Close the gap
Professional-grade tracking, comparison and planning shouldn't need a professional-sized portfolio.
Slowly, with heat and pressure, one disciplined strike at a time. That's the idea behind the name, and behind everything we build.
Founder · Wealthsmith
An illustration, not a portrait. The work should speak louder than the face.
I build technology for the investment industry, and I've spent enough time around it to see a stubborn gap: institutions have models, research and process; most individual investors have a spreadsheet, a group chat and a hunch.
Wealthsmith is my attempt to narrow that gap. Take the discipline that's normally locked inside big firms, and put it in a tool an ordinary investor can actually use.
Wealthsmith (India) at wealthsmith.co.in is an independent venture founded by Bhavy Bhatia. It is not affiliated with any other company or firm that uses a similar name. Views expressed here are the founder's own.
Professional-grade tracking, comparison and planning shouldn't need a professional-sized portfolio.
Markets are loud. Good decisions are quiet, built on your real holdings, your real goals and numbers you can verify.
Let software do the tireless work: tracking, flagging, comparing. Keep human judgement where it belongs.
Every Wealthsmith plan goes through the same five stages, the way metal does.
Bring scattered holdings together: stocks, mutual funds, gold and US assets in a single view.
Turn the raw data up: returns, risk, overlap and benchmark comparison, all in the open.
Shape the plan around your goals and your tax position, not around a product someone wants to sell.
Test it against history before trusting it. Strength comes from surviving the quench.
A clear plan you understand, and can keep improving as life and markets change.
We don't guess the market. We build habits and rules that work whichever way it goes.
Fees, methods and assumptions in plain sight. If we can't explain it, we don't ship it.
Built with privacy as a starting point, not a settings page.
Every rupee saved in fees is a rupee that compounds for you. We keep that front and centre.
Technology handles the heavy lifting. People handle the judgement calls.
Questions, ideas, or just want to talk markets and technology? I read every message.