Top Wealth Management Startups in 2024

Digital financial services are only 1% finished, and we've built the team who will shape the future.

Currently we offer Alternative Investment Fund (AIF Category 3) to HNIs with investable amount 1 Cr+ as per SEBI norms. Investments are diversified in different asset classes like listed equity, equity derivatives (Options, Futures, Structured), pre-IPO equity, commodity, currency, gold and are based on recommendations by highly advanced Artificial Intelligence based models.

In terms of its investment philosophy, Vault believes in the importance of diversification and long-term investing. To achieve this, the company uses exchange-traded funds (ETFs) to build its portfolios, which offer low expense ratios and better performance compared to traditional mutual funds. Vault also recognizes that investing can be emotionally driven, and therefore works to help clients stick to their investment plan and maintain a long-term perspective. Vault’s product and service offering includes four core portfolios, which are tailored to different levels of volatility risk and return expectations, as well as personalized satellite investments through thematic portfolios. Overall, Vault aims to provide a high-quality, personalized wealth management experience to help clients reach their financial goals.