Keep your broker. Finally understand your money.
FolioVault connects everything you already invest in — stocks, funds, FDs, gold — into one calm place to see what's really going on and what to do next. We never place a trade or touch your money.
You don't need another broker. You need to understand the ones you already have.
The problem was never access to markets — you have plenty of apps for that. The problem is clarity across them. FolioVault is the calm layer on top: bring what you already own, and finally see the whole picture in one place.
Bring what you have
Keep your broker, fund app, FDs and gold exactly where they are.
We make sense of it
One net worth, one allocation, one score — and what to look at next.
You decide & act
Make the move in your own broker. Your funds never move through us.
Works with what you already use.
Import your holdings or CAS statement today LIVE · secure read-only account connections SOON. We read your positions to show you the picture — we can never trade or move funds.
A credit score, but for your portfolio.
Your WealthScore is one honest number for how healthy your money really is — diversification, risk, fees and quality, rolled into a figure you can watch and improve. Check it, raise it, repeat. The habit that quietly makes you a better investor.
Your WealthScore, ready to post.
One tap turns your score into a clean, screenshot-ready card. It shows the number and a few anonymized stats — never your holdings, never a single rupee amount. Privacy-safe by default; brag-worthy by design.
What changed, why it matters, what to do.
The weekly digest
SOONOne calm summary a week — what moved, why, and the one thing worth a look. No pings, no panic.
Ask your analyst
SOONAn AI that has read your actual book — ask anything, get an answer in plain English.
Yes — banking is 31% of your equity, above a balanced 15–20%. Here's what we found; you decide what to do.
Money you're leaving on the table.
Real rupees you can reclaim without buying or selling a thing — by paying lower fund fees and not overpaying tax. We surface the move and hand you off to your broker. We suggest; you act; your funds never move.
Fee leak
SOONRegular plans quietly cost more than direct. We show the gap, in rupees, per year.
Tax leak
SOONSpot unused LTCG headroom and harvesting opportunities before March.
The antidote to refreshing your broker app.
Wealth is built over years, not checked ten times a day. FolioVault is built to be opened once a week, calmly — and to mark the moments that actually matter.
You crossed twenty-five lakh in net worth this month. Quietly noted — no confetti, just a moment that's yours.
Check once, with clarity.
A weekly rhythm instead of ten anxious glances a day. You'll know what changed and why — and then get on with your life.
Be the household CFO.
One private view across the whole family — you, your spouse, your parents. Consolidated net worth, one allocation, one health score. The clarity a family's money has always deserved.
Every asset, one vault.
Manual or imported, every asset class rolls up into one net-worth number, one allocation, one score. Rupees, NSE/BSE prices, MF NAVs and gold — measured the way Indian portfolios actually work.
We never touch your money. We never sell your data.
FolioVault is read-only by design — your funds stay with your broker, always. No ads, no data selling, ever. Your portfolio can live in your own database: connect your private Supabase and you hold the keys.
Join the founding members.
FolioVault is in private preview. We're onboarding a small group of investors first, in limited batches — so the experience stays calm and the feedback stays close.
We're just getting started.
- ✓Holdings & net worth
- ✓Allocation & P&L
- ✓ News + sentiment
- WealthScore
- Import & CAS
- Multi-asset & live prices
- Fee & tax finder
- Weekly digest & AI analyst
- Shareable score card
- Read-only broker connect
- Household view & goals
- Mobile PWA