Six asset classes — mutual funds, Indian & US equities, fixed income, real estate, and more — unified in one platform. Our Tax Copilot identifies harvest opportunities and LTCG windows before you file.
See the exact tax saving from every position before you sell. Harvest losses to offset gains. Know when to hold 12 months for LTCG benefit. We calculate it all — live, updated daily.
Artha knows your entire portfolio — every asset, every transaction, every return. Ask in plain English and get precise, data-backed answers in seconds.
Artha's daily insight engine surfaces what you'd miss — sector overconcentration, XIRR drift, benchmark gaps, and LTCG windows closing on your holdings.
See which holdings are entering LTCG windows, which quality names are at significant discounts, and exactly how much of your ₹1.25L LTCG exemption remains this FY.
We track your wealth. We cannot touch it. Velthian has zero access to your broker, your bank, or any account that can move money.
We never request credentials that can place orders or move money. Velthian is a tracker — we see your holdings and nothing else.
You enter your portfolio data manually. We never ask for broker logins, API keys, or any access to your trading or bank accounts.
Every sign-in is verified via a one-time code sent to your registered email. No password-only access to your wealth data.
Data encrypted at rest (AES-256) and in transit (TLS 1.3). Passwords are one-way hashed with bcrypt — unreadable even to us.
Export your full holdings history at any time. Request account deletion and we retain nothing afterwards. Your data follows your decision.
We do not share, sell, or monetise your financial data with any third party — ever. Your wealth data belongs exclusively to you.
Free during Early Access. Lock in your Pro rate when we launch.