Every investment your family holds, in one secure place.
WealthSafe brings your fixed deposits, mutual funds, PPF and more together, with holders, nominees, maturity dates and documents, all behind your own private login.
Free to set up. Your records stay yours, and yours alone.
Encrypted at rest
PAN and Aadhaar are encrypted in the database and only ever shown masked.
Yours alone
Every account is fully isolated. No one signs in and sees another person's data.
Private documents
Attachments are served only through links checked against who owns them.
One record holds everything about a holding.
Capture the first, second and third holders and a nominee, each chosen from your family with a quick search. Add the type, amount, start date and tenure, and WealthSafe works out the maturity date for you.
Made for the way families actually invest.
Search your family as you type
Holders and nominees come straight from your family list. Start typing a name and pick the right person, with no re-entering details.
Never miss a maturity
Fixed tenures calculate their maturity date automatically, and the dashboard flags everything due in the next thirty days.
See the whole portfolio
Totals, amount invested and recent activity sit on one clean dashboard, so you always know where things stand at a glance.
Built to keep private things private.
Your identifiers, your documents and your records are protected at every layer, from the database to the login form.
Encrypted identifiers
PAN and Aadhaar are encrypted in the database and displayed masked, so the full number is never on screen.
Per-user isolation
Each person reaches only their own records. Data isolation runs through every page and every query.
Protected sign-in
Passwords are hashed with bcrypt, and every form is guarded against cross-site request forgery.
Secrets kept apart
Database and email credentials live in an isolated config folder, never mixed into your pages.
Set it up the way you think about money.
Add your family and your own categories once. WealthSafe keeps them tidy and stops you from removing anything still in use.
Family
Add yourself and your family (name, date of birth, PAN and Aadhaar), then reuse them as holders and nominees everywhere.
Investment types
Create your own categories (fixed deposit, mutual fund, PPF, or anything else you hold) and organise records your way.
Locked out? A one-time code has you covered.
Reset your password with a code sent to your email, in a branded message that matches the rest of WealthSafe.
Start keeping track today.
Create your account and add your first investment in a couple of minutes.