Gain a Truly Consolidated View
of Investment Performance.
AV Aspire is for investors and family offices with multi-asset classes, multi-currencies, and global securities.
Your wealth has grown.
Your visibility hasn't.
You wait 3 to 6 months for a portfolio report.
You log into 4 or more portals just to check your own money.
And when someone asks how your portfolio is doing, you can't answer instantly.That's the problem AV Aspire solves.
Every other tool was built
for someone else.
Consumer apps are built for retail investors. Enterprise software is built for accountants. Neither was built for you. AV Aspire is.
Consumer Apps & Trackers
Designed for someone tracking a few mutual funds and SIPs. Works well until your portfolio gets serious.
- Caps out at simple asset classes
- No multi-currency support
- No mutual fund look-through
- Not built for Rs 10Cr+ complexity
AV Aspire
Designed for HNIs and emerging family offices managing multi-asset, multi-currency wealth across geographies.
- Real-time consolidated portfolio view
- Multi-currency, multi-asset, global
- Mutual fund look-through
- Auto-import from all custodians
- 10 configurable dashboards
- Institutional-grade, zero complexity
Enterprise Accounting Suites
Designed for finance teams at institutions. Powerful, but requires a dedicated team and months to implement.
- Months of implementation
- Requires a trained finance team
- Built for accountants, not investors
- Far more than you need right now
Everything you need
to see clearly.
Performance reporting for investors who have outgrown spreadsheets, without the complexity of full accounting software.
Are you one
of these investors?
AV Aspire is not for everyone. It was designed for investors at a specific inflection point, serious wealth, fragmented visibility, and zero time for complexity.
- Your last consolidated report is 3 months old
- You have equity, funds, and real estate across 4 different platforms
- You can't answer "what's my net worth right now" in under a minute
- You've outgrown Excel but don't need a full accounting team
- You're formalising the family's financial structure
- You have multiple entities but no consolidated view across them
- You want performance clarity before adding accounting complexity
- Every advisor shows you a different slice of the picture
- You hold assets in India, the US, UAE, or more than one country
- Reconciling currencies takes hours and still feels approximate
- Each custodian reports in its own format, its own currency
- Your total portfolio number lives only in your head
Institutional-grade
reporting. Zero
complexity.
AV Aspire gives you a complete, real-time view of your wealth, across every asset, currency, and entity you own.
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10 Configurable DashboardsBuild up to 10 custom views by asset class, geography, manager, or time period. Share reports with advisors instantly.
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Multi-Currency Performance ReportingSee your entire portfolio consolidated in your base currency, INR, USD, AED, or EUR, with live exchange rates applied automatically.
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Mutual Fund Look-ThroughSee the actual underlying securities inside your mutual funds, real allocations, sector exposure, and overlap with direct holdings.
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Group Reporting Across EntitiesConsolidate performance across trusts, companies, and individuals into one group view. See the complete family picture, not just parts of it.
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Mobile Performance AppFull portfolio dashboards on your phone. For you, your family members, and your advisors, real-time visibility, anywhere, any device.
No AUM fees. No surprises.
Flat annual pricing that stays predictable as your wealth grows. No hidden charges, no per-asset fees.
Billed annually, No setup fee, No AUM-based pricing
- Long asset class reporting
- Multi-currency support
- 10 configurable dashboards
- Auto import & posting
- Mutual fund look-through
- Group reporting
- Mobile performance app
- Document vault
- Standard audit trail
- Unlimited users
- Business hours support
- Training included
Need accounting, multi-entity or API integrations? See AV Pro
One complete view of
everything you own.
You have built serious wealth. You deserve a complete, real-time view of it, across every asset, currency, and geography. AV Aspire delivers exactly that.
No AUM-based fees · No setup cost · Onboarding support included