Your AI-powered wealth team. We find hidden savings across your finances and help you grow that money with a personalized wealth plan. All for a simple subscription - no commissions, ever.
High Interest Home Loan
Suboptimal Investments
Missed Tax Savings
If you're not managing crores, access to unbiased, expert financial advice simply doesn't exist. You're either ignored by private wealth firms or trapped with bank relationship managers pushing products for commission.
This leaves India's ambitious growing professionals and households to navigate a complex financial world alone. We built Yuktam because it's the conflict-free, accessible partner we always wished we had.
You are used to getting conflicting advice from different sources, get mis-sold products, and navigate conflicts of interest. Not anymore. Yuktam's fiduciary platform handles everything like a real family office.
No rate comparison, stuck with high loan rates
High expense ratios, commission-driven advice
Missed deductions, no optimization
Mis-sold policies, overlapping coverage
Outdated wills, no coordination
High interest rates, missed rewards
Hidden costs from fragmented advice
From unified, fiduciary approach
From connection to optimization in just 3 days. Our AI does the heavy lifting while you focus on what matters most to your family.
Connect your bank accounts, loans, and investments through RBI-approved Account Aggregator framework.
Your data is protected by the same security standards as your bank. We never see your passwords or PINs.
In the old way, 12,000+ complaints were filed.
In 2024, 12,000+ complaints were filed with SEBI for mis-sold financial products alone. The trust deficit is real.
General Manager at Adani Group
Mumbai
I thought I had my finances figured out - until Yuktam AI showed me I was leaving ₹2.1 lakhs on the table every single year. My home loan rate was 1.2% higher than what I actually qualified for, and I was paying unnecessary fees on regular mutual funds.
Within weeks, they helped me refinance my loan and switch to direct funds. But here's what truly blew me away: complete transparency. No commissions, no hidden agendas, no pushing products I don't need. Just pure, data-driven optimization that works in my favor.
As someone who makes decisions based on data at work, I finally found a financial partner that does the same. This isn't just about savings - it's about having someone on your side, not someone trying to sell you something.
A comprehensive AI-powered wealth management platform that finds hidden savings across your finances and helps you grow your money with personalized advice.
Pay monthly, cancel anytime
We've built a different kind of wealth management platform—one that's accessible to everyone, not just the ultra-wealthy.
Traditional wealth managers charge 1-3% AUM fees because they need expensive human advisors for every client interaction.
Our AI does 90% of the work, we only need humans for complex cases. This dramatically reduces our costs.
We built this to be accessible, not exclusive. Everyone deserves professional wealth management, regardless of their portfolio size.
Calculate how much you could save through loan refinancing and tax optimization with our AI-powered wealth management.
Outstanding home loan principal amount
Your current home loan interest rate
Potential new rate after refinancing
Combined household income before tax
Annual 80C, 80D, and other deductions
Free detailed analysis • No credit check • Results in 24 hours
I was skeptical about AI managing my finances, but Yuktam identified tax-saving opportunities I never knew existed. Saved ₹85K in the first year alone!Rahul GuptaMarketing Manager @ Amazon India
Yuktam found that my home loan rate was 1.2% higher than what I qualified for. They helped me refinance and switch to direct mutual funds. The savings are real!Priya SharmaSenior Software Engineer @ Razorpay
As a working mother, I don't have time to constantly monitor my finances. Yuktam's AI does it for me. It caught an insurance policy I was overpaying for.Anita ReddyProduct Manager @ Flipkart
The best part? Everything is automated. I get alerts when better rates are available. It's like having a personal CFO for ₹4,999 a year.Arjun MehtaTech Lead @ Microsoft
What impressed me most was the transparency. No hidden fees, no commission-based advice. Just pure optimization based on data.Kavya NairData Scientist @ Google
Yuktam helped me optimize my investment portfolio and found better SIP options. My returns improved by 2.3% without any extra effort from my side.Siddharth PatelProduct Designer @ Uber
I was paying way too much in mutual fund expense ratios. Yuktam showed me how to switch to direct plans and save ₹1.2L annually. Game changer!Neha KapoorEngineering Manager @ Meta
The family financial planning feature is amazing. It shows exactly how much we're saving for our daughter's education and our retirement goals.Vikram SinghVP Engineering @ Paytm
Finally, a wealth management tool that doesn't try to sell me products. Yuktam just optimizes what I already have. Saved ₹2.1L in the first year!Riya AgarwalFounder @ StartupXYZ
Join thousands of families who are already building wealth with Yuktam. Start your journey today with a free wealth audit—no credit card required.