Manage wealth with clarity and confidence
MDesk brings your equities, mutual funds, bonds and alternative assets into a single elegant dashboard — with real-time analytics built for individual investors and professional wealth managers alike.
₹2,400 Cr+
Assets tracked
45,000+
Investors onboarded
99.9%
Platform uptime
Total Portfolio Value
₹84,52,310
Equities
62%
Mutual Funds
24%
Features
Everything you need to manage wealth
A single platform that scales from your first mutual fund to a multi-crore diversified portfolio.
Real-time Portfolio Tracking
Consolidated view of equities, mutual funds, bonds and alternates with live price updates and performance history.
Asset Allocation Insights
Visualize diversification across asset classes, sectors and geographies to keep risk aligned with your goals.
Goal-based Planning
Map investments to life goals like retirement or education and track progress with projected timelines.
Smart Alerts
Get notified on rebalancing opportunities, dividend payouts, and significant portfolio movements.
Bank-grade Security
Secure sign-in powered by Single Sign-On (SSO) with encrypted data storage and granular access controls.
Built for Advisors
Wealth managers can oversee multiple client portfolios from a single, unified command center.
Pricing
Plans for every kind of investor
Start free, upgrade as your portfolio grows, or bring your entire advisory practice on board.
Ready to take control of your wealth?
Join thousands of investors and wealth managers who trust MDesk to power their portfolio decisions.