If something happened to you tomorrow, would your family know what you own, where the papers are and what to do next?
AssetKhata brings your family's wealth and important documents into one secure place, so nothing is lost, forgotten or left to guesswork.
YOUR COMPLETE NET WORTH
See property, shares, mutual funds, bank accounts, FDs, gold, crypto, insurance, EPF, PPF and NPS alongside your home and personal loans. Share, gold and crypto prices update automatically, so you always know where you stand.
A DOCUMENT VAULT BUILT FOR TRUST
Keep property papers, insurance policies, ID cards and certificates together. Locked documents are encrypted on your iPhone before they are uploaded, so not even AssetKhata can read them. Open them with Face ID.
BUILT FOR THE WHOLE FAMILY
Invite your spouse, parents or children and decide exactly what each person can see and do. Some can add and edit, others can only view. Set a family password so your loved ones can open locked documents if they ever need to.
SCAN ONCE, FILED FOREVER
Scan a paper with your camera or upload many files at once. AssetKhata reads each document, gives it a clear name and suggests the right folder. Get a plain-language summary of any policy or agreement in seconds.
JUST FORWARD IT ON WHATSAPP
Send a PDF or photo to the AssetKhata WhatsApp number. It waits safely in your vault until you file it.
NEVER MISS AN IMPORTANT DATE
Timely reminders for insurance renewals, EMIs, FD maturities and documents about to expire.
KNOW YOUR FAMILY IS READY
A readiness score shows what is missing, such as nominees, insurance cover, key documents or emergency contacts, and helps you fix each gap in a few taps. Draft a will and leave a clear step-by-step guide for your family.
PASSWORDS AND 2FA CODES
Store logins and two-step verification codes in the same locked vault.
MADE FOR NRIs TOO
Log your trips and see your Indian tax residency status for the year.
ASK ABOUT YOUR MONEY IN PLAIN WORDS
Get clear answers about your finances. AI features are optional and run only when you choose to use them.
WHY FAMILIES TRUST ASSETKHATA
• Locked documents and passwords are encrypted on your device
• App lock with Face ID
• You decide what every family member can see
• Regular encrypted backups keep your records safe
• Available in English, Hindi and Gujarati
Start with one property or one document. In a few minutes, your family will have one place to find everything that matters.
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