Your money deserves to grow with you
Minimal effort. Maximum profit.
360° Wealth Management: Tracking • Human+AI Advisory • Execution
RBI, SEBI and DPDPA compliant
Traditional wealth management is broken.
High net worth bias, hidden fees, and limited technology create barriers for investors.
Traditional Wealth Management
Pivot.Money
Maximize your savings and reclaim your time!
Our one-stop solution brings together your equity advisor, mutual fund advisor, financial planner, portfolio manager, bank RM, insurance agent, and wealth manager — all seamlessly integrated into one easy-to-use app.
Premium financial strategy for everyone who's been overlooked
We learn your financial patterns and automate wealth creation
Your marriage has two people, your wealth has one—guess which matters more when you're gone. Your mutual funds don't have a nominee—they have a legal battle.
That 'free' advice costs you ₹1,000 every single day.
Breaking news: Local man discovers he's been funding his advisor's Europe trip for 5 years.
Tired of your Indian friends bragging about their 20%+ CAGR while you're struggling just to open NRI bank and demat accounts? You're one of the many NRIs choosing to skip India investments entirely because of tax compliance hassles—missing out on 20%+ returns while your money sits in 2% savings accounts.
7 apps, 23 passwords, ₹0 visibility on your actual wealth.
You know your PAN number by heart but not your net worth.
Your family's biggest inheritance - confusion and court dates.
You have 20 investments your spouse has never heard of.
Are you yet paying lakhs in fees for advice that Google gives for free?
AI beats your human advisor, but humans with AI beat everything.
Unlock up to 6% p.a. more growth on your net worth every year with our app — the ultimate one-stop-shop for holistic wealth management!
360° Wealth Management: Tracking • Human+AI Advisory • Execution
Our simple, smart, and safe onboarding process
Fully digital, paperless journey with consent-based data sharing
Step 1
Connect
Link all your financial accounts securely
Step 2
Analyze
We analyze your complete financial picture
Step 3
Optimize
Get personalized advisory
Step 4
Grow
Execute strategies and track progress
Bank-Grade security
We are Reserve Bank of India (RBI) and SEBI certified because your family's complete financial privacy is 𝗡𝗢𝗡 𝗡𝗘𝗚𝗢𝗧𝗜𝗔𝗕𝗟𝗘.
We’ve got the answers you’re looking for
Let Pivot.Money do the work so you can get wealthier.
Start your 360° wealth journey today