Virasat

Virasat provides comprehensive wealth oversight for Indian families managing diverse assets across multiple platforms. Key features include: * Smart data import from CDSL statements * Consolidated tracking across all brokers and asset classes * Family portfolio aggregation for combined net worth * Specialized agents for various asset classes * Market intelligence and insights This platform simplifies the complex task of managing a family's financial holdings, bringing together mutual funds, fixed deposits, EPF/PPF/NPS, real estate, gold, and other investments into a single, intuitive view. It eliminates the need to manually track accounts across different banks and brokers, offering a unified dashboard that provides clarity on overall financial health. Virasat is designed for Indian families who need a clear, real-time understanding of their complete wealth picture. It helps in making informed financial decisions, optimizing investments, and ensuring that generational wealth is properly accounted for and managed. The platform helps identify overlooked assets or expiring fixed deposits, preventing potential losses or missed opportunities. Users can also gain insights into their spending via expense tracking.