold, and private deals — you need a platform that understands complexity.
HNI Advantage
- PMS & AIF portfolio intelligence
- Real estate ROI & asset tracking
- Private deal & co-investment matching
- Family office & HUF management
- Dedicated CA & Fund Manager team
Average HNI Portfolio Tracked
Asset Classes in One View
Portfolio Management Intelligence
Deal Matching & Opportunities
Multi-Asset Portfolio Intelligence
Your Entire Wealth — Equity to Real Estate — in One Intelligent View
HNI portfolios are complex. Aranidhi handles that complexity natively — pulling live data from NSDL/CDSL for demat holdings, integrating with PMS providers, tracking real estate market values, and consolidating international holdings.
- Live demat holdings from NSDL, CDSL with P&L and XIRR
- PMS account integration with attribution analysis
- Real estate portfolio with current market value and rental yield
- Alternative investments — unlisted equity, private debt, hedge funds
- International holdings in USD, GBP — with INR conversion and FX impact
- Gold, sovereign gold bonds and commodity positions
Advanced Tax Intelligence for HNIs
Tax Optimization That Matches Your Wealth Complexity
When you have capital gains across equity, MF, real estate and derivatives — tax computation becomes a full-time job. Aranidhi automates it completely and finds optimization opportunities you'd otherwise miss.
- STCG/LTCG computation across equity, MF, real estate and derivatives
- Indexation benefit calculation for real estate and debt MF
- Tax-loss harvesting recommendations across your full portfolio
- Old vs. New regime optimization across all income heads
- AIS and 26AS auto-reconciliation — flag mismatches before filing
- Capital gains scheduling — know when to sell for optimal tax outcomes
HNI Marketplace & Deal Matching
Access to Curated Investment Opportunities
Aranidhi's HNI marketplace connects high net worth investors with curated deal flow — pre-IPO opportunities, pooled real estate investments, private credit, and co-investment structures with other HNIs.
- AI-powered deal matching based on your risk profile and portfolio gaps
- Pre-IPO and unlisted equity deal flow from vetted sources
- Pooled real estate investment structures with fractional ownership
- Private credit and structured debt opportunities
- Insurance pooling — negotiate better premiums with group coverage
- Full legal and compliance documentation through the platform
You Pay Only When You Profit
Aranidhi charges a small percentage on your actual returns — not a flat subscription fee. No returns, no charge. Pure alignment of interests.
Minimum eligibility: ₹10 Cr total net worth or ₹5 Cr digital & liquid portfolio
Returns-Based Fee
Our fee is a percentage of the actual profits generated — charged only when you gain.
Zero Flat Fees
No monthly subscription. No setup cost. No hidden charges. Your success is our business model.
Full Transparency
Every fee deduction is visible in your dashboard — auditable and SEBI-compliant.
Growth
For HNI InvestorsPerformance Fee
10%
on actual returns generated
- Unified Wealth Dashboard
- Multi-Asset Portfolio Tracking
- Goal Planning & Projections
- Tax & XIRR Reports
- Dedicated Wealth Advisor
- Family Office Features
Elite
For Ultra-HNI InvestorsPerformance Fee
8%
on actual returns generated
- Everything in Growth
- Advanced Risk Analytics
- PMS & AIF Integration
- Quarterly Strategy Review
- Priority Relationship Manager
- Estate & Succession Planning
Institutional
Family Offices & InstitutionsPerformance Fee
Bespoke
Negotiated based on corpus & complexity
- Everything in Elite
- Family Office Dashboard
- Multi-Entity & Multi-Member
- Private Credit & Alternatives
- White-Glove Onboarding
- 24×7 Dedicated Support
Family Office & Estate Planning
Manage Wealth Across Generations and Entities
Whether you manage a HUF, multiple companies, family trusts, or a full family office structure — Aranidhi gives you a unified view of consolidated wealth across all entities with proper legal structure tracking.
- HUF, Trust, LLP, and company entity management in one platform
- Consolidated family net worth across all members and entities
- Estate planning tools — succession mapping and will documentation
- Minor accounts and SGB maturity tracking
- Annual family wealth report with advisor collaboration
- Delegation — let your CA or wealth advisor manage specific views