About Moksha Sutra

You know which bank accounts and insurance policies you have. Your family may not. Moksha Sutra helps you bring those records together and share the details and documents you choose with your nominee or family. They have one place to view what you have shared.

Why we built Moksha Sutra

Family financial details tend to end up in different places: a folder at home, an email account, a bank app or one person's memory. That makes it hard to keep track of everything and explain it to the people close to you.

We built Moksha Sutra to make organising and sharing financial records easier. Share today, go through the details together and decide what each person can see. You do not have to finish everything at once.

What you can do here

Help family know which accounts, policies and important documents exist. Start with a simple note and share the details digitally. Point to a cupboard, email, Google Docs, Drive or laptop folder if useful. No bank login, Aadhaar OTP, account number or balance is needed to begin. Detailed financial tools are there when you choose to use them.

Share with the people you trust

Choose which record details and original documents your nominee or family member can view. They can see what you have shared under Shared with me in their own account. Keep the rest to yourself. Our Help page explains how to share and access records.

Keep track of the records that matter

Note your bank accounts, investments, insurance, property and loans in one place. Review any details drawn from a document or voice note before you save them.

Keep your nomination notes close

Keep private notes about intended nominees with your records. These notes do not change a nomination held by an institution or transfer legal rights.

Prepare for a conversation about your will

Write down what you own and what you intend to do with it. These are preparation notes to take to a qualified legal professional, not a legally executed will.

Find and understand your documents

Note where physical papers are kept, attach originals, or upload a PDF or photo for guided review. You can also upload voice notes in English, Hindi or Hinglish. Check extracted details before saving. Signed-in users start with 5 document uploads and 50 voice-note uploads. Extended access is by invitation.

Ask Moksha Sutra

Ask about saved records, your processed document pages or how to use Moksha Sutra. You can use English, Hindi or Hinglish. Follow links to the records behind an answer, or to official websites when you need to check an Indian financial procedure. Detailed AI explanations need your permission and available allowance. The assistant cannot file claims, give personal professional advice or verify records with institutions.

Your information stays yours

You decide what to save and what to share. Moksha Sutra uses sign-in protection and encryption in transit. Optional AI processing asks for your consent before sending information to an external service.