Wealth Infrastructure Built
for Scale, Speed & Safety
Three pillars — Experience, Intelligence, and Infrastructure — delivering over 50 configurable modules across every dimension of modern wealth management.
Three Pillars, One Unified Platform
AmaraWealth is designed as three tightly integrated layers — each independently strong, exponentially powerful together.
Experience Layer
Investor-facing apps — mobile, web, white-label. Digital onboarding, KYC, goal builder, portfolio tracker, RM dashboard, and LifeQuest journeys.
Intelligence Layer
AI Co-Pilot, risk profiling engine, nudge engine, recommendation system, portfolio analytics, predictive portfolio health scoring, and SEBI-registered research.
Infrastructure Layer
Order management, fund aggregation, payment rails, SEBI/MCA reporting, compliance engine, API gateway, audit logging, and SLA-backed uptime.
Pick What You Need. Leave What You Don't.
Every module is independently deployable. Build a minimal MVP or a full-stack wealth platform — the architecture supports both.
Digital Onboarding
Video KYC, PAN/Aadhaar verification, eSign, bank account linking — resident and NRI flows.
Module details →AI Advisory
Rule-based + ML recommendation engine driving product selection, rebalancing, and proactive nudges.
Module details →Product Marketplace
10,000+ MF schemes, FDs, bonds, NPS, PMS, insurance — with live pricing, ratings, and fund data.
Module details →Portfolio Analytics
XIRR, P&L, absolute returns, asset allocation view, historical comparison, consolidated eCAS.
Module details →Goal Planning Engine
Pre-built + custom goals linked to investment tranches — with SIP calculator, milestone tracking, and shortfall alerts.
Module details →RM Dashboard
Relationship manager CRM — client 360, recommended actions, portfolio health, SIP calendar, AUM tracking.
Module details →Three Ways to Deploy AmaraWealth
API / Embedded
Pure API integration — wealth capabilities embedded into your existing product. Fastest to market. No new apps required.
Embedded solution →White-Label App
Fully branded consumer app — your design, your logo, your domain. AmaraWealth powers the back-end invisibly.
Most popular ↗On-Premise / Dedicated
For banks and regulated entities requiring data sovereignty — full platform deployed within your own cloud environment.
Talk to our team →The Next Generation of Wealth Users — Starting Young
AmaraWealth's LifeQuest platform brings financial literacy and supervised investing to students aged 5–17. LifeQuest Plus continues the journey for 17+ adults, women, and first-time investors — creating lifetime platform stickiness from childhood to retirement.
Build Your Wealth Platform
on AmaraWealth
Talk to our solutions team and design the right combination of modules, deployment model, and product configuration for your business.