Shares with three brokers, funds in two countries, a flat in Dubai and an ISA in London, across four family members. Wealth Plus reads the statements, works out gains and returns, and shows the whole family together, in the currency you choose.
Indian investments work today. Other countries, currencies and Fintech AI are coming next. Already a customer? Sign in
Mehta family · net worth
US$313,276 ₹2,63,15,138 AED 1,150,504 £247,488
US$4,180₹3,51,120AED 15,351£3,302 this monthLive today
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Brings your data in from
Whether everyone lives in one city or the family is spread across India, Dubai, London and New York, Wealth Plus puts every member's investments in one view.
You, your spouse, parents and children, with shares, mutual funds, bonds and F&O across several brokers. One family total, each member's portfolio, capital gains in ITR format, and a login for whoever wants one.
For families in IndiaParents' shares in Mumbai, your savings in Dubai, a child's ISA in London. Every member's holdings, each in its own currency, with one family total in the currency you choose and tax reports for each country.
See WorldwideYour Indian demat and mutual funds in view from anywhere, with the family back home.
For NRIsTotals in dirhams, with what you hold in India, the US and the Gulf side by side.
For the GulfUS shares and ETFs next to everything else the family owns, in dollars.
For the USISAs, pensions and funds in pounds or euros, handled under GDPR.
For the UK and EuropeIndian investments work today, wherever you live. Tell us where you are and we'll invite you as your country opens.
Wealth Plus keeps one record of your trades and converts it into the report each country's return asks for, with the right tax year, currency, dates and rules.
Example: one sale, four countries
50 shares of Example Corp bought 18 March 2024, sold 24 November 2025, gain US$3,500
ITR · Schedule CG · FY 2025-26 Live today
| Asset | Bought | Sold | Sale value | Cost | Gain | Type |
|---|---|---|---|---|---|---|
| Example Corp (foreign) | 18-03-2024 | 24-11-2025 | ₹10,50,000 | ₹7,56,000 | ₹2,94,000 | Short term |
Form 8949 · Part II (long term) → Schedule D · 2025 Coming soon
| (a) Description | (b) Acquired | (c) Sold | (d) Proceeds | (e) Cost basis | (h) Gain |
|---|---|---|---|---|---|
| 50 sh Example Corp | 03/18/2024 | 11/24/2025 | $12,500.00 | $9,000.00 | $3,500.00 |
Self Assessment · Capital gains summary (SA108) · 2025-26 Coming soon
| Disposal | Date | Proceeds | Allowable costs | Gain |
|---|---|---|---|---|
| 50 Example Corp shares | 24/11/2025 | £9,875.00 | £7,110.00 | £2,765.00 |
Gains statement for your records · 2025 Coming soon
| Holding | Sold | Proceeds | Cost | Gain |
|---|---|---|---|---|
| 50 Example Corp shares | 24/11/2025 | AED 45,906.25 | AED 33,052.50 | AED 12,853.75 |
Example figures at sample exchange rates. Each country sets its own conversion rules; Wealth Plus is not tax advice, so check your return with a tax adviser.
Early access
Our own AI model, built for investments, not a general chatbot. It reads your statements, analyses the family's portfolio and explains gains and tax, with every figure traced back to your records.
Live today
Upload one note, a whole folder for many clients, or the broker's zip with the ledger and holding statement. Every note is checked against its own totals, and anything that doesn't match the broker's ledger is listed for you.
Live today for India
Short and long-term gains on every sale, first in first out, with the 31 January 2018 rule for older Indian shares, in the format the Indian return asks for. Tax reports for other countries will follow as each country opens.
| Type | Sales | Gain |
|---|---|---|
| Short term, equity | ₹4,85,200 | ₹38,640 |
| Long term, equity | ₹12,40,000 | ₹2,16,900 |
| Debt funds | ₹3,00,000 | ₹21,180 |
ITR format ready
Everything your family owns, wherever it is, from one login. Each member can have their own login and see only their part.
Run every client family from one office login, in India, the Gulf or anywhere. Your logo on every statement, logins for each client, and a record of who changed what.
Wealth Plus only reads. It cannot place an order, move money or change anything with your broker or bank.
India's ITR format works today. The US Form 8949 and Schedule D, the UK capital gains summary and the UAE gains statement are coming next. See how each works.
Indian shares, ETFs, mutual funds, bonds and F&O work today, wherever you live. Investments in the UAE, US, UK and Europe, and totals in other currencies, are coming next. Join early access to be invited as yours opens.
No. You upload the statements and contract notes your broker already sends you, or an Excel or MProfit export. Wealth Plus never asks for a broker or bank password.
No. Wealth Plus Fintech AI analyses and explains your own investments. It does not give investment advice or recommendations.
It depends on the family, the countries and whether you're an advisory firm. See the plans or talk to us.
Indian investments work today. Join early access for other countries, currencies and Fintech AI as they open.