Manage, Track & Grow Your Wealth Across Countries
InvestMates is the only portfolio tracker built for NRIs managing wealth across India and the United States. Connect mutual funds, stocks, retirement, and bank accounts from both countries in one unified dashboard.
Get Started - It's Free!
Most Portfolio Trackers Only Work for One Country
If you're managing wealth across India and the US, you know the frustration. You have multiple apps, spreadsheets, and platforms — each showing a piece of your financial picture, but none showing the complete story. You spend hours manually updating spreadsheets just to answer one simple question: "How much am I really worth?"
Comprehensive Portfolio Tracking Across Both Markets
InvestMates connects to virtually every financial institution in India and the United States, giving you a complete view of your investments, retirement accounts, and bank balances.
India
Mutual Funds
Connect all your mutual fund investments from any Asset Management Company (AMC) in India. Track SIPs, lump sums, ELSS funds, and debt funds. See consolidated performance across Zerodha Coin, Groww, Kuvera, or direct AMC platforms.
Stocks and Demat Accounts
Link your demat and trading accounts from Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, and 50+ other brokers. Monitor equity holdings, intraday positions, and derivatives across NSE and BSE.
Bank Accounts
Securely connect savings accounts, fixed deposits, and recurring deposits from HDFC, ICICI, SBI, Axis, Kotak, and 150+ Indian banks through India's Account Aggregator framework.
United States
Stocks, ETFs, and Brokerage
Connect accounts from Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, and 12,000+ US financial institutions. Track individual stocks, ETFs, mutual funds, bonds, and options.
Retirement Accounts
Monitor 401(k), Traditional IRA, Roth IRA, SEP IRA, and pension accounts. See contribution limits, vesting schedules, employer matches, and tax-advantaged growth across all your retirement vehicles.
Bank Accounts
Link checking accounts, savings accounts, money market accounts, and CDs from Chase, Bank of America, Wells Fargo, Ally, and thousands of US banks and credit unions.
All Your Accounts, Connected
Automatically sync your banks, brokerage accounts, and investment portfolios
from both countries with bank-grade security.
Unified Cross-Border View
InvestMates automatically converts currencies, normalizes performance metrics, and consolidates your complete financial picture. See your true net worth, global asset allocation, and cross-border performance — all in one dashboard.
Secure Connections to Your Financial Institutions
Your security is our top priority. InvestMates uses industry-standard encryption and read-only access to protect your financial information while giving you complete portfolio visibility.
Powered by Plaid & Account Aggregator
Industry-leading secure connection infrastructure trusted by millions worldwide.
Read-Only Access
We can only view your data. We never have permission to move funds or make transactions.
256-bit Encryption
Bank-level security protects your credentials and financial data at all times.
No Fund Movement
Your money stays exactly where it is. We're purely a viewing and tracking platform.
Built for Investors Managing Wealth Across Borders
Non-Resident Indians (NRIs)
You moved to the US for work or education, but you still have mutual funds, PPF accounts, or family property back in India. InvestMates helps you track investments in both countries without logging into 10 different apps.
Global Professionals and Families
Your spouse works in India while you're in the US, or you're a family managing wealth across generations and geographies. See your complete household net worth regardless of where accounts are held.
Cross-Border Investors
You actively invest in both US and Indian markets to diversify risk and capture growth opportunities. Track performance, compare returns, and understand your true global allocation.
Start Tracking Your Portfolio in Minutes
Create Your Account
Sign up free. No credit card required.
Link Your Accounts
Connect your India and US investment accounts, retirement plans, and bank accounts through our secure integration.
View Your Portfolio
See your complete financial picture: net worth, asset allocation, performance, and actionable insights.
Join 25,000+ Investors Managing Over $1 Billion in Assets
Frequently asked questions
Everything you need to know about portfolio tracking and global wealth management
Track Your Complete Portfolio Today
Stop juggling multiple apps and spreadsheets. See your India and US investments in one place with InvestMates.