Step 1 of 5
Create your account
Your financial profile is encrypted end-to-end. Only you and the nominees you choose can ever access it.
🔒 Your data is encrypted with AES-256 before it ever leaves your device. We cannot read it.
Step 2 of 5
Add your financial assets
Select the categories that apply to you. You can add details for each one.
🏦
Bank Accounts & FDs
HDFC, SBI, ICICI
📈
Mutual Funds & Stocks
Zerodha, Groww
🛡
Insurance Policies
LIC, HDFC Life
🏠
Property & Real Estate
Flat, land, plot
💳
Loans & Liabilities
Home loan, car loan
₿
Crypto & Digital
Bitcoin, ETH, WazirX
Quick add — Bank Account
Step 3 of 5
Assign your nominees
Choose who receives access to your financial profile. They are only notified after you miss 3 consecutive check-ins.
PK
Priya Kumar
Spouse
AK
Arjun Kumar
Son
💡 How it works: Priya will receive a secure, one-time link to your financial profile only after you have missed 3 check-ins in a row.
Add a new nominee
Step 4 of 5
Set your check-in frequency
We send you a simple email at this interval. One click confirms you are active. Miss 3 in a row and your nominees are notified.
Monthly
Every 30 days
Quarterly
Every 90 days
Every 6 months
Every 180 days
Your check-in email looks like this
From: checkin@wealthguard.app
Rajesh, your quarterly check-in is here
Hi Rajesh,
Just checking in. Your financial profile is safe and private. Click below to confirm you are well. It takes one second, and your family stays protected.
Step 5 of 5 — What happens next
What Priya receives
After 3 missed check-ins, WealthGuard sends Priya a secure, verified email with everything she needs.
SECURE MESSAGE
Rajesh Kumar's financial profile — secure access for Priya Kumar
Dear Priya,
Rajesh set up this message for you through WealthGuard. He has not responded to his last 3 quarterly check-ins.
Below is a complete, verified record of his financial assets and the instructions he left for you. This link is valid for 72 hours and can only be opened once.
Rajesh set up this message for you through WealthGuard. He has not responded to his last 3 quarterly check-ins.
Below is a complete, verified record of his financial assets and the instructions he left for you. This link is valid for 72 hours and can only be opened once.
🏦 Bank Accounts & FDs
HDFC Savings Account••••4821
SBI Fixed Deposit₹12,00,000
📈 Investments
Zerodha Demat12 holdings
Groww Mutual Funds₹8,40,000
🛡 Insurance
LIC Term PlanPolicy ••••7734
Sum assured₹1,00,00,000
Your legacy is protected.
Rajesh set up his complete financial profile in under 10 minutes. Priya will always know what he built for her — automatically, securely, and with dignity.
8 min
Average setup time
₹0
To get started
100%
Encrypted, always