The organiser
You choose what to share
Sample data
Savings account, Canara Bank
Selected details: bank name and branch
Selected document: passbook.pdf
Share only the details and documents you choose. Keep the rest to yourself.
A clearer picture for the whole family
Help your family know what you have.
Bank accounts, insurance policies and important papers can be scattered across cupboards, email, Google Docs, Drive and laptop folders. Make a simple family record of what exists, add details or pointers that help, then share the record digitally with family you choose.
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No bank login. No Aadhaar OTP. No account number or balance needed to get started.
First, help family see what exists.
1. Make a simple list
Start with an account, policy or important document. No numbers or balances needed.
2. Add useful details
Write what family should know. Point to a cupboard, email, Google Docs, Drive or laptop folder if useful.
3. Share digitally with family
Choose who can view your record. They have one clear place to find the details you've shared.
Need help understanding a record? Ask Moksha Sutra in English, Hindi or Hinglish. Check the sources behind answers and follow official links for Indian financial procedures.
For both sides of the family
You choose what to share. Your nominee or family member has a clear place to view it. You can go through the details together today.
The family member
Your shared records, in one place
Sample shared record
Shared by Ramesh: 1 bank record
Canara Bank details and the selected passbook document
View in Shared with me
See the details and documents shared with you under Shared with me. Ask Moksha Sutra for help understanding the shared record details.
Your records, your private space
Bring important details together at your own pace. Your records stay private unless you explicitly share them.
Start today
- Chosen record details and documents for your nominee or family to view in Shared with me
- Notes about bank accounts, insurance, property, investments and loans
- Simple family notes with details or pointers to papers, emails and digital folders
- Private contacts for family and trusted people
- Will and nominee preparation notes for your own planning
- A simple view, and a detailed view with totals
- Document uploads and English, Hindi or Hinglish voice notes, with review before saving
- 5 document uploads and 50 voice-note uploads, with extended access by invitation
- Ask Moksha Sutra for record questions, document explanations and help using the app
What we’re planning next
- Consent-based bank and investment connections
- Access to independent legal professionals
- Tools to prepare for tax and insurance reviews
Adding a family contact or nominee does not grant access. Shared details are reviewed snapshots; later private edits are not shared automatically. AI processing asks for your permission and uses the available allowance. Check current balances and policy details with your institutions, and work with qualified advisers for financial decisions and formal legal documents.
Start with one thing
A bank name and where its passbook is. That is enough for today.