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Expert wealth advice for India's tech professionals.

A principled approach to long-term financial planning — grounded in preparation, not prediction.

Total Net Worth
Updated 0s ago
₹0
+₹90,22,527 (12%) since you started
● Concentration Alert
Tech Over-Exposure
Your tech equity is 58% of net worth. Peer median is 34%.
87th Percentile
Peer Benchmark
Savings Rate
Your rate: 31%
Peers: 24%
Liquidity Snapshot
Liquid
₹8.4L
Cash & savings
Quick Access
₹32L
Sellable 1–5 days
Medium Term
₹1.4Cr
Months to liquidate
Purpose over Profit · Preparation over Prediction · People over Products

The Four Pillars of Nettworth

Clarity

See the full picture

No guesswork. Every asset, every liability, every number — unified in one place so you always know where you stand.

Consistency

Steady hands win

Markets move. Discipline doesn't. We build habits and systems that compound quietly — through noise, volatility, and uncertainty.

Integrity

Your interest, always first

Commissions fully disclosed. Advice fully transparent. We succeed when you do — not before, and not at your expense.

Technology

Powerful technology. Human judgement.

Institutional-grade infrastructure, built for individuals. Technology handles the complexity so your advisor can focus on what matters.

The Platform

Your entire financial life,
in one place.

Most people have no idea what their real net worth is. Your mutual funds are on CAMS, your stocks on Zerodha, your real estate in a spreadsheet, and your RSUs in an email thread. We fix that. One dashboard. Everything connected. Always up to date.

See Everything, Finally

One number. Every asset. For the first time, you'll know your actual net worth — not a rough guess across five platforms and a spreadsheet.

Know What It Means

Data alone isn't enough. We surface what matters — concentration risks, tax inefficiencies, peer benchmarks — so blind spots don't become expensive mistakes.

An Advisor Who Acts On It

This isn't a dashboard you check once and forget. Your advisor reviews it, spots what needs attention, and calls you — before you even know there's a decision to make.

Getting started takes minutes

Simple as uploading a document

No complex integrations. No spreadsheets. No hassle.

01

Upload Your Documents

Share your statements, contract notes, and reports securely. CAMS, Zerodha, salary slips, insurance policies — anything works.

02

We Build Your Picture

Our platform extracts and organises your data automatically. Your advisor reviews it, adds context, and builds your complete financial picture.

03

See Where You Stand

Log in to your dashboard and see your full net worth, asset allocation, and personalised insights — all in one clean, clear view.

Your financial picture
is waiting.

Book a free discovery call and see your complete financial picture for the first time.

Book a Discovery Call →
Our Philosophy

Advice that puts your life first

Most advisors focus on selling products or beating the market. Our focus is different — we help clients build a financial system that supports their life goals.

Your Goals, Not Ours

We don't start with products — we start with your life. What do you want your money to do for you? That question shapes everything we recommend.

A Complete Financial System

Every client gets a personalised strategy covering investments, taxes, risk management, and long-term planning — not just a portfolio, but a full financial system built around your life.

A 20–30 Year Partnership

Our job isn't just to manage money. It's to be the person you call before making any major financial decision — and to help you make better choices over the next 20–30 years.

Simplicity is the ultimate sophistication

The smartest tech leaders use dashboards to run their companies. Why should their personal wealth be managed via email threads and PDFs?

At Nettworth, we believe the user experience of your wealth is just as important as the returns. A beautiful, unified interface leads to better behaviour, and better behaviour leads to generational wealth.

Explore Our Services →
Architectural Blueprint
Wealth Unified
Mutual Funds (India)
US Equity & RSUs
Venture Debt / AIF
Real Estate
Offshore Assets
How We Work

Three services. One relationship.

A complete financial system built around your life — not around products.

What We Do

Four hours a year. One per quarter.

That's all we need to keep your finances sharp, your taxes clean, and your wealth compounding.

The Problems We Solve

Real challenges. Practical solutions.

From building your first crore to structuring wealth across borders — we've seen it, and we know what to do.

Financial Planning

This is where real value is created

Goal-based planning — retirement, children's education, and more
Cash flow analysis and budgeting
Net worth tracking
Scenario analysis — best and worst case planning

Investment Management

This is the foundation

Portfolio construction — equity, debt, gold, alternatives
Asset allocation based on goals & risk profile
Mutual funds, ETFs, PMS, AIF, and direct equity selection
Global investing — US stocks & international funds
Portfolio rebalancing and performance tracking

Family Office Services

For UHNI clients — a step beyond traditional wealth management

Consolidated reporting across all assets
Legal & compliance coordination
Philanthropy advisory

Ready for Clarity?

Schedule a confidential 30-minute discovery audit.

Schedule Wealth Audit →
Asset Universe

The right product is the last decision.

We start with your goals. The products follow. Here's what we work with.

Core Investments

What most clients build wealth with

These are the instruments at the centre of almost every portfolio we build.

Mutual Funds

Professionally managed portfolios across equity, debt, and hybrid categories. We distribute regular plans — commissions are fully disclosed, always.

SIPTax SavingLiquidity

PMS & AIF

Bespoke Portfolio Management Services and Alternative Investment Funds for clients whose wealth has outgrown standard mutual funds.

BespokeCategory I–III

Insurance

Pure term and health insurance only. We never recommend investment-linked policies — ever. Coverage that does one job and does it well.

Term LifeHealthCritical
Additional Services

When your situation calls for more

Not every client needs all of these. We recommend them only when they genuinely fit your picture.

Gold & Silver

Physical and digital precious metals as a strategic inflation hedge. Sourced through MMTC PAMP for certified purity.

MMTC PAMPSGBDigital Gold

Home Loan Optimisation

Reduce your interest burden through smart prepayment strategies, balance transfers, and tax optimisation on your existing home loan.

PrepaymentBalance TransferTax Saving

Private Markets

Curated access to private equity, venture capital, and pre-IPO opportunities — usually reserved for institutional family offices.

PE/VCHigh GrowthPre-IPO
Our Origins

Born in Bangalore

We started in India's Silicon Valley to solve a specific problem: the mismatch between traditional banking and the needs of the modern tech professional.

The firm we wished we had

We noticed a recurring theme across Bangalore's startup ecosystem: leaders were building the future, but their own finances were stuck in the past.

Banks wanted to sell them insurance policies. Traditional brokers wanted them to day-trade. No one was talking about the real issues: ESOP taxation, cross-border compliance, and multi-generational wealth preservation.

We built Nettworth to be the firm we wished we had. A trusted distribution partner that treats your wealth with the same rigour you apply to your code or your business.

AMFI Registered & APMI Registered
Also an RIA
Commission-Based
Full Disclosure
Our Team

Built by people who've been there.

Rahul Krishnan
Rahul Krishnan, MBA
Managing Partner
Ex — Deutsche Bank · Equirus Family Office
Rahul has spent over a decade advising founders, CXOs, and high-net-worth families on their most important financial decisions. Along the way, he noticed a recurring gap — individuals creating substantial wealth were often the least prepared to protect it. He founded Nettworth to change that, bringing the rigour of institutional finance to personal wealth management, with advice that puts clients' lives ahead of profits.
Rohit Chikballapur
Rohit Chikballapur
Head IT & Strategy
Stanford University · Applied AI
Rohit is an entrepreneur with a technology leadership background. He has spent over a decade building technology and AI for enterprises. A career expat who has navigated cross-border tax situations for equity-based compensation, real estate, inheritance and visas across 4 countries — he has lived the precise challenges that Nettworth solves.
Get In Touch

Schedule Your Wealth Audit

A confidential 30-minute discovery session. We'll map your assets and show you exactly where opportunities are being missed.

Contact Nettworth

Let's engineer your wealth.

Whether you're looking to consolidate assets, plan an exit, or build a legacy — start with a conversation.

Office
WeWork 37, Cunningham Road,
Bangalore 560001
Email
support@nettworthinvest.com
Phone
+91 80 4000 2000
Request a Wealth Audit

🔒 Your data stays private. We never share or sell your information.

Request Received!
Our team will contact you within one business day to schedule your discovery audit.
Legal

Privacy Policy

Nettworth Investment Services LLP · Last updated: January 2025

Nettworth Investment Services LLP ("Nettworth", "we", or "us") is committed to protecting the personal information of our users. This policy describes how we collect, use, and safeguard your data when you use our website and services.

01 · Information We Collect

We collect information you provide directly — including your name, phone number, and email address when you register or contact us. We also collect usage data automatically, such as your IP address, device type, browser, and how you interact with our services.

02 · How We Use It

We use your information to provide and improve our services, communicate with you about your account or enquiries, send relevant updates with your consent, and comply with legal and regulatory obligations.

03 · Sharing Your Information

We do not sell your personal data. We may share it with trusted service providers who support our operations, where required by law, or in connection with a business transfer. All third parties are required to handle your data securely.

04 · Security

We use industry-standard safeguards to protect your information. No method of transmission over the internet is completely secure, but we take all reasonable precautions.

05 · Your Rights

You may request access to, correction of, or deletion of your personal data at any time by contacting us.

06 · Cookies

We use cookies to improve your experience and measure usage. You can manage cookie preferences through your browser settings.

07 · Minors

Our services are not intended for anyone under 18. We do not knowingly collect information from minors.

08 · Changes

We may update this policy from time to time. Continued use of our services constitutes acceptance of any changes.

Contact

For any privacy-related queries, write to us at support@nettworthinvest.com