Daulat Wealth

Daulat Wealth is a new-age, full-service private wealth management app built for
India’s wealth creators.

Whether you’re checking your portfolio over your morning coffee or reviewing your
long-term plan, the app gives you a clean, real-time view of everything you hold —
your mutual funds, insurance, fixed deposits, and NPS, all in one place.
We built this for the way our clients actually live. No noise, no clutter, no pressure to
act. Just a simple, secure way to stay close to your wealth, with your Daulat team
always a message away.

What you can do
* See your full portfolio in one place, updated in real time
* Track your mutual funds, insurance policies, fixed deposits, and NPS holdings
together
* Start an SIP, invest a lump sum, switch, or redeem from your mutual fund
portfolio
* Review detailed reports for tax filing, performance, and capital gains
* Stay updated through curated insights from the Daulat team
* Reach out to your relationship manager directly, whenever you need

Built for our clients, and those exploring what private wealth could feel like
If you’re already a client, the app brings everything together in one place. If you’re
exploring whether Daulat Wealth might be the right fit, you’re welcome to look around
and get in touch.

WHAT’S NEW

Welcome to Daulat Wealth.
This is our first release — a clean, single home for your mutual funds, insurance,
fixed deposits, and NPS holdings. Track your portfolio in real time, transact in mutual
funds, pull reports for tax season, and stay in close touch with your Daulat team.
We’ll keep refining the app based on what you tell us. If you spot something we can
improve, write to us at hello@daulat.co.in — we read every message.