AI-Powered Wealth Management

Your AI
Wealth Coach

Portfolio tracking, tax-loss harvesting, SIP optimization, and goal planning — all powered by AI that understands your money.

Total Portfolio Value

₹24,52,000

+14.2% XIRR
Equity60%
Debt25%
Gold10%
Cash5%

AI Insight

Tax harvesting opportunity: Sell HDFC Mid-Cap for ₹18,400 short-term loss, reinvest in similar fund to save ₹5,700 in taxes.

₹2,000Cr+

Assets Tracked

50,000+

Investors Trust Us

2.3%

Avg. Better Returns

Powered by AI

Everything Your Money Needs,
One Intelligent Platform

Six AI agents work together to track, optimize, and grow your wealth — automatically.

AI Portfolio Tracker

Every investment in one view. MFs, stocks, FDs, NPS, PPF, gold — consolidated with real-time NAVs and XIRR calculations.

Smart SIP Optimizer

AI adjusts your SIPs based on goals, market conditions, and P/E ratios. Step-up when markets dip, scale back when overheated.

POPULAR

Tax Harvesting Agent

AI finds tax-saving opportunities you're missing. Auto-identifies short-term losses, suggests ELSS investments, and optimizes your 80C deductions.

Goal Planner

Retirement, children's education, house purchase — AI models your path with inflation-adjusted projections and monthly savings targets.

Market Intelligence

AI reads 1,000+ sources daily and tells you what matters for YOUR portfolio. No noise — only actionable insights relevant to your holdings.

Risk Rebalancer

AI alerts when your allocation drifts from target. Get risk-profiled rebalancing suggestions with one-tap execution recommendations.

Natural Language AI

Just Ask
MoneyCamp

Talk to your money like you'd talk to a financial advisor. Ask anything in plain English or Hindi — MoneyCamp's AI gives you personalized, data-driven answers in seconds.

"How much do I need to save monthly to retire at 50?"

"Which of my MFs are underperforming their benchmark?"

"Should I break my FD early given current MF returns?"

M

MoneyCamp AI

Online

Should I increase my SIP in Nifty 50 index fund?

Based on your portfolio analysis:

Current allocation: Nifty 50 is 18% of equity — below your 25% target

Market P/E: 21.3x — near historical average, reasonable entry

Goal timeline: Retirement in 22 years — long horizon supports equity

RECOMMENDATION

Increase SIP by ₹5,000/month to reach target allocation. Consider step-up SIP with 10% annual increment.

How It Works

From zero to AI-managed wealth in under 5 minutes.

1

Link Your Accounts

Connect your demat, MF, bank, NPS, and PPF accounts securely via read-only access.

2

AI Analyzes Everything

Our AI scans your entire portfolio — returns, risk, tax impact, goal alignment, and benchmark performance.

3

Get Recommendations

Receive personalized, actionable insights — SIP adjustments, tax harvesting, rebalancing alerts, and more.

4

Grow on Autopilot

AI continuously monitors and optimizes. You get wealthier while spending less time managing money.

Built on AWS

Enterprise-grade infrastructure powering AI that manages your wealth. Bank-level security, infinite scalability.

Bedrock

Foundation Models

SageMaker

ML Predictions

Lambda

Serverless Compute

Comprehend

NLP Analysis

S3

Data Storage

RDS

Database

CloudWatch

Monitoring

CloudFront

Edge Delivery

Who It's For

Whether you're starting out or managing crores, MoneyCamp scales with you.

Young Professionals

Starting your investment journey? AI guides you from your first SIP to building a diversified portfolio. No jargon, just clear actions.

HNI Investors

Managing a large portfolio across asset classes? AI consolidates everything, finds hidden tax opportunities, and ensures optimal allocation.

Financial Advisors

Manage client portfolios at scale. AI co-pilot generates insights, reports, and recommendations — so you can serve 10x more clients.

Meet the Team

AB

Arun Bansal

Founder & CEO

15+ years in tech, cloud infrastructure & investing. Building the AI wealth coach India deserves — combining deep tech expertise with a passion for democratizing financial intelligence.

Start Growing Your Wealth
With AI Today

Join 50,000+ investors who let AI handle the complexity. Early access is free — your future self will thank you.

Free during beta. No credit card required. SEBI-compliant.