Platform Overview
What Alpha360 actually does.
Not another spreadsheet, and not a brokerage statement. Alpha360 is the layer that sits above every account and document you already have, and turns them into one dashboard, one net-worth number, and a running list of what needs attention.
Core Capabilities
Six things Alpha360 does with your wealth
Unified Net-Worth Dashboard
Every asset you own — property, gold, listed and unlisted investments, deposits, business equity, insurance — pulled into one screen with a single, always-current net-worth number, instead of a folder of statements and a locker of documents.
Asset-Class Tracking
Real estate, gold and jewellery, equity and mutual funds, FDs and bonds, business equity, and insurance sum assured are each tracked on their own terms — with the valuation logic, update cadence, and detail that asset class actually needs.
Blockage & Liquidity Analysis
Alpha360 classifies what you own by how liquid it really is, and flags when too much net worth is parked in property, gold or locked-in instruments while day-to-day and opportunity liquidity runs thin.
Alerts
Maturity dates, renewal deadlines, concentration in a single asset or sector, and cover that hasn't kept pace with your net worth all surface as alerts — so nothing depends on someone remembering to check.
Rebalancing Suggestions
Once your full position is visible, Alpha360 highlights where your allocation has drifted from a healthy mix across growth, income and liquid assets, and where a conversation with your advisor is overdue.
Bank-Grade Security
Read-only, 256-bit encrypted connections to the sources that feed your dashboard. Alpha360 is built to show you your own wealth clearly — never to move money or share your data.
How It Works
From scattered documents to one live number
Bring your wealth in
Add each asset — properties, gold, demat and mutual fund folios, FDs, business stakes, policies — once, in the category it belongs to.
See the full picture
Alpha360 consolidates everything into one dashboard: total net worth, the split across asset classes, and how liquid your position really is.
Act on what it finds
Blockage flags, renewal alerts and rebalancing suggestions turn a static net-worth number into a running to-do list your advisor can work from.
Every Asset Class, One View
Curious exactly what we track?
Real estate, gold, equity and mutual funds, FDs and bonds, business equity, and insurance sum assured — see how Alpha360 treats each one on the Asset Classes page.
Explore Asset ClassesReady to Look Closer?
Let’s walk through your own numbers.
Bring your statements, or just your questions. We’ll show you how Alpha360 would map onto your actual portfolio.
Talk to Us