Know what you own, and where it sits

A calm, consolidated view of your family’s money: simple dashboards, tidy documents, timely reminders.

What is the service?

A structured wealth-tracking and documentation programme for families. We set
up a consolidated view of assets and liabilities, organise proofs and policies, and
keep records up to date. You stay in control: we provide read-only tracking and
local coordination, not execution or advice.
This is a paid service and is billed separately. Software licences and third-party
costs (if any) are charged at actuals.

How do we add value?

  • Single net-worth view: Mutual funds, equities, bonds, real estate, insurance, loans — tracked in one dashboard.
  • KYC & nominee audit: Find gaps, flag errors, prepare corrective checklists.
  • Reminders that matter: Maturities, SIP/SWP dates, policy renewals, medicals, locker renewals.
  • Succession readiness kit: A clear “in case of emergency” pack for the family, with access rules you control.
  • Clean reports: Quarterly snapshots and year-end packs ready for ITR and auditors.

Our USP

Read-only, client-first design

We do not take PoA or move money.

Tool-agnostic

We work with popular software or a simple spreadsheet if you prefer.

Get your family wealth organised

Ask for a scope note, tool options, and a fee quote.

Book Your Consultation

How it works: 4 simple steps

1

Map & gather

List assets, liabilities, policies, and key documents.

2

Set up & verify

Connect feeds where possible, upload proofs, tag owners and nominees.

3

Report & remind

Deliver your dashboard, schedule reminders, fix gaps.

4

Maintain

Quarterly reviews, year-end pack, update after life events.

What we do / do not do, under this Service?

We do

Track, collate, remind, prepare checklists, coordinate with service providers.

We do not

Give investment advice, execute transactions, act as custodian, or guarantee third-party software uptime.

Pricing (indicative)

  • Set-up fee: Based on number of family members and entities.
  • Annual retainer: Includes quarterly reports, reminder service, and limited local coordination.
  • Extras: Physical filings, notarisation, and specialised work are quoted case by case.
  • GST applies at the prevailing rate.

FAQs

Is this an advisory or portfolio management service?

No. This is informational tracking and coordination. We are not Investment Advisers under SEBI (Investment Advisers) Regulations, 2013, and we do not provide investment advice or manage money.

We use read-only data where possible, avoid storing passwords, and keep audit trails. You choose who in the family sees what. If you prefer, we can run the whole programme on your own storage.

Yes. We prepare the checklist. Any third-party fees (bank/registrar/notary/courier) are separate.

We scope for an immediate family by default. Larger groups, HUFs, trusts, or holding companies can be added to the mandate.

We set up a succession readiness kit with your nominated contacts and access rules. Activation follows your written instructions.

Yes. Your year-end pack includes statements and summaries. If you want filing support, our ITR service is available as a paid add-on.

Yes, as part of the net-worth view. We rely on your valuations and documents; we do not appraise assets.

Disclosure & disclaimer

We provide informational support for tracking and documentation. We are not Investment Advisers as defined under the SEBI (Investment Advisers) Regulations, 2013 and do not provide investment advice or recommendations on SEBI-regulated products. Nothing here is a recommendation to buy, sell, or hold any investment. You must determine, on your own behalf, the merits, risks, and suitability of any investment product. We do not act as custodian and do not execute transactions. Third-party software and service charges, where applicable, are payable by the client. For full licences and website-wide disclosures, see our Disclosures page.