Daulat is a wealth management platform that provides all-in-one investing solutions for Indian investors. It offers proprietary mutual fund portfolios, diversified across domestic equities, international equities, and high-yield bonds, to help users achieve financial well-being.
Funding
Funding not disclosed
Founders
Product
Problem
Many Indian investors lack access to comprehensive wealth management services that consider their individual risk profiles and financial goals, often relying on fragmented investment advice or focusing solely on individual, high-performing funds without a holistic strategy. This can lead to unintended risks and suboptimal portfolio construction.
Solution
Daulat is a tech-enabled wealth management platform that provides personalized, multi-asset investment portfolios for Indian investors. By assessing a user's risk profile, financial objectives, and life situation, Daulat constructs diversified portfolios across domestic equities, international equities, and debt instruments. The platform utilizes industry-standard data and analytics tools to optimize asset allocation and provides ongoing support through portfolio rebalancing and timely investment advice. Daulat aims to simplify the investment process and empower users to achieve their financial goals through a disciplined, data-driven approach.
Target Audience
Daulat primarily targets Indian retail investors seeking personalized wealth management services and diversified investment portfolios tailored to their individual risk profiles and financial goals.
Features
- Risk assessment questionnaire to determine individual risk tolerance and investment preferences
- Goal-based investment planning to align portfolios with specific financial objectives
- Diversified model portfolios spanning multiple asset classes, including Indian equities, U.S. equities, and debt
- Portfolio rebalancing to maintain target asset allocation and manage risk
- Access to industry-leading data and analytical tools for portfolio construction and monitoring
- Client-first mobile app for portfolio tracking, transaction execution, and account management
- Educational resources and expert guidance to support informed investment decisions