Four steps to one financial home.
Outcomes, not jargon. Add what you own. Organize it. Choose who you trust. Stay protected — every day, and for the days that matter later.
Add what you own
Banks, funds, stocks, insurance, property, EPF, documents — start with a few, grow over weekends. Guided forms make it feel light.
- 10+ categories
- Statement-friendly uploads
- Documents beside each item
- Suggestions as you go
Organize everything
See your financial life in one place. Values, locations, contacts, and papers — arranged so you understand it at a glance.
- One clear register
- Categories that match India
- Easy to update anytime
- Export when you need offline
Choose people you trust
Decide who can ask for access, what they can see, and how they’re verified. Clarity for them — control for you.
- Unlimited trusted people
- Per-item access
- NRI / abroad friendly
- Optional guardian
Stay protected
Reminders keep you current. Nominee requests stay on your timeline. Your rules, your outcomes.
- Multi-channel reminders
- Approve or decline in one tap
- Saved path if you don’t reply
- Full activity trail
Someone you love may need this.
That's all. No fear. No manipulation. Just one day — when clarity matters more than searching. Your nominees can ask for access on your terms: approve, decline, or let your saved rule run.
You approve in time
Access is granted immediately to the assets you choose to share — full vault or specific items only.
You decline
Access is blocked. The nominee is notified respectfully, and a 30-day cool-down begins before another request.
The window closes without your reply
We follow the release path you configured. After the nominee is verified, your vault reaches the people you trusted — exactly as you set up.
Customisable review window
Example flow — length is yours to set
- 1
Phase 1
Nominee submits request
Identity checked with the verification steps you configure—mobile, email, and any extra proof you ask for.
- 2
Phase 2
You receive gentle reminders
Email and WhatsApp notifications — on the channels you use.
- 3
Phase 3
Nominees get notified
Optional: your designated guardian is informed so they can reach you.
- 4
Phase 4
Your configured outcome
If you have not replied by the end of your review window, the release path you set runs for the verified nominee. You can change course any time before then—from any device.
What it feels like for your nominees
Half the story is theirs. Here’s the journey end-to-end — calm, clear, and always on your terms.
Step 01
They know they’re named
When you add someone, they get a respectful, opt-in note. They know they matter — without seeing details yet.
Step 02
They request access when needed
They sign in, complete the checks you enabled, and submit a clear request — never a surprise dump of data.
Step 03
You’re reached everywhere
Reminders land on email and WhatsApp. Your guardian can help if you’re hard to reach.
Step 04
Your window, your decision
Approve, decline, or let your configured path run when time is up. You stay in charge until then.
Step 05
Details shared safely
They see exactly what you assigned — accounts, contacts, documents — so they can act with confidence.
Step 06
Life continues with clarity
Nothing important is forgotten. The map you built is ready when the people you trust need it.
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.