A full research desk
on every asset you own.
Specialist AI analysts study stocks, ETFs, mutual funds, PMS, AIFs, bonds, treasuries, US markets and commodities on live data, debate the bull and bear case, and hand you the pros, cons and risks. You make the call.
- 16 asset classes
- Live Indian & global data
- Bull vs bear debate
- You make the final call
Price holds above the 200-day average; RSI 58 confirms momentum without overextension.
Margins expanded for three straight years while debt fell. The market is pricing a slowdown that isn't in the numbers.
Valuation already discounts that. A 20% drawdown in the last year shows how fast sentiment can turn.
Stagger entry over 8 weeks and cap the position at 3% until the next results confirm the trend.
Illustrative example of the desk format
Every asset class an Indian portfolio holds
Each class gets its own analyst line-up. Equities get fundamentals and sentiment; funds get return consistency and cost analysis; bonds get duration and spread analysis.
Global Indices
Every NSE index (broad, sectoral, thematic, strategy and fixed income) plus benchmark indices worldwide.
India Stock Market
Every equity listed on NSE and BSE, main board and SME, with valuation, size and index membership.
India IPOs
Open, upcoming and recently listed IPOs on NSE, main board and SME, with price band, subscription and listing performance.
India ETF
Every ETF listed on NSE: equity indices, sectors, factors, gold, silver, gilts and liquid funds.
India Mutual Fund
Every mutual fund scheme in India with its latest NAV, category and trailing returns.
Mutual Fund NFOs
New fund offers from every Indian mutual fund house: offer period, category, minimum investment and the scheme document.
Portfolio Management Services
SEBI-registered discretionary portfolio strategies. Analysis uses the factsheet data your team enters.
Alternative Investment Funds
SEBI Category I, II and III AIFs: venture, private equity, private credit and long-short funds.
USA Stock Market
Every stock listed on NASDAQ, NYSE and NYSE American, with sector and size.
USA ETF
Every US-listed ETF across equity, fixed income, commodities, crypto and leveraged products.
Commodities
Front-month futures across precious metals, energy, base metals, grains, softs and livestock.
India Bonds
Listed bond and gilt ETFs, plus corporate and PSU bonds your team adds with their terms.
India Treasury
Government securities, T-bills and SDLs: the risk-free curve that prices every other rupee asset.
India REITs & InvITs
Listed real estate and infrastructure investment trusts distributing rental and toll cash flows.
Crypto Assets
The top 500 crypto assets by market capitalisation, priced in US dollars, trading 24x7.
Currencies
Rupee crosses, major and Asian currency pairs, and the US dollar index.
Built like a real investment firm
Instead of one model giving one opinion, WealthSieve runs a team of specialised agents that research, argue and stress-test before anything reaches a portfolio manager.
- 01
Live data
Prices, NAVs, fundamentals, yields, macro, news and retail chatter, pulled fresh and computed into verified metrics.
- 02
Analyst team
Technical, fundamental, fund, fixed income, macro, news and sentiment specialists, chosen per asset class, work in parallel.
- 03
Bull vs bear
Two researchers argue the case for and against, rebutting each other with data across debate rounds.
- 04
Research manager
Judges the debate, commits to a stance and writes the investment thesis with thesis-breakers.
- 05
Allocation strategist
Turns the thesis into positioning: action, deployment pace, sizing range and review triggers.
- 06
Risk committee
Aggressive, conservative and neutral risk analysts stress-test the proposal.
- 07
PM decides
The AI portfolio manager summarises pros, cons and risks. Your human portfolio managers approve, modify or reject.
Grounded in data
Every number the agents see is fetched and computed in code first. Agents are told to flag missing data, not guess it.
Memory of past calls
Before deciding, the AI portfolio manager reviews its earlier calls on the same asset, what happened to the price, and what your PMs decided.
Humans decide
Nothing is published until a portfolio manager reviews the research. Public notes show pros, cons and risks, never buy or sell calls.
Latest published notes
Reviewed by our portfolio managers before publication.