For individuals and families, wherever their wealth sits
Everything you’ve built. Protected for everyone you care about.
One private place to understand, organise, protect and pass on your wealth, across countries and generations.
About five minutes. No account, and your answers aren’t stored.
See it in the product
Calm screens for the most important paperwork in your life.
The whole household, at a glance
An estimate of what you own and owe, where it sits and who owns it, with the few things that need attention first.
Shown with an example family in London, with a home and pension in the UK and property in India. Figures are illustrative.
See everything. Understand what needs attention. Make sure the right people can act.
Not a will generator and not an investment tracker: a home for your family’s wealth that stays useful for a lifetime, and helps the people you trust when you can’t.
Wealth Map
Property, pensions, accounts, businesses and policies, in every country, with who owns what and who is named on it.
Wealth Check
Plain-language findings: an out-of-date nomination, a will that no longer fits, a home abroad nobody has planned for.
Wealth Plan
Prepare wills and powers of attorney with the facts already in place, then take them to a professional to finish.
Wealth Vault
Deeds, policies and certificates, encrypted and linked to what they relate to, so they can be found when needed.
Trusted Access
Decide who sees what, and when: now, if you can’t act, or after you’ve died. Nothing is shared that you didn’t choose.
Handover
When the time comes, your attorneys and executors get a clear briefing and a shared list of what to do next.
Your wealth doesn’t stop at borders. Neither should your plan.
Families live, work and own things in more than one country. Most planning tools cover one. We record every country on every plan, show which rules may apply, and help you plan across them with professionals who work in each.
We’re starting with the United Kingdom and India, and the many households that span both.
- Savings in Dubai, a flat in Bengaluru, and a family who don’t know where either is
- A pension in Leeds and a home in Pune, with a will that only covers one of them
- Children in one country, parents in another, and executors who need to act in both
Made for how Indian families hold wealth
In India, much of what a family owns passes by nomination, joint holding or the family HUF, not only by will. We record all of it, so nothing is left to be discovered later.
- Nominations on every bank account, demat account, mutual fund, PPF, EPF and policy
- HUFs, with the Karta and the family property they hold
- Registered and unregistered wills, and when probate is usually needed
- Personal law: Hindu, Muslim and Indian Succession Act differences
- Legal heir and succession certificates for the people you leave behind
- Powers of attorney and advance directives
For NRIs in the Gulf, the US, the UK and beyond
Living abroad, with a home and family back in India
Your plans have to work in both places. We keep the Indian side as carefully as the country you live in, so your family and executors have both in one view.
NRE, NRO and FCNR accounts
We flag resident accounts that should have been redesignated, and NRE accounts to change when you come home.
Money leaving India
What can be sent abroad freely, what’s limited to USD 1 million a year, and the Forms 15CA and 15CB that go with it.
Property and farmland
Flats, plots and ancestral land, with the limits on agricultural land held by NRIs.
Executors on two continents
A task list that covers both countries, and Indian lawyers who handle succession and NRI work.
How it works
Take the free Wealth Check
Four short screens and no account. See where your plans have gaps.
Build your Wealth Map
Add what you own and who matters. Rough values are fine.
Plan and share
Put wills and powers of attorney in place, and choose who can see what.
Keep it current
A calm yearly review, and a nudge when life changes. Never a stream of alerts.
Built to be trusted with a family’s affairs
Private by design
Documents and sensitive notes are encrypted. We never ask for bank or card logins.
Released only with care
A death certificate alone opens nothing. Every release is checked by a person and recorded.
Always yours to take
Export everything, any time, on every plan, including the free one.
We point, you decide
We show what needs attention. Regulated advice comes from professionals you choose.
Pricing
We’re piloting now
We’re working with a small group of families in the UK and India to get this right. Pricing for each country is coming soon, and the free Wealth Check stays free.
Start with a clear picture
The free Wealth Check shows where your plans may have gaps. It takes a few minutes and needs no account.
Take the free Wealth Check