Net worth and portfolio tracker for Indian investors
A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
Not given
Not given
Based in
IN
GB
Pricing model
Freemium
Paid
Pricing
Core: free. Pro: ₹79 per month or ₹799 per year on launch pricing (first 100 accounts); regular pricing ₹129 per month or ₹1,299 per year. Available as auto-renewing UPI Autopay or one-time payment.
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features
Track 15 asset classes including stocks, ETFs, mutual funds, real estate, gold, bonds, fixed deposits, crypto and more
Bank statement import with automatic categorisation (CSV and PDF)
Life Map cash timelines and scenario planning with breaking points
Retirement and FIRE calculators including Coast FIRE and Barista FIRE options
Pro Score automated insights and risk/protection checks scored out of 100
Full data export and deletion capability at any time
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
What makes it different
No investment advice, no commissions, no data sales—only software for tracking and automated observations
Launch pricing locked for life on auto-renewing subscription at ₹79/month or ₹799/year instead of regular ₹129/month or ₹1,299/year
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
Fintrack Labs
SuccessionKeeper