Mutual Fund Advisory

Generate alpha. Not just returns.

Wint Wise helps you understand what's holding your portfolio back, and where you can improve. Every insight is backed by data and reviewed by a fiduciary committee.

AK
RM
SS
PK
22 lakh+ investors trust the makers of Wint
Wint Wise asset overview
AllocationOptimal
Equity 48%Debt 22%Hybrid 16%
Rebalance4 actions
Debt · FD/RDSell ₹20.5k
SBI MidcapSwitch
Tax saved+₹18,400
est. this FY
Funds analysed
1,000+
Trusted investors
22 lakh+
Bonds placed
₹8,500 cr+
Direct mutual fund plans
1-click rebalance
Read-only CAS
Tax-aware decisions
Fiduciary advisory only
Human-first guidance
No commissions
Expert fund analysis
Direct mutual fund plans
1-click rebalance
Read-only CAS
Tax-aware decisions
Fiduciary advisory only
Human-first guidance
No commissions
Expert fund analysis
The privileges

Four principles. Zero compromise.

Every recommendation Wint Wise generates is filtered through the same fiduciary lens, written into the platform, not bolted on.

01

Research-backed rebalancing

Research-backed rebalancing with a human touch.

02

Personalised insights

Calibrated to your risk profile, goals and horizon.

03

Tax-aware suggestions

STT, exit loads and LTCG priced into every action.

04

No personal agenda

Zero commissions. We earn only when you earn.

Why we are different

Built to outperform.
Engineered to be fair.

Three pillars sit underneath every model portfolio: deep human review, mechanical discipline against the benchmark, and a fee model that aligns us with your returns.

Pillar 01Human-first

A committee, not a chatbot.

Real experts, not algorithms, review every model portfolio before it ships. Human-first guidance backed by data.

AK
RM
SS
Our team · committee
Review cadence
Weekly · pre-quarter
Approach
Deep fund screeningHuman reviewData-backed insights
Pillar 02Outperform

Beat the market.

Filtered out underperforming direct plans. Benchmarked against market performance.

vs benchmark
Wint Wise model Benchmark
Pillar 03Unbiased

No commissions. No agenda.

Direct plans only. Zero distribution income. Our fiduciary duty is aligned with your growth.

Revenue from commissions
₹0
Fee-only · annual
Product

An advisory desk that fits in a single tab.

Four screens. Every action priced, every recommendation explainable. No portfolio assistant, no robo-advisor. Just a committee in your pocket.

01

Asset overview

Connect your CAS and Wint Wise auto-classifies every holding by allocation, risk band and exit penalty.

02

Health report

Every fund is graded against benchmark, expense ratio, manager tenure and fund-house consistency.

03

1-click rebalance

Drift, tax-loss harvest and direct-plan switch decisions are bundled into one queue you approve.

04

Advisory desk

A real analyst, not a chatbot, replies to your portfolio questions.

PORTFOLIO HEALTH22 records
Sell 4Watch 3Hold 10Buy 5
YTD ALPHA
+8.4%
TAX SAVED
₹18.4k
ALLOCATIONOptimal
Equity 48%Debt 22%Hybrid 16%Cash 14%
Wint Wise app
REBALANCE QUEUE4 actions
Debt FD / RD / Bonds
₹20.54k
Sell
SBI Midcap Direct Gro.
Save 0.6% TER
Switch
ELSS ICICI
₹12k tax
Buy
+3.2%alpha
Why trust us

From the makers of Wint.

Built by the team trusted by 22 lakh+ retail investors and backed by some of India's most respected fintech founders.

Funds analysed
0+
deep-screened by the committee
Trusted Wint users
0 lakh+
fiduciary bond and fund investors
Bonds placed
0 cr+
under trusted management
Backed by

Some of the best names in finance.

Four founders who built the rails for India's modern investing, now backing the next chapter.

01
Pravin Jadhav
Founder, Dhan
02
Kunal Shah
Founder, Cred
03
Lalit Keshre
Co-founder, Groww
04
Nithin Kamath
Founder, Zerodha
Pravin Jadhav, Kunal Shah, Lalit Keshre, Nithin Kamath
FAQs

Yes. You can import your CAS in seconds. We use read-only access. Wint Wise never moves your money or holds custody.

Yes. Wint Wise provides regulated model portfolio suggestions under a fiduciary advisory framework. Your assets stay entirely within your existing broker accounts.

Unlike platforms that push high-commission regular plans or rely on simplistic robo-advisors, Wint Wise blends real human expertise with data-backed analysis. We recommend strictly direct mutual funds.

No. Wint Wise operates strictly under a non-discretionary advisory framework. We suggest optimal strategic allocations and edits. You execute them in 1-click at your preferred broker.

Yes. Please write to us at support@wintwealth.com and our team will assist you.

Wint Wise uses automated, read-only parsers on your CAS. We never share, sell, or monetize your data.

Get inside

Build better habits with less effort.

Track what matters, stay organised, and improve at your own pace. Wint Wise operates seamlessly beneath your fingertips.

Scan to download Wint Wise
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Wint Wise on iPhone
Live
₹30.40L · +0.42%
Rebalance
4 actions queued
Tax saved
+₹18,400