Built for Indian investors

Your entire wealth picture. One calm command center.

Track mutual funds, equities, FDs, gold, real estate. Model tax impact before you sell. Insights tailored to Indian tax law — no spreadsheets needed.

Get Started See it in action

Premium analytics at no cost · Your data stays yours

Dashboard

Net Worth

₹1,24,35,000

↑ ₹8.42L (+7.26%)

Assets

₹1.36 Cr

Liabilities

−₹11.65L

Unrealized P&L

+₹15.82L

MFEquityFDForeignGold

When can you stop working?

Try it right now — no sign-up needed. See your FIRE number and how quickly you can get there.

Your age28 years

1860

Monthly expenses₹60,000

20,0003,00,000

Monthly savings₹40,000

5,0005,00,000

Existing investments₹5.0 L

05,00,00,000

Expected annual return12%

618

Expected inflation6%

310

Estimated retirement age

54

in 26 years, after inflation

7.9 Cr

Target corpus at FIRE

2.6 L

Monthly income at FIRE

Uses the 4% withdrawal rule against expenses grown at 6% inflation.

Assumes monthly savings stay constant. Taxes and market volatility are not modelled.

How it works

Everything you own and owe, brought into one measured workflow.

Arx mirrors the way Indian investors actually hold wealth: across brokers, AMCs, banks, property, gold, overseas exposure, and loans. The result is a clearer balance sheet before any decision is made.

Coverage

9 asset and liability areas

Mock data

Market portfolio

Mutual funds, Indian equities, US equities

Long-term stores

Fixed income, retirement, gold

Real-world balance sheet

Real estate, alternatives, liabilities

Mutual fundsIndian equitiesUS equitiesFixed incomeRetirementGoldReal estateAlternativesLiabilities

Workflow

From scattered holdings to an action-ready plan.

4 steps

01

Add

Bring holdings in

Funds, stocks, deposits, property, gold, and liabilities stay distinct.

02

See

Read the whole picture

Net worth, allocation, currency exposure, and concentration in one view.

03

Model

Check tax impact

Preview gains, exemptions, FD interest tax, and harvesting candidates.

04

Act

Compare the move

Rebalance, harvest, exit, or hold before a rupee leaves the portfolio.

The product stays precise where money decisions get messy: allocation, taxes, liabilities, and trade-offs before action.

Wealth Console

See every portfolio decision come into focus.

Switch the lens, then inspect a portfolio sleeve. The preview updates the same way a real decision view should.

1

Choose a console lens

Now viewing

Overview: Assets minus liabilities, with the biggest allocation drivers visible in the same frame.

Net worth

₹1.24 Cr

Gross assets

₹1.36 Cr

Liabilities

−₹11.6L

2

Inspect an asset sleeve

Pick any row or color segment to update the detail panel.

Clickable demo

Why Arx Monetum

Built for wealth that lives in many places.

Indian investors rarely hold everything in one account. Arx brings brokers, AMCs, banks, gold, property, loans, and strategy decisions into a calmer place to understand what matters before moving money.

Arx

Fortress, stronghold, protected command center.

Monetum

Money, wealth, and the shape of your financial life.

Together

A fortified, calm place to understand wealth, risk, tax context, and the next decision.

Complete Portfolio View

Mutual funds, equities, gold, FDs, retirement, real estate, and liabilities in one readable balance sheet.

Allocation drift, XIRR context, and category exposure stay close together.

Tax Intelligence

Understand tax impact before you sell, rebalance, harvest losses, or move money across asset classes.

LTCG, STCG, exemption room, FD interest, and lot context are part of the same view.

Strategy Lab

Simulate exits, rebalance choices, and next moves before turning a thought into a transaction.

Designed for exact rupee decisions, not vague dashboard summaries.