Your clients deserves a secure and compliant platform
Built and managed by finance professionals, Winvesta and its partners are regulated by the FCA in the UK, and FINRA and SEC in the US. iSee our FCA registration
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