Plan around uncertainty
Life is inherently uncertain — the source positions preparation as something families should plan for rather than ignore.
An end-to-end encrypted digital repository where you store every investment, policy and document — so the people you love are never left searching in the dark.
The supplied source frames Wealth Samadhan around the problem of families losing track of financial information during illness, accidents, disruption or major family changes.
Cardiovascular disease, cancer and respiratory illness are identified in the source as leading causes of death.
Road accidents and other sudden events can disrupt a family's normal access to information.
During Covid-19, the source says many families lost track of investment information.
The earning member may hold the full picture, while it remains unshared or partly shared.
The source highlights nuclear families and complex relationships as a reason for more undisclosed financial information.
Life is inherently uncertain — the source positions preparation as something families should plan for rather than ignore.
Man-made disruptions and natural calamities can arrive before paperwork and financial information are organised.
The source says families deserve to be prepared, informed and confident during a contingency.
Every account, policy and holding recorded in one structured profile.
A living record that stays current as your portfolio changes.
Certificates, policies and statements stored together and easy to find.
The source states that information entered into the system is encrypted before storage.
The supplied page makes several security and privacy claims. These should be technically verified against your actual implementation before publication.
The source states that the service provider does not have access to stored investment information because it is encrypted end-to-end.
It also describes contingency access being issued to a named nominee or emergency contact.
The supplied source describes a three-step setup process.
Share your name, phone number and email to begin setting up your Wealth Samadhan Card.
Create a password and start adding investments, policies and documents into your private repository.
Name the person who should be able to access the information if a contingency arises.
Set up your Wealth Samadhan Card in a few minutes — no paperwork, no waiting room, according to the supplied source.