✗ At least 10 characters✗ At least 1 uppercase letter (A-Z)✗ At least 1 lowercase letter (a-z)✗ At least 1 digit (0-9)✗ At least 1 special character (!@#$%^&*)
👁
Basic details to get started. You can complete your full profile later.
PariSampada
Your family's complete financial safety net — Surakshit Sada
0%
Family Protection Score
Start adding your details
0%
Vault Complete
0
Total Insured (₹L)
0
Nominees
0
Action Needed
Your Legacy Story
Welcome! Your PariSampada vault is empty. Start by adding your personal profile and nominees to begin protecting your family.
What to do next
● Import data from CAS / Bank Statement / Insurance PDFs
● Complete your personal profile
● Add your family members as relatives
● Add your insurance policies
Module checklist
Module
Purpose
Status
Action
Master Data
Personal profile, relatives, controller & family trust
Pending
Investments
MF, stocks, PPF, NPS, FD, gold, property
Pending
Banking
Accounts, storage, cards, loans
Pending
Insurance
Life, health, ULIP policies
Pending
Corporate Benefits
PF, EDLI, EPS, gratuity, corporate insurance
Pending
Govt Schemes
PMJJBY, PMSBY, ESIC, state schemes
Pending
Nominee Validation
Verify across institutions + HR email
Action needed
Key advisors
Bank RM, Insurance Agent, MF Distributor, and Company HR contacts are captured in their respective asset tabs and will be summarised here automatically.
Role
Name
Firm
Phone
Email
CA / Tax Advisor
Family Lawyer
Master Data
This is your single source of truth for all nominees. Add family members here. Their names will auto-populate in all asset nominee/beneficiary dropdowns across every module.
Personal Details
No personal details saved yet. Click "+ Add Personal Details" to enter your information.
Add Personal Details
📷 Upload Photo
Upload a passport-size photo. This will be shown during login verification.
Succession Law Note: In India, inheritance laws vary by religion. Hindu Succession Act applies to Hindus, Buddhists, Jains & Sikhs. Muslim Personal Law (Shariat) applies to Muslims. Indian Succession Act applies to Christians & Parsis.
List of Relatives
No relatives added yet. Click "+ Add Relative" to start building your family directory.
Add New Relative
Designate Controller
Designate who will manage your estate in case of emergency.
No controller designated yet.
Designate Controller
Family Trust
Family Trust: Define your trust entity and add trustees below.
No family trust configured yet.
Configure Family Trust
Trust Details
Trustee Master
Trustee
Full Name
Relationship
DOB
Aadhaar
PAN
Mobile
Email
Designation
Storage Locations
Define where your physical assets, documents, and valuables are stored. These locations appear as dropdowns in Gold/Jewellery and Ancestral forms.
No storage locations added yet.
Investments
Nominee (registered with institution) Beneficiary (your intended allocation) Minor -- Guardian required
Mutual Funds
No mutual funds added yet.
Stocks & Demat
No demat accounts added yet.
PPF / EPF / NPS
No PPF/EPF/NPS accounts added yet.
Fixed Deposits
No fixed deposits added yet.
Gold, Jewellery & Other Valuables
No assets added yet.
Ancestral / Inherited Assets
Note: Ancestral & inherited assets are governed by respective succession acts and cannot be distributed by will. This section is for disclosure purposes.
No ancestral assets disclosed yet.
Banking
Nominee Beneficiary
Bank Accounts
No bank accounts added yet.
Credit / Debit Cards & Card-linked Benefits
Many cards carry bundled insurance benefits that beneficiaries can claim. Only last 4 digits stored. Select your card variant to auto-populate known benefits.
No cards added yet.
Loans & Liabilities
No loans added yet.
Insurance
Nominee Beneficiary
Life / Term Insurance
No life insurance policies added yet.
Health Insurance
No health insurance policies added yet.
ULIP / Endowment
No ULIP/Endowment policies added yet.
Corporate Benefits
Nominee Beneficiary
Employer Profile
Your employer details are used across all corporate benefit sections.
No employer profile added yet.
EPFO -- Provident Fund
No PF entries added yet.
EDLI -- Employees Deposit Linked Insurance
EDLI provides life insurance cover up to Rs 7 lakh linked to your PF account.
No EDLI entries added yet.
EPS -- Employees Pension Scheme
No EPS entries added yet.
Gratuity & Leave Encashment
Gratuity is payable after 5 years of continuous service. Leave encashment and pending salary dues are also tracked here.
No gratuity / leave entries added yet.
Corporate Insurance
Track employer-provided insurance -- GMC, GTL, GPA, and other corporate covers. Include TPA details for claim support.
No corporate insurance entries added yet.
Government Schemes
Nominee Beneficiary
Track all government benefit schemes, their nominees, and beneficiary allocations.
No government schemes added yet.
Nominee Validation
Important: Registering a nominee with your institution is NOT the same as writing a Will. Validate that every account has the correct nominee on the official portal.
EPFO -- PF Nominee Verification Not Verified
Verify your PF nominee on the EPFO Member Portal (UAN login).
1. Login to UAN portal > 2. Go to "View" > "Nominee Details" > 3. Check nominee name, relationship, DOB, share % > 4. If incorrect, submit "E-Nomination" under "Online Services" > 5. E-sign with Aadhaar OTP
Bank Savings Account Nominees Not Verified
Visit your bank branch or check net banking for nominee registration status.
1. Login to net banking > 2. Go to "Service Requests" or "Account Details" > 3. Check nominee name > 4. If not set, submit Form DA-1 at branch or online
Storage Location Access Not Verified
Ensure nominees/family members know storage locations and have access details.
1. For bank lockers: check locker rental agreement for nominee > 2. If missing, submit Form DA-1 > 3. For home storage: ensure family knows safe combination/key location
Card-linked Insurance Benefits Not Verified
Verify card-linked insurance covers are active.
1. Check your card welcome kit or bank portal > 2. For RuPay cards, verify PMJJBY/PMSBY enrollment > 3. Some benefits require activation > 4. Card-linked insurance lapses if card is cancelled
Life Insurance Nominees Not Verified
Login to insurer portal or contact agent to verify policy nominees.
1. Login to insurer website > 2. "My Policies" > "Policy Details" > 3. Check nominee > 4. Submit change request if needed
Mutual Fund Folios Not Verified
Check each folio on AMC website, MFCentral, or CAMS/KFintech.
PDF bank statement — Account details, FD identification, balance info
FD Advice
Fixed Deposit advice letter — FD number, principal, rate, maturity
Passbook Image
Photo / scan of bank passbook — OCR extraction of account details
Insurance Policy
Life / Health / ULIP policy document — Policy details auto-fill
NSDL/CDSL CAS
Demat holdings statement from NSDL or CDSL — Stocks & bonds
Import
Drop your file here
or click to browse
Hint: CAS PDFs use PAN + first 3 letters of name. Bank statements may use DOB (DDMMYYYY) or customer ID.
What-If Simulator
Simulate different life scenarios to understand how your assets would be distributed. This uses your current nominee, beneficiary, and succession data.
Click a scenario above to see how your assets would be distributed
Alerts & Annual Review
Click "Scan for Issues" to check your estate plan for gaps and mismatches
Annual Review Checklist
👁 Preview Mode — You are viewing what your family members will see
Beneficiary / Legal Heir Dashboard
You are viewing vaults where you are registered as a Beneficiary or Legal Heir.
Claim Tracker
Track the status of each claim. Click a card to update its status.
Claim Process Guides
Step-by-step instructions for claiming each type of asset.
Document Checklist
Documents needed to claim all assets in this vault.
Family Member Dashboard
You are viewing vaults where you are registered as a Family Member — as nominee at institutions and/or beneficiary in the estate plan.
Claim Tracker
Track the status of each claim and handover.
Claim Process Guides
Step-by-step instructions for claiming and distributing assets.
Document Checklist
Documents needed for claims and distribution.
🛡️ Controller Dashboard
You are designated as the Controller for a vault owner. Your role is to manage asset disclosure and claims upon the owner's incapacitation or passing.
Owner Status
Proof Submission
Disclosure Trigger Summary
When each family member will receive access to vault information.
Asset Overview
Summary of assets under your stewardship. No modification allowed.
