Private Wealth & Estate
Your wealth. Your decisions. Your future.
IndAsset brings your assets, income, expenses, goals, investments, insurance, loans and estate together in one private workspace — so you can understand where you stand, see where you're headed, and know what to do next.
Free to get started · Built for Indian families · Private by design
Your wealth journey
Everything about your wealth
Your entire financial life. One workspace.
Select any area to see what it covers — no new page, just the detail in front of you.
14 asset categories
Every kind of wealth, held in one vault.
From apartments and land to gold, bonds, business equity and crypto — each category gets a tailored form, its own checks, and a place in your estate plan. Select one to see what it tracks.
The flagship difference
Don't just track your money. Ask what happens next.
Financial decisions are easier when you can see the consequences before making them.
Ask IndAsset
Example
Solid: with the decision · Dashed: current path
The hidden problem
Most families discover the gaps too late.
₹42,270 crore sits unclaimed in Indian banks because families didn't know accounts existed or couldn't prove their right to them.
An EPF nominee added at 24 — usually a parent — often stays on file for decades, diverting the corpus away from a spouse and children.
Without a registered will or clear co-ownership records, property gets entangled in court for years while the family pays the price.
Insurance claims are routinely delayed or rejected when original policy documents and KYC records can't be produced.
A cautionary tale
His wife didn't know which bank held his FDs
His LIC policy nominee was still his mother, not his wife
The demat account was locked — no transmission paperwork
The property deed was in his name alone, with no will on file
His savings account had a nominee — claimed in 2 days
Protect & pass on
Build wealth. Protect it. Pass it on.
Building wealth is only part of the journey. IndAsset helps you protect it today and organise it for the people who matter tomorrow.
Insurance
Know whether your family has enough protection.
Loans
Understand your debt and its repayment impact.
Family
Understand ownership and who depends on you.
Estate Plan
Organise your succession and important information.
Inheritance
See how your wealth could flow to your family.
How it works
A clear picture in under ten minutes
Add what you have
Assets, loans, income and expenses — a couple of minutes each. Every field is tailored to the asset type.
See where you stand
Net worth, cash flow, protection gaps and your wealth journey are built for you automatically.
Decide what's next
Simulate a decision, act on your prioritised action list, and organise your estate for the people who matter.
Who it's for
Built for people who have something to manage.
Professionals
Multiple investments, ESOPs, insurance and growing wealth.
Families
Property, investments, loans and shared financial responsibilities.
Parents
Building wealth while planning for children.
High-Income Earners
Significant surplus but increasingly complex decisions.
NRIs
Indian assets, investments, property and family responsibilities.
Pre-Retirees
Making sure accumulated wealth can support the next chapter.
Privacy
Your financial life is private.
Your wealth, family and estate information is deeply personal. IndAsset is designed with privacy at its core.
Pricing
Start building your financial picture for free.
Start free. Upgrade only when you need the full workspace.
Free
- Assets
- Income & expenses
- Net worth
- Basic goals
- Basic projections
Pro
- Unlimited assets
- Advanced simulations
- Family access
- Estate planning
- Advanced insights
- Document storage
- Portfolio history
IndAsset
Your money has a story. See where it goes.
Build your complete financial picture in minutes. Then use it to make better decisions for yourself and your family.
No credit card required.