This website uses cookies to ensure you get the best experience on our website.

Assets

Discover the power of having total control over your assets with Patrimonial. Your wealth, your control, our tool. At the heart of Patrimonial is a robust tool that allows you to have total control over your assets, among which you can find:
  • Real estate properties
  • Cars
  • Luxury Watches
  • Insurance and more
Our application is designed to provide you with a comprehensive and detailed view of your assets, ensuring that each item is accurately valued and recorded.

Liabilities

At Patrimonial, we understand that efficient liability management is essential to your financial well-being. We offer you a detailed box that will allow you to have total control over your financial obligations, including:

  • Loans
  • Credit Card
  • Invoices
  • Monthly fees (EMI)
UR Wealth

Features

About Us

At Patrimonial we understand that your wealth is more than a collection of assets and liabilities; it is your legacy, your security, and your future. 

Our mission is to facilitate the comprehensive management of your wealth, providing you with the necessary tools to make informed and secure financial decisions.

To achieve this goal, we have created a platform designed to simplify every aspect of your financial management, giving you the control and security you deserve. control and security you deserve.

Patrimonial App

Discover the freedom to manage your wealth with ease. From organizing your assets to tracking your liabilities, Patrimonial simplifies every aspect of wealth management so you can make informed decisions quickly and confidently. Download the Patrimonial app and access a world of financial control in the palm of your hand.

Our Clients