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Diversify Globally

Help diversify your clients portfolios. Stand out from the competition. Increase AUM.

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PartnerPortal

Your Trusted Partner In Asset Management

shield-1Safe & Trusted

Winvesta Ltd is an agent of The Currency Cloud Ltd which is an E-Money Institution (EMI) regulated by the FCA

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comprehensiveComprehensive

A multi-currency account + US brokerage acts like an international 3-in-1 account, providing a comprehensive solution for your clients' global investing needs.

portalPartner Portal

Manage your client accounts with a full-service partner platform. Monitor AUM, investments, and transact from one place.

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WhatweOffer

What We Offer

Winvesta offers a unique proposition for Indian investors. As our partner, you will be able to extend those benefits to your clients without spending the resources required to set up a secure and compliant structure. We did it, so you don't have to.

  • mon-014500+ US Stocks & ETFs

    Invest in US stocks, ETFs, and themes.

  • mon-01Multi-Currency Account

    Save, invest and spend globally with an international multi-currency account.

  • mon-01Partner Portal

    Manage all your client portfolios and onboarding from one place.

  • mon-01Security and Compliance

    Stay compliant with SEBI, RBI, and international regulations

Better for You

  • HAPPIER CLIENTS
  • INCREASED REVENUES
  • REGULATED AND COMPLIANT
  • KNOWLEDGE SUPPORT
  • QUICK INTEGRATION
  • COMPREHENSIVE PRODUCT
Winvesta

Better for Clients

  • FRACTIONAL SHARES
  • LOW COST
  • FOREIGN EDUCATION PLANS
  • FOREIGN REAL ESTATE
  • GLOBAL PORTFOLIO
  • ONBOARD WITHIN MINUTES*
    *Subject to checks
Let's Partner