Help Your Clients
Diversify Globally

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

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Winvest Features

Your Trusted Partner in Asset Management

Your clients deserves a secure and compliant platform

Safe & Trusted

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. i

See our FCA registration

Comprehensive

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

Partner Portal

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

Access the Portal

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.

  • 4500+ US Stocks & ETFs

    Invest in US stocks, ETFs, and themes.

  • Multi-Currency Account

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

  • Partner Portal

    Manage all your client portfolios and onboarding from one place.

  • Security 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

Better for Clients

  • FRACTIONAL SHARES
  • LOW COST
  • FOREIGN EDUCATION PLANS
  • 15 MINUTE KYC
  • FOREIGN REAL ESTATE
  • GLOBAL PORTFOLIO
Let's Partner