According to the Finance Minister of India, Smt. Nirmala Sitharaman (Budget 2019), unclaimed deposits in Banks rise by 27% to INR 14,578 Cr. in 2018.
So, why is this amount lying around with no one to claim?
Because the beneficiaries weren’t aware of the investments they were entitled to.
We know life provides us with 1000 things to worry about. In all of this hassle, you may forget to tell the beneficiaries the investments that they are entitled to. Besides unfortunate circumstances do not strike with a warning.
However, now, there is no need for you to worry. Just enter your investment details with us in investment safeguard and we will inform the beneficiaries when they need to know the information.
How does our app work?
Download Investment safeguard app and register by creating an account and updating profile details.
Manage family access
After creating a profile, add family members that are supposed to be your beneficiaries. Set the preferences for these beneficiaries. You can opt to verify the contact details of your beneficiaries and yourself.
Enter investment details
After managing the preference of family members, you will have to enter investment details. You can add up to 18 types of investment details. You can upload an investment file as well. You can create your investment profile. Therefore, you can use this app as an investment profiling app. So you don't have to worry about how to keep a record of investments. You can select the visibility that your family members can have to these investments.
After completing these 3 simple steps you can sit back and relax. We will take over from here.
We will be providing you with reminders. On these reminders, you should log in to acknowledge all is good and well. You can choose the frequency of these reminders. You can also choose the mode of receiving reminders.
A secured platform to store all kind of investment details
Investment safeguard provides you with a one-stop solution to store all types of investments that are currently available in the market. There are not many investment management apps that provide this. Our platform is also fortified with encryption. So we can Protect investment details with great efficacy.
Safeguard future of your loved ones with your investments
When the need arises your relatives will be able to see all your investments. So, your relatives can also use this app as an investment tracker app. You can also set preference for your relatives and maintain a preferred order of family members.
Once you’ve entered all your investment details we will be sending you timely reminders to check if everything is fine on your end. You can decide the frequency of these reminders. You can also choose the mode of receiving reminders.
Provide a sneakpeak to your family members
We provide a family member log in. You can configure permissions so that your family members have access to log in and access your investment information. Based on your preferences you can decide if any particular family member can access details of only a specific investment.
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