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About Welthr

A secure portfolio tracking portal for Indian and global investors — built for visibility, not trading.

Welthr helps individuals consolidate holdings across asset classes into one clear view — so you can understand allocation, performance, and net worth without juggling spreadsheets and broker PDFs.

Supported assets

  • Indian equities (NSE/BSE)
  • US equities
  • Mutual funds (AMFI scheme codes & NAV)
  • Public Provident Fund (PPF)
  • Employees' Provident Fund (EPF / PF)
  • Sukanya Samriddhi Yojana
  • Bank fixed deposits
  • Gold (SGB, physical, and other)
  • Cash and other long-term holdings
Clarity over complexity
See holdings, cost basis, P&L, XIRR, and allocation in one dashboard.
You stay in control
You record transactions manually. We do not connect to brokers or move money.
Privacy-conscious
Each account is isolated. Your data is not shared with other users.

What we are not

  • • We do not execute trades or hold securities.
  • • We do not provide personalised investment advice.
  • • We are not registered with SEBI as an investment adviser or research analyst.