You choose what to share. They have a clear place to view it.
Share today and go through the details together. Start with one record and add more over time.
Share with your nominee or family
You choose which details and original documents to share. Your nominee or family member can view what you've shared in one place under Shared with me. Keep the rest to yourself.
What you have and owe
Keep track of accounts, investments, insurance, property and loans. Add details yourself, or check what a document or voice note found before you save it.
Documents and voice notes
Note where papers are kept, attach originals, or upload a PDF or photo for guided review. Voice notes can be in English, Hindi or Hinglish. Start with 5 document uploads and 50 voice-note uploads. AI processing asks for consent and available allowance.
Notes for your will
Write down what you own and what you intend, so you have a starting point when you speak to a qualified legal professional.
Ask Moksha Sutra
Ask about your saved records, processed document pages or an Indian financial procedure in English, Hindi or Hinglish. Follow source links to check answers. Detailed AI explanations need your permission and available allowance.
Nominee notes
Keep your own notes about intended nominees near the relevant records. These notes do not change anything held by an institution or transfer legal rights.