Your Wealth,
Always Visible.
Real-time portfolio analytics, institutional research access, and AI-powered wealth intelligence — all in one secure, beautifully designed platform.
Total Portfolio Value
₹12,84,50,000
18.7%
IRR
1.84
Sharpe
-6.2%
Max DD
Everything You Need,
In One Place
Portfolio Analytics
Real-time portfolio breakdown, performance attribution, and risk metrics across all asset classes.
47
Holdings
8
Asset Classes
Risk Dashboard
Comprehensive risk monitoring — VaR, correlation matrix, drawdown analysis, and stress testing.
3.2/10
Risk Score
-6.2%
Max DD
Performance Monitoring
Benchmark-relative performance, XIRR tracking, and detailed return attribution over custom periods.
+18.7%
YTD Return
+6.4%
vs Nifty
AI Intelligence Feed
Personalized market insights, portfolio alerts, and opportunity signals powered by proprietary AI models.
12
Daily Signals
78%
Accuracy
Research Access
Exclusive access to Shethia Capital research library — sector reports, macro intelligence, and investment ideas.
200+
Reports
Weekly
Updated
Document Vault
Secure, encrypted storage for all investment documents, reports, tax statements, and compliance records.
156
Documents
2.4 GB
Storage
Portfolio Growth
Simulator
Model your wealth journey with institutional-grade projections. Adjust parameters to see how disciplined investing compounds over time.
* Projections are illustrative only. Past performance does not guarantee future results. Consult a qualified advisor before investing.
Projected Wealth
₹0
Total Invested
₹1.7Cr
Wealth Gained
₹0
Wealth Growth Projection
10-Year HorizonWealth Multiplier
0.0x
Return on Investment
+-100%
Enterprise Security
Your data is protected by institutional-grade security infrastructure.
Built for the
Discerning Investor
The Shethia Capital platform is not a generic wealth app. It is a purpose-built institutional intelligence layer designed for clients who take their wealth seriously.
Request Portal AccessMobile-First Experience
Full portal functionality on iOS and Android. Monitor your wealth on the go with the same institutional-grade experience.
Intelligent Alerts
AI-powered portfolio alerts for rebalancing opportunities, risk breaches, market events, and personalized insights.
Secure Messaging
Direct, encrypted communication with your Shethia Capital advisor. Discuss opportunities, share documents, get answers.
Client Reporting Suite
Customizable performance reports, tax summaries, and portfolio statements — generated on-demand or scheduled automatically.
Ready to Experience
Institutional Wealth Management?
Join the select group of clients who trust Shethia Capital with their most important asset — their wealth.