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AMFI & APMI Registered

Build lasting wealth with confidence.

A principled approach to building long-term wealth, grounded in preparation, not prediction.

Dashboard preview
Total Net Worth
Updated 0s ago
₹0
+₹90,22,527 (12%) since you started
● Concentration Alert
Tech Over-Exposure
Your tech equity is 58% of net worth. Peer median is 34%.
87th Percentile
Peer Benchmark
Savings Rate
Your rate: 31%
Peers: 24%
Liquidity Snapshot
Liquid
₹8.4L
Cash & savings
Quick Access
₹32L
Sellable 1–5 days
Medium Term
₹1.4Cr
Months to liquidate
Purpose over Profit · Preparation over Prediction · People over Products
What We Stand For

The four pillars of Nettworth.

Everything we do, from how we advise to what we build to how we charge, is shaped by these four principles.

Integrity

Your interest, always first

Commissions fully disclosed. Advice fully transparent. We succeed when you do, not before, and not at your expense.

Clarity

See the full picture

Every asset, every liability, and every number sit unified in one place, so you always know exactly where you stand.

Consistency

Steady hands win

Markets move. Discipline doesn't. We build habits and systems that compound quietly, through noise, volatility, and uncertainty.

Technology

Powerful. Human.

Institutional-grade infrastructure, built for individuals. Technology handles the complexity so you can focus on what matters.

The Platform

Your entire financial life,
in one place.

Most people have no idea what their real net worth is. Your mutual funds are on CAMS, your stocks on Zerodha, your real estate in a spreadsheet, and your RSUs in an email thread. We fix that. One dashboard. Everything connected. Always up to date.

See Everything, Finally

One number. Every asset. For the first time, you'll know your actual net worth, not a rough guess across five platforms and a spreadsheet.

Know What It Means

Data alone isn't enough. We surface what matters: concentration risks, tax inefficiencies, and peer benchmarks, so blind spots don't become expensive mistakes.

A Team That Acts On It

This isn't a dashboard you check once and forget. Our team reviews it, spots what needs attention, and calls you before you even know there's a decision to make.

Getting started takes minutes

Simple as uploading a document

Effortless setup, start to finish.

01

Upload Your Documents

Share your statements, contract notes, and reports securely. CAMS, Zerodha, salary slips, insurance policies: anything works.

02

We Build Your Picture

Our platform extracts and organises your data automatically. Our team reviews it, adds context, and builds your complete financial picture.

03

See Where You Stand

Log in to your dashboard and see your full net worth, asset allocation, and personalised insights, all in one clean, clear view.

Your financial picture
is waiting.

Book a free discovery call and see your complete financial picture for the first time.

Book a Discovery Call →
Our Philosophy

Advice that puts your life first

Most firms focus on selling products or beating the market. Our focus is different. We help clients build a financial system that supports their life goals.

Your Goals, Not Ours

We don't start with products. We start with your life. What do you want your money to do for you? That question shapes everything we recommend.

A Complete Financial System

Every client gets a personalised strategy covering investments, taxes, risk management, and long-term planning: not just a portfolio, but a full financial system built around your life.

A 20–30 Year Partnership

Our job goes beyond managing money. We want to become the person you call before making any major financial decision, helping you make better choices over the next 20–30 years.

Simplicity is the ultimate sophistication

Leonardo da Vinci

The smartest tech leaders use dashboards to run their companies. Why should their personal wealth be managed via email threads and PDFs?

At Nettworth, we believe the user experience of your wealth is just as important as the returns. A beautiful, unified interface leads to better behaviour, and better behaviour leads to generational wealth.

Explore Our Services →
Architectural Blueprint
Wealth Unified
Mutual Funds (India)
US Equity & RSUs
Venture Debt / AIF
Real Estate
Offshore Assets
How We Work

Three services. One relationship.

A complete financial system built around your life — not around products.

What We Do

Four hours a year. One per quarter.

That's all we need to keep your finances sharp, your taxes clean, and your wealth compounding.

The Problems We Solve

Real challenges. Practical solutions.

From building your first crore to structuring wealth across borders — we've seen it, and we know what to do.

Financial Planning

This is where real value is created

Goal-based planning — retirement, children's education, and more
Cash flow analysis and budgeting
Net worth tracking
Scenario analysis — best and worst case planning

Investment Management

This is the foundation

Portfolio construction — equity, debt, gold, alternatives
Asset allocation based on goals & risk profile
Mutual funds, ETFs, PMS, AIF, and direct equity selection
Global investing — US stocks & international funds
Portfolio rebalancing and performance tracking

Family Office Services

Coming soon — for clients whose wealth has outgrown standard solutions

Consolidated reporting across all assets
Legal & compliance coordination
Philanthropy support

Ready for Clarity?

Book a confidential 30-minute discovery call.

Book a Discovery Call →
Asset Universe

The right product is the last decision.

We start with your goals. The products follow. Here's what we work with.

Core Investments

What most clients build wealth with

These are the instruments at the centre of almost every portfolio we build.

Mutual Funds

Professionally managed portfolios across equity, debt, and hybrid categories. We distribute regular plans. Commissions are fully disclosed, always.

SIPTax SavingLiquidity

PMS & AIF

Bespoke Portfolio Management Services and Alternative Investment Funds for clients whose wealth has outgrown standard mutual funds.

BespokeCategory I–III

Insurance

Pure term and health insurance only. We never recommend investment-linked policies, ever. Coverage that does one job and does it well.

Term LifeHealthCritical
Additional Services

When your situation calls for more

Not every client needs all of these. We recommend them only when they genuinely fit your picture.

Gold & Silver

Physical and digital precious metals as a strategic inflation hedge. Sourced through MMTC PAMP for certified purity.

MMTC PAMPSGBDigital Gold

Home Loan Optimisation

Reduce your interest burden through smart prepayment strategies, balance transfers, and tax optimisation on your existing home loan.

PrepaymentBalance TransferTax Saving

Private Markets

Curated access to private equity, venture capital, and pre-IPO opportunities, usually reserved for institutional family offices.

PE/VCHigh GrowthPre-IPO

Everything you own,
in one place.

See how Nettworth brings your entire financial life together, and what it looks like once it's all connected.

Book a Discovery Call →
Our Origins

Born in Bangalore

We started in India's Silicon Valley to solve a specific problem: the mismatch between traditional banking and the needs of the modern tech professional.

The firm we wished we had

We noticed a recurring theme across Bangalore's startup ecosystem: leaders were building the future, but their own finances were stuck in the past.

Banks wanted to sell them insurance. Brokers wanted them to trade rather than plan. No one was addressing what actually mattered: ESOP taxation, cross-border compliance, and multi-generational wealth preservation.

We built Nettworth to be the firm we wished we had. A trusted partner that treats your wealth with the same rigour you apply to your code or your business.

AMFI Registered & APMI Registered
Client-First
Commission-Based
Full Disclosure
Our Team

Built by people who've been there.

Rahul Krishnan
Rahul Krishnan, MBA
Managing Partner
Ex — Deutsche Bank · Equirus Family Office
Rahul spent over a decade at PeakAlpha, Deutsche Bank and Equirus advising founders and families on their most consequential financial decisions. What struck him wasn't the complexity of the markets — it was how often high-earning, financially sophisticated people had nobody to look at the whole picture. The investments, the taxes, the RSUs, the real estate — all sitting in silos. Nettworth is his answer to that.
Rohit Chikballapur
Rohit Chikballapur
Technology & Strategy
Stanford University · Applied AI
A career expat who has navigated cross-border tax situations for equity-based compensation, real estate, inheritance and visas across 4 countries — Rohit has lived the precise challenges that Nettworth solves. He has spent over a decade building technology and AI for enterprises, and brings that rigour to how Nettworth is built and scaled.

Let's talk about your money.

A confidential, no-pressure conversation about where you are today and where you want to be.

Book a Discovery Call →
Get In Touch

Book Your Discovery Call

A confidential 30-minute discovery session. We'll map your assets and show you exactly where opportunities are being missed.

Contact Nettworth

Let's start the conversation.

Whether you're looking to consolidate assets, plan an exit, or build a legacy, it all starts with a conversation.

Office
WeWork 37, Cunningham Road,
Bangalore 560001
Email
support@nettworthinvest.com
Tell us about yourself

🔒 Your data stays private. We never share or sell your information.

Request Received!
Our team will contact you within one business day to schedule your discovery call.
Legal

Privacy Policy

Nettworth Investment Services LLP

Nettworth Investment Services LLP ("Nettworth", "we", or "us") is committed to protecting the personal information of our users. This policy describes how we collect, use, and safeguard your data when you use our website and services.

01 · Information We Collect

We collect information you provide directly — including your name, phone number, and email address when you register or contact us. We also collect usage data automatically, such as your IP address, device type, browser, and how you interact with our services.

02 · How We Use It

We use your information to provide and improve our services, communicate with you about your account or enquiries, send relevant updates with your consent, and comply with legal and regulatory obligations.

03 · Sharing Your Information

We do not sell your personal data. We may share it with trusted service providers who support our operations, where required by law, or in connection with a business transfer. All third parties are required to handle your data securely.

04 · Security

We use industry-standard safeguards to protect your information. No method of transmission over the internet is completely secure, but we take all reasonable precautions.

05 · Your Rights

You may request access to, correction of, or deletion of your personal data at any time by contacting us.

06 · Cookies

We use cookies to improve your experience and measure usage. You can manage cookie preferences through your browser settings.

07 · Minors

Our services are not intended for anyone under 18. We do not knowingly collect information from minors.

08 · Changes

We may update this policy from time to time. Continued use of our services constitutes acceptance of any changes.

Contact

For any privacy-related queries, write to us at support@nettworthinvest.com

Legal

Disclosures

Nettworth Investment Services LLP

Nettworth Investment Services LLP ("Nettworth", "we", "our", or "us") distributes a broad range of financial products, including mutual funds, PMS, AIF, and insurance, to help individuals, families, and businesses pursue their financial goals.

Our recommendations are based on an understanding of each client's financial objectives, investment horizon, risk tolerance, and overall financial circumstances.

01 · Investment Risk

Investments in mutual funds, equities, bonds, insurance products, and other financial instruments are subject to market risks and other inherent risks.

The value of investments may rise or fall depending on market conditions, economic developments, interest rates, regulatory changes, and other factors beyond our control.

Past performance is not indicative of future results.

02 · No Guarantee of Returns

Nettworth Investment Services LLP does not guarantee returns, capital appreciation, or protection of principal.

All investments involve risk, and clients should evaluate their financial circumstances before making investment decisions.

03 · Compensation

Nettworth Investment Services LLP distributes financial products offered by various asset management companies, insurance companies, banks, and financial institutions.

We may receive commissions, brokerage, trail commissions, or other remuneration from product providers for facilitating investments and related services.

Our recommendations are made after considering a client's financial objectives, investment horizon, and risk profile.

04 · Suitability

Our recommendations are based on information provided by clients. It is the client's responsibility to provide complete and accurate information and to inform us of any significant changes that may affect the suitability of our recommendations.

05 · Third-Party Information

Information published on this website may be obtained from sources believed to be reliable. While reasonable care has been taken, Nettworth Investment Services LLP does not guarantee its accuracy or completeness.

06 · Educational Information

The information available on this website is intended solely for educational and informational purposes and should not be interpreted as personalized investment, legal, tax, or accounting advice.

07 · Intellectual Property

All content on this website, including text, graphics, logos, and other materials, is the property of Nettworth Investment Services LLP unless otherwise stated. Unauthorized reproduction or distribution is prohibited.

Contact

For any questions regarding these disclosures, please contact Nettworth Investment Services LLP at support@nettworthinvest.com

Legal

Terms & Conditions

Nettworth Investment Services LLP

By accessing and using this website, you agree to comply with these Terms & Conditions.

01 · Use of Information

The information on this website is provided solely for general informational and educational purposes. It should not be interpreted as financial, legal, tax, or investment advice.

02 · Intellectual Property

All content published on this website, including text, graphics, logos, images, and design elements, is the intellectual property of Nettworth Investment Services LLP unless otherwise stated. Unauthorized copying, reproduction, or distribution is prohibited.

03 · Accuracy of Information

While reasonable care has been taken to ensure that information on this website is accurate and current, Nettworth Investment Services LLP does not guarantee its completeness or accuracy and reserves the right to modify website content without prior notice.

04 · Third-Party Links

Links to third-party websites are provided solely for user convenience. Nettworth Investment Services LLP is not responsible for the content or privacy practices of such websites.

05 · Acceptable Use

Users agree not to misuse this website, attempt unauthorized access, interfere with its operation, or use its content for unlawful purposes.

06 · Limitation of Liability

Nettworth Investment Services LLP shall not be liable for any direct or indirect loss arising from the use of this website or reliance upon its contents.

07 · Governing Law

These Terms & Conditions shall be governed by the laws of India. Any disputes arising from the use of this website shall be subject to the exclusive jurisdiction of the courts located in Bengaluru, Karnataka.

Contact

For questions regarding these Terms & Conditions, please contact Nettworth Investment Services LLP at support@nettworthinvest.com

Legal

Disclaimer

Nettworth Investment Services LLP

The information provided on this website is intended solely for general informational and educational purposes.

01 · No Advice

Nothing contained on this website constitutes financial, investment, legal, accounting, or tax advice. The information presented should not be considered a recommendation or solicitation to purchase or sell any financial product or security.

02 · Market Risk

Investments in mutual funds, equities, bonds, insurance products, and other financial instruments are subject to market risks. Past performance does not guarantee future returns.

03 · Independent Decisions

Visitors are encouraged to evaluate their own financial circumstances and consult appropriate professionals before making investment decisions.

04 · Accuracy of Information

While every effort has been made to ensure the accuracy of the information contained on this website, Nettworth Investment Services LLP makes no warranties regarding its completeness, accuracy, or reliability.

05 · Third-Party Links

This website may contain links to third-party websites for the convenience of users. Nettworth Investment Services LLP does not endorse or assume responsibility for the content, products, services, or privacy practices of such external websites.

06 · Limitation of Liability

Nettworth Investment Services LLP shall not be liable for any direct or indirect loss arising from the use of this website or reliance upon the information contained herein.

07 · Acknowledgement

By using this website, you acknowledge that any investment decisions are made solely at your own discretion and risk.