Unified net worth

0 Cr

▲ 11.2% this year

Goal readiness

0%

Retirement · on track

💡

Clue found

Insurance overlap across 2 policies

🔍

Protection gap

Cover short by ₹42L for your goals

Idle money

₹3.1L sitting in savings for 9 months

Personal wealth intelligence · Coming soon

Your wealth has clues. We help you find them.

Incues turns the paperwork of your life — bank statements, investments, insurance, tax records, property documents — into one clear, unified picture of your wealth. And then tells you what it means.

Your documents never leave your control. Privacy · Security · Always

One home for every financial document you own

How it works

From paperwork to clarity, in three moves

Like any good detective, Incues starts with the evidence you already have.

01

Consolidate

Bring every account, statement and policy — across banks, brokers and insurers — into one secure place.

02

Map

Incues charts your assets, liabilities, income and obligations — a complete atlas of where your money lives.

03

Reveal

Health scores, goal readiness and hidden gaps surface as clear, actionable insights — clues, decoded.

What surfaces

Insights that float up to meet you

You don't dig through dashboards. The important things rise to the top on their own.

Wealth visibility

Your complete financial position — every asset and liability — in a single, live overview.

Goal-based planning

Retirement, education, a home — see exactly how ready you are for each goal, and what closes the distance.

Risk & protection checks

Find under-insurance, policy overlaps and protection gaps before life finds them for you.

Retirement & wealth gaps

Quantifies the gap between the future you're funding and the future you're planning — while there's time to fix it.

Progress tracking

Watch your financial health improve month over month, with milestones that actually mean something.

Asset allocation guidance

Understand how your wealth is spread — and whether that spread still matches your life stage and goals.

Two ways to run it

Online when you want answers.
Offline when you want privacy.

Online

AI Assistant

Ask questions in plain language and get intelligent wealth insights — an analyst who has actually read all your paperwork.

  • Conversational answers about your money
  • Proactive nudges when something changes
  • Deep analysis across all your documents
Offline

Privacy-first, local

Process every document entirely on your own device. Nothing uploaded, nothing shared — your financial life stays yours.

  • 100% local document processing
  • Works without an internet connection
  • You hold the only copy, always

Our promise

Advice you can trust, because we have nothing to sell you

Incues always

  • Shows your complete wealth picture, honestly
  • Assesses financial health and goal readiness
  • Flags protection, retirement and wealth gaps
  • Gives clear, actionable, unbiased insights

Incues never

  • Recommends specific stocks or mutual funds
  • Executes transactions on your behalf
  • Takes custody of your investments
  • Sells your data or attention to anyone

Who it's for

Built for everyone whose money has a story

👨‍👩‍👧

Professionals & families

Finally see your whole financial life in one place — and know you're on track for what matters.

📊

Advisors & CAs

Serve clients with a complete, always-current wealth picture instead of a shoebox of PDFs.

🏢

Organizations

Support employee financial wellness with a tool that educates and empowers — never sells.

The clues are already in
your documents.

Be among the first to see what your wealth has been trying to tell you.

Request early access

or write to us — admin@incues.in