Your financial life, category by category.
These aren't just assets. They're chapters.
Your first salary. Your first SIP. Your first home. Your father's insurance. Your child's education fund. If it's part of your financial life, it belongs in one home — across 10+ categories and counting.
Bank accounts & FDs
Savings, current, NRE/NRO, fixed deposits, recurring deposits across every bank in India.
Stocks & demat
Equity holdings across NSE, BSE, multiple demat accounts, ESOPs and unlisted shares.
Mutual funds & SIPs
Lumpsum and SIP folios across AMCs, plus ETFs, FoFs and international funds.
Real estate & land
Apartments, plots, agricultural land, commercial properties with all paperwork.
Insurance policies
LIC, term, ULIPs, health, vehicle, and any other policy with nominee and premium details.
Gold, silver & jewellery
Physical gold, sovereign gold bonds, digital gold, lockers and jewellery valuations.
EPF, PPF & NPS
EPF, PPF, NPS and govt. retirement schemes.
Crypto & Web3
Wallets, exchange accounts, NFTs, and seed-phrase recovery hints — never the keys themselves.
Bonds & debentures
Government bonds, corporate debt, RBI bonds, NCDs and tax-free bonds.
Money others owe you
Friends, family or business — how much they borrowed and when to follow up.
Clarity for the people you trust — without losing control
You decide who can ask, what they can see, and how every request is reviewed. Access is a gift you design — not a leak.
People you trust, anywhere
Add spouse, children, parents, siblings, or close friends — in India or abroad. You’re never limited to one name on a form.
Choose what each person can see
Bank accounts to one person, property to another — granular control so clarity stays intentional.
Your review window
When someone asks for access, you get time to approve or decline. When the window ends, your saved rule runs.
Identity checks you control
Mobile OTP, email confirmation, document upload and more — before any sensitive access is considered.
Reminders that find you
Email and WhatsApp on the channels you use — so requests don’t disappear into noise.
Sealed until needed
People you trust know they’re named. They don’t see details until access is released on your terms.
Stay organized without the overwhelm
Reminders, languages, devices, and exports — small comforts that keep your financial home livable year after year.
Smart reminders
Annual reviews, premiums, SIP changes — gentle nudges so your financial life stays current.
A designated guardian
Add a trusted friend, lawyer, or CA who can help reach you — or guide the people you trust.
A clear activity trail
Who did what, and when — so you can review with confidence or share with an advisor.
Web first — apps planned
Start on the web. Phone and tablet apps are planned as early access grows — so you can stay organized wherever life happens.
Hindi & English
Use the language your family is most comfortable with — without losing clarity.
Export anytime
Download your full register as a secure PDF or print-ready document for offline peace of mind.
Your children don't search.They simply open Vashiyat.
Every financial life deserves a home. Give yours one — starting today. Early access opens in waves.