Understand Your Finances
Before You Plan Them

Personalized AI financial guidance—for anyone, anywhere.

  • Personalized Strategies
  • Expert Guidance
  • Future-Ready Solutions
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Trusted By many Professionals
WORTH YOUR MONEY

Your Smarter Investing Starts with US

Unlock data-driven insights, real-time tracking, and personalized strategies—all designed to help you invest with confidence and clarity from day one

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🛡️ Secure & Private

Your trust is our top priority. We protect your financial data through:

  • Bank-Grade Security: AES-256 encryption with TLS protocols
  • Zero-Knowledge Design: Encrypted summaries, never raw details
  • Complete Compliance: Adherence to RBI, SEBI, IRDAI, and India’s data protection laws

✅ Your data stays safe, confidential, and always under your control.

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🤖 AI-Driven Insights

Get instant, data-backed financial recommendations tailored to your profile.

  • Highlight Opportunities: Save more, spend smarter
  • Suggest Smart Investments: Personalized strategies for your goals
  • Stay Alert: Timely reminders for bills, EMIs, and upcoming milestones

⚡ No spreadsheets. No guesswork. Just insights in seconds.

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Unified Dashboard

See your complete financial world in one place. Our dashboard brings everything together:

  • Income Overview: Salary, freelancing, passive earnings
  • Expense Insights: Fixed vs. variable costs, category tracking
  • Wealth Snapshot: Assets, savings, loans, and EMIs in one view

📊 One click to dive deeper—always know exactly where you stand.

BENEFITS

What will you gain with Elevaite Captum?

Smarter insights, better decisions, and real financial growth—all in one place.

1

A Clear View of Your Finances

See all your accounts, investments, and assets in one place—no more spreadsheets or scattered apps.

2

Smarter Investment Decisions

Use real-time data and insights to make informed choices and avoid costly mistakes.

3

Boosted Savings & Wealth Growth

Identify unnecessary fees, optimize your portfolio, and unlock new ways to grow your money.

4

Goal-Oriented Financial Planning

Set personal goals—like buying a home, retiring early, or building an emergency fund—and track your progress.

5

Automated Tracking & Alerts

Get notified when markets shift, your net worth grows, or you're nearing a savings goal.

6

Less Stress, More Control

Feel confident and in control of your financial future, without the overwhelm.

HOW

How it works?

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Track your financial health with our score

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Get actionable Insights and plan for your future

TESTIMONIALS

Our users don’t just manage wealth—they grow it.underline

Check out how our users have made smarter investment decisions that empowered them to grow, manage and maximize their wealth with confidence.

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“I never knew I was overspending by 22% every month!
WMS truly helped me buy freedom from a toxic relationship, the flexibility to spend time with my kids, and the ability to pursue my biggest dreams.
Arjun
Arjun, Bengaluru
Joined in 2021
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This is the financial clarity I wish I had 10 years ago
WMS has removed the stress of money from my life and in doing so has helped make me a better husband. It's like I got to remove a personal flaw I had never been able to fix.
Rina
Rina, pune
Joined in 2020
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I slayed $30K of debt, reclaimed my freedom, and now I'm living wild and free.
I now live a life of empowered spending and am headed for an early retirement, knowing I'll never have to compromise my values for a paycheck.
Rosie
Rosie, Mumbai
Joined in 2022
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The AI-powered insights
have transformed how I approach money.
Priya
Priya, Chennai, India
Joined in 2023

QUICK LINKS

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BLOGS

Learn more about personal finance

5 Proven Strategies for Financial Freedom

May 2025

5 Proven Strategies for Financial Freedom

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Investment Basics: A Beginner's Guide to Building Wealth

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Investment Basics: A Beginner's Guide to Building Wealth

Investing is one of the most powerful tools for building wealth, Where...

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The Basics Of Mutual Funds

February 2025

The Basics Of Mutual Funds

In India, mutual funds have become one of the most popular investment vehicles, thanks to their pote...

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