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
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