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FEATURES

Organize Everything

Categorize and store all your financial documents—real estate, banking, investments, vehicles, and more—in a single, secure cloud-based system. Designed for clarity, our digital vault makes record-keeping systematic and retrieval effortless.

Real-Time Wealth Management

Stay up-to-date with your net worth. Update and manage your investments and liabilities from anywhere in the world. Our platform ensures that you always know where you stand financially, with just a few clicks.

Collaborative & Controlled

Enable trusted employees or family members to add and update records securely. Our OTP-based validation and approval mechanism keeps you in control, ensuring that every change is authenticated and approved by you.

Searchable Records

Find any document or record instantly. Our powerful search functionality means no more digging through files and folders. Access the information you need, when you need it, quickly and securely.

Secure & Accessible

Built with your security and privacy in mind, our digital vault is hosted on secured AWS Cloud with state-of-the-art encryption (AES-256) to keep your information safe. Access your wealth portfolio securely, from any corner of the world.

BENEFITS

Designed not just as a storage solution but as a comprehensive wealth management tool. In your absence, your dependents can easily access and manage your estate, ensuring your legacy is preserved and protected.

Our user-friendly interface means no technical knowledge is required. Record, update, and manage your financial information effortlessly. It's wealth management made simple.

CATEGORIES

Emergency Contact
Real Estate
Demat Account
Trading Account
Mutual Fund
PMS
AIF
Private Equity
Startup Investments
PF/PPF/EPF
Bank Account
Fixed Deposits
Crypto Currency
NFT
Bonds, Fixed Income, REITS, SGB, Saving Certificates
Mobile Wallet
Physical Shares
Life Insurance
Health Insurance
General Insurance
Loan Given Details
Movable Assets
Vehicles
Bank Locker
Membership
Liabilities
Will Document
Trust Document
Location of Important Documents and Records
Important Website/App links & credentials
PRICING

Tailored Pricing Solutions

Plan 1
Free
 
  • 365 Days Validity
  • 100MB Storage
  • 2-FA with OTP for Login/Registration
  • 2-FA with OTP for Data Management
  • Document Security with AES-256 Encryption
  • Employee access for Data Management (Secured with OTP)
  • Organize data with Investments related Instruments
  • Searchable instruments records
  • Easy to access data
  • Dedicated Relationship / Service Manager
  • Specialized & Customized services as per client's need
Plan 2
25000
+18% GST
  • 365 Days Validity
  • 5GB Storage
  • 2-FA with OTP for Login/Registration
  • 2-FA with OTP for Data Management
  • Document Security with AES-256 Encryption
  • Employee access for Data Management (Secured with OTP)
  • Organize data with Investments related Instruments
  • Searchable instruments records
  • Easy to access data
  • Dedicated Relationship / Service Manager
  • Specialized & Customized services as per client's need
Plan 3
50000
+18% GST
  • 365 Days Validity
  • 50GB Storage
  • 2-FA with OTP for Login/Registration
  • 2-FA with OTP for Data Management
  • Document Security with AES-256 Encryption
  • Employee access for Data Management (Secured with OTP)
  • Organize data with Investments related Instruments
  • Searchable instruments records
  • Easy to access data
  • Dedicated Relationship / Service Manager
  • Specialized & Customized services as per client's need
Plan 4
Custom Pricing, Contact Sales
 
  • 365 Days Validity
  • Unlimited Storage
  • 2-FA with OTP for Login/Registration
  • 2-FA with OTP for Data Management
  • Document Security with AES-256 Encryption
  • Employee access for Data Management (Secured with OTP)
  • Organize data with Investments related Instruments
  • Searchable instruments records
  • Easy to access data
  • Dedicated Relationship / Service Manager
  • Specialized & Customized services as per client's need
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