Financial Inventory

The Financial Inventory is a structured way to list everything you own: bank accounts, investments, insurance, property, loans, and more. We support 12 categories, each with guided fields so you know exactly what to add. For example, for bank accounts we ask for the bank name, account type, IFSC, nominee, and approximate balance.

You're not uploading documents here—you're creating a clear record of what exists and where. Think of it as a master list your family can use when they need it.

When someone passes without a clear record, families spend months—sometimes years—hunting for accounts, policies, and paperwork. Banks hold unclaimed funds. Insurance goes unclaimed. Property disputes drag on. The human cost is enormous.

A single, organized inventory changes that. Your family knows exactly what you have, where it is, and who the nominee is. They can act quickly instead of guessing.

Start with the categories that matter most to you. Bank accounts and insurance are usually the quickest wins. Add one asset at a time. You can save and come back later—we don't expect you to finish in one sitting.

Each category has helpful hints. For nominee, add the person who will receive the asset if something happens to you. Keep nominee details up to date—that's one of the most important things you can do.

Update nominees regularly. Banks, insurance, and mutual funds let you change nominees online or with a form. It takes minutes.

Don't worry about exact balances. Approximate ranges are fine. The goal is clarity, not precision.

If you have assets in multiple countries, you can note that. We're building for India first, but the structure works for everyone.