Help diversify your clients portfolios. Stand out from the competition. Increase AUM.
Winvesta Ltd is an agent of The Currency Cloud Ltd which is an E-Money Institution (EMI) regulated by the FCASee our EMD Agent Status
A multi-currency account + US brokerage acts like an international 3-in-1 account, providing a comprehensive solution for your clients' global investing needs.
Manage 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.
Invest in US stocks, ETFs, and themes.
Save, invest and spend globally with an international multi-currency account.
Manage all your client portfolios and onboarding from one place.
Stay compliant with SEBI, RBI, and international regulations