A financial workflow system I'm building for my dad's advisory business so commissions, clients, goals, and business signals stop living in scattered spreadsheets.
Wealth Setu is the most personal project on this site.
My dad works in a business where a lot of important decisions still come down to spreadsheets, end-of-year math, and manual reconciliation. That works for surviving, but it does not create visibility. I wanted to build something that gives even a small, relationship-driven business better clarity around clients, commissions, goals, and performance.
Why I built it
The motivation was simple: if startup teams benefit from dashboards, analytics, goals, and better operating systems, why should a smaller advisory business be stuck with less?
I did not want to make a flashy "fintech app." I wanted to make a system that respects the way the business already works, while quietly making it smarter.
What I focused on
- Building a cleaner advisor workflow around clients, revenue, and goals.
- Creating analytics that are useful in day-to-day decisions, not just reporting.
- Making architecture choices that work for a single real user now, but can expand into a more general product later.
What it says about how I build
This project captures something important about me: I care a lot about software that earns trust in real life, especially when the user is not a tech-first person. It is product thinking grounded in someone I know, not a hypothetical persona.
What is still open
It is still evolving. The product surface, the abstractions, and the generic product potential are all still being shaped. That is part of why it matters to me.
