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Wealth Vision

A family wealth record, made in Mumbai

Everything your family owns. In one place.

Investments, insurance, bank accounts, cards and lockers for every member of the family, kept current and private. So nothing is forgotten, and nothing goes unclaimed.

Create your family's recordSee what it tracks
  • Data stored in India
  • Passkey & 2FA sign-in
  • Never asks for bank passwords
  • Stocks
  • Mutual funds
  • Fixed deposits
  • Bonds
  • PPF & EPF
  • NPS
  • Post office schemes
  • Gold & property
  • Life insurance
  • Health insurance
  • Vehicle insurance
  • Bank accounts
  • Credit cards
  • Bank lockers
  • Income
  • Expenses
  • Budgets
  • Goals

Why it matters

Indian families don't just lose money. They forget it.

An FD opened years ago. A policy only one person knew about. Shares from an old job. When no one has the full list, money quietly goes dormant, and the family never knows to claim it.

Unclaimed financial assets in India

₹1.84lakh crore

Bank deposits, insurance money, provident funds, dividends and shares with banks, RBI, SEBI and the IEPF, as stated by the Finance Minister at the launch of the “Your Money, Your Right” campaign.

Source: Business Standard, October 2025

₹78,213crore

in unclaimed bank deposits

Deposits untouched for 10 years or more, moved to RBI's Depositor Education and Awareness Fund. Up 26% in one year.

Source: RBI Annual Report, via Business Standard, March 2024

₹20,062crore

unclaimed with life insurers

Maturity, claim and refund money that life insurers could not pay out to policyholders or their families.

Source: IRDAI Annual Report, via Business Standard, March 2024

4nominees

now allowed per bank account

The Banking Laws (Amendment) Act, 2025 lets customers name up to four nominees. It only helps if your family knows the account exists.

Source: Free Press Journal, 2025

The fix isn't complicated. It's one complete, current list that the right people can see. That's what Wealth Vision is.

Read the full picture

What it tracks

One record for the whole family. Every rupee accounted for.

8 kinds of investment, 4 kinds of insurance, every bank account, card and locker, plus income, spending, goals and proper books.

Investments

Record every investment your family holds, member by member, and see one live total. Market prices and NAVs update on their own, so the number you see is the number that's true today.

  • Stocks
  • Mutual funds
  • Fixed deposits
  • Bonds
  • PPF & EPF
  • NPS
  • Post office schemes
  • Property, gold, silver & vehicles
Explore investments
All in one family pictureEvery module rolls up into the same net worth, for each member and for the family.See every feature

How it works

Set up in an evening. Useful for decades.

  1. 1

    Add your family

    Create your account, then add your spouse, children and parents. Choose who can see what.

  2. 2

    Record what you own

    Add accounts, policies and investments as you find them, or import stock holdings from Excel. Start with one; add the rest over time.

  3. 3

    Let it keep watch

    Prices and NAVs update on their own. Reminders arrive before card bills, locker rent and card expiry, so the record stays useful.

Always current

A record is only useful if it's up to date.

Spreadsheets go stale the week after you make them. Wealth Vision does the updating for you, on a fixed schedule, every day.

  • Every 15 minutesStock prices refresh, so holdings and P&L stay current.
  • 8:00 AM, dailyReminders for card bills, card expiry, locker rent and expected income, in the app and by email.
  • 11:00 PM, dailyMutual fund NAVs are pulled from AMFI, and NPS NAVs and bond data update.

Security & privacy

It's your family's most private data. We treat it that way.

No vague promises. Here's exactly how your account and data are protected.

How security works

Passkeys & 2FA

Touch ID, Face ID or Windows Hello, plus authenticator-app or email codes.

Stored in India

Your data lives on AWS Mumbai (ap-south-1).

Encrypted, twice over

HTTPS, plus AES-256 encryption of the data inside every request and response.

Last 4 digits only

Cards are saved by their last four digits. Never the full number or CVV.

No bank passwords

We never ask for your bank or broker login. You stay in control of what's recorded.

Your DPDP rights, built in

Download your data, correct it, name a nominee or ask for erasure, from Settings.

Who it's for

For anyone who'd rather their family never had to guess.

Couples

Two financial lives, one shared picture, with each person's records still their own.

Children of ageing parents

Know where your parents' FDs, policies and lockers are before you ever need to.

Parents planning ahead

Goals for education and a home, with the monthly SIP each one actually needs.

Family offices & HUFs

Double-entry books, ledgers and balance sheets next to the family's wealth.

Wealth Vision is

  • A private record of what your family owns
  • Current prices, NAVs and reminders
  • Shared only with the family members you choose
  • Yours to download or erase at any time

Wealth Vision is not

  • A bank, broker or advisor
  • A place that asks for your bank passwords
  • A seller of investments or insurance
  • Investment advice

Questions

Straight answers.

All questions

Wealth Vision is a private record of everything your family owns: investments, insurance, bank accounts, cards, lockers, income, expenses and goals. It shows each member's picture and the family's combined net worth, and reminds you before important dates.

No. Wealth Vision never asks for your bank or broker login. You add holdings yourself, or import stock holdings from an Excel or CSV file, and prices update on their own after that.

Reminders arrive at 8:00 AM on the day they are due: credit card bills, card expiry dates, bank locker rent, and the day recurring income such as salary or rent is expected. They appear in the app and by email.

In India, on Amazon Web Services in Mumbai (ap-south-1).

No. Cards are recorded by their last four digits only. Wealth Vision never asks for a full card number or CVV.

Under Section 14 of the DPDP Act you can name a nominee who can exercise your data rights if you die or become unable to act. That's separate from the nominee details you record against each insurance policy or account.

Start your family's record today.

Begin with one bank account or one policy. Add the rest when you have a quiet hour. Every entry is one less thing your family has to guess.

Create your account
Ask on WhatsApp info@valueye.in