Smart Gateway to Wealth Creation.
Wealthdoor Invest makes wealth-building accessible with goals-based investing and hyper-personalized portfolios.
Whether it’s a home, education, or travelling, our app turns dreams into reality, tailored to your values and goals.
Financial Planning for All
Turn Dreams Into Goals, and Goals Into Results
Wealthdoor Invest helps you achieve your aspirations through goals-based investing. Our platform builds hyper-personalized portfolios based on your objectives, risk tolerance, time horizon, and financial profile. Powered by advanced algorithms, we optimize and rebalance your portfolio for tax efficiency and alignment—keeping you on track toward milestones like retirement, homeownership, or education.
How it works?
Your Path to Wealth in 3 Steps
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Tell Us Your Goals: Answer a quick quiz about your dreams, risk tolerance, time horizon and values.
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Get a Personalized Plan: Our AI powered portfolio engine builds a low-cost portfolio tailored to your goals and timeline.
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Track and Grow: See your progress with real-time updates and smart rebalancing.
How the App Works
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Tell Us About You
Complete a short questionnaire about your financial goals, risk tolerance, time horizon, and income.
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Get a Personalized Portfolio
Our AI engine designs a diversified portfolio of low-cost ETFs tailored to your unique profile.
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Smart Rebalancing
We monitor and adjust your portfolio to stay aligned with your goals, minimizing taxes through strategies like tax-loss harvesting.
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Track Your Progress
Access real-time insights via our mobile app or web platform to see how your investments are performing.
Contact Us
Stay in touch to receive updates.
