A digital archive of your assets that can be accessed from anywhere in the world. No need to depend on emails or shared drives. Always available, always secure.
 

• A comprehensive digital archive with industry-leading banking+ security technology

• Share your EasyPortfolio with family, close friends, and trusted advisors

• Event-based disclosure mechanism allows you to share when you want

• Portfolio summary issued automatically to your Digilocker account.

• Get everything important organized once and for all -- List all bank accounts, Life Insurance Policies, Medical insurance, FDs, Mutual Funds, Bitcoin and more.

Get counsel from our specialist team of Estate and Inheritance lawyers in strict confidence. Right advice in your specific context helps in avoiding social and legal conflicts.

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• Legally drafted Wills from the comfort of your home

• Advisories from specialist lawyers 

• Probate procedures conducted at transparent pricing

• Drafting Trust deeds, filing and registration along with consultancy on Trust management

• General or Specific powers of attorney depending on your need

• Letters of Succession specific to your need, filed in the appropriate court.

Get the right advice on how to place an inheritance claim. Be guided by our AI-driven engine that prioritises claims processes that have the highest possibility of satisfaction. 

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• Fill out a short form or simply use the EasyPortfolio to identify assets that need to be claimed.

• Our AI engine will assess every asset class and recommend the next steps.

• We help you at every step, with the right documentation and legal advice if needed.