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WealthCues
AR

Accounts

Accounts

12 accounts across 9 institutions. 7 connected, 5 kept up to date by you.

Cash and bank

₹18.5 L

Investments

₹1.32 Cr

Liabilities

₹38.5 L

Net worth

₹1.84 Cr

Employees’ Provident Fund has not updated recently — EPFO publishes balances with a lag. Last passbook entry: 30 Jun 2026.

Cash and bank

₹18.5 L available

HDFC Savings

HDFC ···· 4821

₹6.2 L

Connected13 hrs ago

ICICI Savings

ICICI ···· 7310

₹4.3 L

Connected13 hrs ago

Axis Salary Account

Axis ···· 2094

₹2 L

Connected13 hrs ago

HDFC Fixed Deposit

HDFC ···· 5567

₹5.5 L

Manual3 days ago

Paytm Wallet

Paytm ···· 9910

₹50 K

Manual2 days ago

Investments

₹1.32 Cr across brokerage, mutual fund and retirement accounts

Zerodha Demat

Zerodha ···· 9021

₹54.6 L

Connected12 hrs ago

Kuvera Mutual Fund Folio

Kuvera ···· 3364

₹53.4 L

Connected12 hrs ago

Employees’ Provident Fund

EPFO ···· 0117

₹16 L

Manual30 Jun 2026

NPS Tier-I

NPS ···· 8842

₹8 L

Connected21 hrs ago

Liabilities

₹38.5 L outstanding

SBI Home Loan

SBI ···· 4402

−₹31.2 L

Manual8 days ago

HDFC Car Loan

HDFC ···· 8815

−₹5.4 L

Manual6 days ago

HDFC Infinia Credit Card

HDFC ···· 3391

−₹1.9 L

24% of a ₹8 L limit

Connected13 hrs ago

Automatic account connections

WealthCues is built so an aggregator — Account Aggregator in India, or Plaid, Yodlee, MX and FinBox elsewhere — can populate these accounts directly. The provider interface sits behind the same account model you see here, so connected and manual accounts behave identically everywhere else in the product. Automatic connections are not enabled in this demo.

Assets tracked by value

Things without a balance or a ticker.

2BHK Apartment, Baner, Pune

Let out at ₹22,000 per month. Valuation is your own estimate — update it when you get a fresh one.

₹72 L

Your estimate

WealthCues gives you information and decision support. It is not financial, investment, tax or legal advice.