Frequently asked 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.

Stocks, mutual funds, fixed deposits, bonds, PPF and EPF, NPS, post office schemes (NSC, KVP, MIS, SCSS, RD and Sukanya Samriddhi) and physical assets such as property, gold, silver and vehicles.

Yes. Mutual fund NAVs are pulled from AMFI every night, NPS scheme NAVs and bond data are updated daily, and stock prices are refreshed every 15 minutes.

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.

Yes. Add your spouse, children and parents, then decide which records each member can see. An activity log shows who changed what, and when.

No. If your family has more than a couple of bank accounts, a policy or two and some investments, it is already easy to lose track. Wealth Vision is for anyone who wants one reliable record.

Yes. There is a full double-entry accounting module with ledgers, vouchers, bank reconciliation, trial balance, profit and loss and balance sheet, useful for family offices and HUFs.

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

You can sign in with a passkey (Touch ID, Face ID or Windows Hello) and add two-factor authentication with an authenticator app or email code, with backup codes for emergencies. Passwords are stored only as bcrypt hashes, and you are signed out automatically after 45 minutes of inactivity.

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

Under the Digital Personal Data Protection Act, 2023 you can see a summary of your data, correct it, download it as a PDF or text file, withdraw optional consents, name a nominee, raise a grievance and ask for your account to be erased. All of this is in Settings, under Privacy & DPDP.

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.

Create an account, verify your email and phone, add your family members and start recording what you own. You can begin with one bank account and add the rest over time.

Yes. Wealth Vision is a web app you can install on your phone or computer from the browser, and it keeps working briefly if your connection drops.

Wealth Vision is built by Valueye, a software company in Mulund West, Mumbai. You can reach us at info@valueye.in or +91 93210 12106.