Private Wealth & Estate
Know where your wealth goes. Always.
IndAsset keeps your family's estate quietly in order — every asset tracked, every nominee assigned, every document vaulted, with a live Safety Score that shows exactly what to fix, so nothing is lost to paperwork or lost time.
Free forever for up to 5 assets. No credit card required.
Your estate at a glance
14 asset categories
Every kind of wealth, held in one vault
From apartments and land to gold, bonds, business equity and crypto — IndAsset gives each category a tailored form, its own safety checks, and a place in your estate plan.
House / Apartment
Homes, flats & residential property
Plot / Land
Agricultural, residential & commercial plots
Vehicle
Cars, bikes, trucks & tractors
Stocks & Mutual Funds
Equities, ETFs & managed funds
Bank / Fixed Deposit
Savings, current accounts & FDs
Gold / Silver
Physical & digital precious metals
EPF / PPF / NPS
Retirement & provident funds
Business
Companies, partnerships & equity
Bonds
Government & corporate bonds
Cryptocurrency
Coins, tokens & wallets
Others
Anything else of value
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
See it in action
Nothing hidden. Everything explained.
No black boxes. Every score is explained, every action is prioritised, every gap is visible.
Per-asset scoring
Per-asset scoring. Each asset is scored on nominee & will coverage (40%), liquidity (20%), documentation (15%), and ownership clarity (15%) — with the exact risk factors spelled out in plain language.
Impact-ranked
Impact-ranked actions. The Action Center converts every gap into a concrete to-do and tells you how many points it's worth, so ten minutes of fixes goes where it matters most.
Everything you need
One platform for your entire estate
Assets, nominees, documents, insurance, loans, goals, family and succession — all in a single, quietly powerful vault.
Live Safety Score
Every asset earns a 0–100 score across nominee coverage, documentation, ownership clarity, and liquidity. Your portfolio gets a weighted average — recalculated on every change.
Every asset type
Bank accounts, FDs, mutual funds, stocks, EPF, PPF, NPS, insurance, real estate, gold, bonds, business, jewellery and crypto — every major asset class in one vault.
Nominee manager
Add a person once, link them to any number of assets with share percentages. Minors are flagged automatically and guardians can be assigned.
Document vault
Policy papers, property deeds, passbooks, FD receipts — AES-256 encrypted at rest and instantly available to the family members you authorise.
Smart Action Center
Auto-generated to-dos ranked by how many Safety Score points each is worth, so you always know the single highest-impact next step.
Estate Readiness Score
A value-weighted percentage of your net worth that is nominee-assigned, will-covered, and documented — the number that matters most to your family.
Will tracker
Record registered or unregistered wills, link covered assets, store executor and lawyer contacts, and note per-asset bequest instructions.
Net-worth dashboard
Allocation by asset type, risk distribution charts, and INR formatting in lakh / crore notation — your full financial picture at a glance.
Family tree
Map spouses, children, parents and grandparents into an interactive tree, then see exactly what each member stands to inherit.
Inheritance simulator
Model how your estate would be distributed under the Hindu Succession Act — self-acquired, ancestral or mixed — with heir-by-heir shares.
Insurance & loans
Track policies, premiums, maturity dates and nominees alongside outstanding loans, EMIs and interest — the full liability picture.
Goals & liabilities
Set goals for a home, education, retirement or a wedding, monitor progress, and keep every liability and monthly outflow in view.
Financial calculators
Built-in savings and loan / EMI calculators with year-by-year schedules, so you can plan before you commit.
Bank-grade security
PAN and Aadhaar are encrypted at the application layer, documents use AES-256 at rest, and we never sell or share your data.
Who it's for
Built for people with something to protect
If you own assets and have people who depend on you, IndAsset is for you. Here's how different families use it.
Families building wealth
Your EPF, ESOPs, demat account, and insurance are scattered across portals. IndAsset puts them in one place and flags the nominee you set a decade ago — who may no longer be the right person.
Parents protecting children
A term plan means nothing if your spouse can't find the policy document or isn't the nominee. Ensure every rupee of cover reaches your children — with guardians assigned for minors.
NRIs with assets in India
Property, NRO / NRE accounts, and old PPF accounts back home are easy to lose track of. Keep a documented, nominee-assigned record your family in India can act on.
Retirees ordering their estate
Consolidate a lifetime of FDs, post-office schemes, gold, and property. Get a will tracker, a document vault, and a clear list of gaps to close — no estate lawyer required first.
How it works
In order in under ten minutes
No lengthy onboarding, no advisors to call. Add your assets and let the platform tell you what to fix.
Add your assets
Enter each asset — bank account, property, policy, PF, stocks — with its value and ownership type. Two minutes per asset.
Link nominees & documents
Assign nominees with share percentages, upload key documents, and mark which assets are covered by your will.
Act on your Safety Score
Your live score and prioritised action list tell you exactly what to do next — and how many points each fix is worth.
Why it matters
This isn't just organisation. It's protection.
Your family inherits, not the state
Unclaimed assets escheat to the government after years of inactivity. A nominee prevents that.
Claims settled in days, not years
Families with proper nomination and documentation settle insurance and bank claims in 2–5 days.
No court battles
A registered will with clear asset documentation eliminates succession disputes that tear families apart.
Peace of mind today
Knowing your affairs are in order reduces financial anxiety — for you and the people who depend on you.
Pricing
Simple, honest pricing
Start free. Upgrade only when you need more.
Free
- Up to 5 assets
- 1 nominee per asset
- Safety Score & dashboard
- Action Center
- Document storage (100 MB)
Pro
- Unlimited assets
- Multiple nominees per asset
- Will management & tracking
- Document vault (10 GB)
- Portfolio trend history
- Family access (up to 3 members)
IndAsset
Your family deserves to know.
Get your Safety Score in under 10 minutes. Free forever for up to 5 assets.