Help Your Clients
Diversify Globally
Help diversify your clients portfolios. Stand out from the competition. Increase AUM.
Help diversify your clients portfolios. Stand out from the competition. Increase AUM.
Your clients deserves a secure and compliant platform
Safe & TrustedBuilt and managed by finance professionals, Winvesta and its partners are regulated by the FCA in the UK, and FINRA and SEC in the US. i
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ComprehensiveA multi-currency account + US brokerage acts like an international 3-in-1 account, providing a comprehensive solution for your clients' global investing needs.
Partner PortalManage your client accounts with a full-service partner platform. Monitor AUM, investments, and transact from one place.
Access the Portal
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.
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4500+ US Stocks & ETFsInvest in US stocks, ETFs, and themes.
Multi-Currency AccountSave, invest and spend globally with an international multi-currency account.
Partner PortalManage all your client portfolios and onboarding from one place.
Security and ComplianceStay compliant with SEBI, RBI, and international regulations
