Your Trusted Partner in
Wealth & Fintech Innovation.
Your Trusted Partner in
Wealth & Fintech Innovation.
Your Trusted Partner in
Wealth & Fintech Innovation.
Vittaka is not just a software; it's the future of wealth management platform for banks, family offices, IFAs.
Vittaka is not just a software; it's the future of wealth management platform for banks, family offices, IFAs.
18000 CR +
AUM Processed
Demonstrating our capability to handle significant financial volumes securely
18000 CR +
AUM Processed
Demonstrating our capability to handle significant financial volumes securely
18000 CR +
AUM Processed
Demonstrating our capability to handle significant financial volumes securely
20+
Products Handled
Comprehensive support for both Mutual Funds (MF) and a diverse range of Non-MF (PMS, AIF, Structure Bonds, USD products, & manual investments such as real estate, gold, silver, FD, RD and more) investment products
20+
Products Handled
Comprehensive support for both Mutual Funds (MF) and a diverse range of Non-MF (PMS, AIF, Structure Bonds, USD products, & manual investments such as real estate, gold, silver, FD, RD and more) investment products
20+
Products Handled
Comprehensive support for both Mutual Funds (MF) and a diverse range of Non-MF (PMS, AIF, Structure Bonds, USD products, & manual investments such as real estate, gold, silver, FD, RD and more) investment products
400K+
Transactions Processed
Processing a high volume of transactions annually across all products, underscoring our platform's robustness and reliability.
400K+
Transactions Processed
Processing a high volume of transactions annually across all products, underscoring our platform's robustness and reliability.
400K+
Transactions Processed
Processing a high volume of transactions annually across all products, underscoring our platform's robustness and reliability.
Who We Serve
Private Banking Firms
Wealth Management Firm
Family Office
Financial Advisors
Fintech Companies
Mutual Fund Distributors
Financial Planning Team
Digital Banks
Who We Serve
Private Banking Firms
Wealth Management Firm
Family Office
Financial Advisors
Fintech Companies
Mutual Fund Distributors
Financial Planning Team
Digital Banks
Who We Serve
Private Banking Firms
Wealth Management Firm
Family Office
Financial Advisors
Fintech Companies
Mutual Fund Distributors
Financial Planning Team
Digital Banks
Features
Launch & Scale Your
Investing Platform
Seamless Sign-In
OTP login with PAN validation, social login, biometric and restricted device security.
ABCD1234E
Login with OTP
Customer Onboarding & Digital KYC
Paperless onboarding, eKYC with DigiLocker, liveliness checks, and e-signatures.
e-signature
Digital KYC
Digital KYC
Net Worth Tracking
Consolidated view of mutual funds, stocks, banks, gold, real estate, and offshore holdings.
Mutual Funds
Stocks
Gold
Other Assets
My Networth
₹
Risk Profiling & Investment Account Creation
Regulatory compliant onboarding for individuals, families, and trusts with guided risk assessment.
Risk Profile Quentionaire
My Current & future income sources are?
Your Risk Appetite is
Aggresive
Features
Launch & Scale Your
Investing Platform
Seamless Sign-In
OTP login with PAN validation, social login, biometric and restricted device security.
ABCD1234E
Login with OTP
Customer Onboarding & Digital KYC
Paperless onboarding, eKYC with DigiLocker, liveliness checks, and e-signatures.
e-signature
Digital KYC
Digital KYC
Net Worth Tracking
Consolidated view of mutual funds, stocks, banks, gold, real estate, and offshore holdings.
Mutual Funds
Stocks
Gold
Other Assets
My Networth
₹
Risk Profiling & Investment Account Creation
Regulatory compliant onboarding for individuals, families, and trusts with guided risk assessment.
Risk Profile Quentionaire
My Current & future income sources are?
Your Risk Appetite is
Aggresive
Features
Launch & Scale Your
Investing Platform
Seamless Sign-In
OTP login with PAN validation, social login, biometric and restricted device security.
ABCD1234E
Login with OTP
Customer Onboarding & Digital KYC
Paperless onboarding, eKYC with DigiLocker, liveliness checks, and e-signatures.
e-signature
Digital KYC
Digital KYC
Net Worth Tracking
Consolidated view of mutual funds, stocks, banks, gold, real estate, and offshore holdings.
Mutual Funds
Stocks
Gold
Other Assets
My Networth
₹
Risk Profiling & Investment Account Creation
Regulatory compliant onboarding for individuals, families, and trusts with guided risk assessment.
Risk Profile Quentionaire
My Current & future income sources are?
Your Risk Appetite is
Aggresive
Core Capabilities
Built for Smarter Investing
Vittaka equips you with intelligent tools to manage portfolios, track mutual fund transactions, and plan your financial goals — seamlessly and securely.
Fund Transactions
Mutual Fund Transactions
Intelligent fund discovery, SIP/STP/SWP options, UPI & mandate integration.
Family Portfolio
Family Portfolio Management
Role-based access with grouped views, consolidated analytics, and flexible reporting.
Analytics Dashboard
Dashboard & Analytics
Real-time XIRR, benchmarking, MF riskometer, and deep product-level analysis.
Reports & Planning
Reporting & Financial Planning
Custom reports (PDF/Excel), goal calculators, and access to equity research.
Enterprise Security
Compliant. Secure. Future-Ready.
Highest standards of financial data security through industry-leading protection mechanisms.
Core Capabilities
Built for Smarter Investing
Vittaka equips you with intelligent tools to manage portfolios, track mutual fund transactions, and plan your financial goals — seamlessly and securely.
Fund Transactions
Mutual Fund Transactions
Intelligent fund discovery, SIP/STP/SWP options, UPI & mandate integration.
Family Portfolio
Family Portfolio Management
Role-based access with grouped views, consolidated analytics, and flexible reporting.
Analytics Dashboard
Dashboard & Analytics
Real-time XIRR, benchmarking, MF riskometer, and deep product-level analysis.
Reports & Planning
Reporting & Financial Planning
Custom reports (PDF/Excel), goal calculators, and access to equity research.
Enterprise Security
Compliant. Secure. Future-Ready.
Highest standards of financial data security through industry-leading protection mechanisms.
Core Capabilities
Built for Smarter Investing
Vittaka equips you with intelligent tools to manage portfolios, track mutual fund transactions, and plan your financial goals — seamlessly and securely.
Fund Transactions
Mutual Fund Transactions
Intelligent fund discovery, SIP/STP/SWP options, UPI & mandate integration.
Family Portfolio
Family Portfolio Management
Role-based access with grouped views, consolidated analytics, and flexible reporting.
Analytics Dashboard
Dashboard & Analytics
Real-time XIRR, benchmarking, MF riskometer, and deep product-level analysis.
Reports & Planning
Reporting & Financial Planning
Custom reports (PDF/Excel), goal calculators, and access to equity research.
Enterprise Security
Compliant. Secure. Future-Ready.
Highest standards of financial data security through industry-leading protection mechanisms.
Our Customers
Who Trusts Vittaka
Financial institutions, advisory firms, and individuals rely on Vittaka for secure, scalable, and innovative wealth solutions
Our Customers
Who Trusts Vittaka
Financial institutions, advisory firms, and individuals rely on Vittaka for secure, scalable, and innovative wealth solutions
Our Customers
Who Trusts Vittaka
Financial institutions, advisory firms, and individuals rely on Vittaka for secure, scalable, and innovative wealth solutions
Why us
Why Choose Vittaka?
Built as a cloud native and secure platform
Designed for financial institutions of every size
Ready for scale, compliance, and multi device access
Offers deep customization and white label branding
Robust integrations with industry leaders to ensure seamless data flow
Delivers better advisor efficiency and client satisfaction
Why us
Why Choose Vittaka?
Built as a cloud native and secure platform
Designed for financial institutions of every size
Ready for scale, compliance, and multi device access
Offers deep customization and white label branding
Robust integrations with industry leaders to ensure seamless data flow
Delivers better advisor efficiency and client satisfaction
Why us
Why Choose Vittaka?
Built as a cloud native and secure platform
Designed for financial institutions of every size
Ready for scale, compliance, and multi device access
Offers deep customization and white label branding
Robust integrations with industry leaders to ensure seamless data flow
Delivers better advisor efficiency and client satisfaction
