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Claimily

A thoughtful place to begin

Make room for
what matters.

Every life's work should find its way home.

A private place for your assets, trusted people and next steps.

01

Record your financial assets

02

Review nominee details

03

Choose who should help

Preview mode: connect Supabase in Netlify to enable cloud sign-in and sync.

A clearer financial future

When your family needs a starting point, make sure they have one.

One private place for your assets, people and next steps.

Bank accountsFixed depositsInsuranceDemat & sharesMutual fundsNPS · EPF · PPF
YOUR ASSET OVERVIEWPrivate · Organised
Everything important, in one view₹24,43,740Last reviewed · Today
Banking & cash04
Protection02
Investments06
Next reviewIn 30 days ↗
01Your financial assets

See the whole
picture.

Keep every account, policy and investment in one private record.

My financial assetsUpdated today
Total recorded value₹24,43,740
Bank accounts₹8,42,500
Insurance₹1.25 Cr
Investments₹14,76,240
02Your trusted circle

Name the right
people.

Connect nominees and trusted people to what they may need.

Priya SharmaPrimary nominee · Life policyConfirmed
Arjun MehtaTrusted personInvite pending
L
03Your next step

Make the next step
easier.

Leave clear notes, dates and guidance for the next conversation.

Family handover plan3 steps
01
Review asset detailsLast checked · 12 Jun 2026
✓
02
Confirm who should helpTrusted person selected
✓
03
Share the right starting pointReady when needed
→

Your financial assets, reimagined

Everything important,
kept in view.

Keep accounts, policies and investments clear and current.

BankingUpdated today
₹8,42,500Across 4 accounts
↗Balance, nominee & trusted person
ProtectionReview due in 30 days
₹1.25 CrLife & health cover
✦Policy details, beneficiaries & dates
InvestmentsSynced this month
₹14,76,240Demat, funds & retirement
◌Holdings, folios & transmission notes

Business model & pricing

One service.
Four ways to begin.

Start with free public guidance, then choose the level of support that fits your family or practice.

For getting started

Free

₹0 / forever

Build a first financial asset list and keep the essentials in one private place.

  • Up to 3 assets
  • Nominee and trusted person notes
  • Public guidance and official links
Direct-to-consumer · C-End

Premium DIY Package

₹1,999 / single estate settlement

A guided route for families who need a clear, private starting point after a loss.

  • e-Stamp processing fees included
  • 1 multi-party Remote Video-KYC session
  • Guided settlement checklist
B-End · volume tier

Pay-Per-Case

₹2,000 / case processed

For CAs, IFAs and estate lawyers who want to add a premium estate-support service for clients.

  • Pass through as a client service
  • Indicative ₹15,000 client bill
  • Structured case workflow
B-End · SaaS toolbox

Professional Workspace

₹9,999–₹29,999 / year

A collaborative workspace for teams supporting multiple families and recurring workflows.

  • LLM-powered document generation
  • Multi-party workflow dashboards
  • Team collaboration and reporting

Indicative pricing for validation through customer interviews and pilots.

Guidance when it matters

When someone is gone,
you still have a next step.

Clear guidance for families with or without a Claimily plan.

Free · for everyone

Start with public guidance

Official links and checklists, even without a Claimily account.

Paid · when you need more

Turn a difficult case into a plan

Personalised checklists, private organisation and follow-up support.

Coming soon

Financial clarity,
made easier to pass on.

Q2 2027Expected launch
1,248People already registered interest

Join the early access list for launch updates and first access.

Claimily

Your financial control centre

Know where your money
should go next.

Make a private list of your banks, insurance policies and investments, then record who should help your family begin.

Add an asset
A plan shaped around you.

One step at a time

Add financial asset

01

For bank accounts and policies, enter the current amount. For shares or funds, enter the number of units or shares.

Never enter passwords, PINs, account numbers, or recovery codes. Claimily stores only the planning details needed for a handover.

Your assets at a glance

Your financial plan

02
Banking & cash0No assets yet
Protection0No assets yet
Investments0No assets yet
Other assets0No assets yet
Live plan viewReady when you are
Recorded value—Add a currency value to see the total.
Plan coverage0%0 of 4 areas started
Needs a handover owner0Add a trusted person to prepare the handover.
Portfolio mix

Where your value sits

₹0 total
Allocation signal

Where your plan is forming

Plan activity

Recent movement

Awaiting first entry

    Paid handbook · preview

    One institution at a time.

    04

    Step-by-step guidance, document checklists and practical examples for each bank, insurer, broker and public scheme. Every guide is maintained as a separate institution record.

    Examples are illustrative and contain no real customer data. Always confirm the latest requirements with the institution before submitting documents.

    Paid support · preview

    A human team for the next step.

    05

    Keep one private support thread across phone calls, video reviews and messages. Your family can return to the same case instead of starting again each time.

    Dedicated customer lineOne place for every question.

    A paid support team can coordinate institution checklists, trusted-person handover and follow-up work.

    Private case log

    Choose how to talk

    Never send passwords, PINs, OTPs, recovery codes or full account numbers.

    Your signed-in support timeline is stored in your private account. Email notifications are sent only to the configured Claimily support inbox; never send passwords, PINs or OTPs.

    Claimily

    Practical guidance after a loss

    Start with the right
    next conversation.

    Everyone can access the public starting points below. If the case needs more structure, Claimily can help turn the information into a private, personalised plan.

    Free · public information

    Official starting points

    00

    These links are open to users and non-users. Use them to confirm the latest forms, contacts and requirements directly with the relevant authority.

    RBI · nomination and settlementBank deposits, nominees and deceased depositor claims EPFO member portalNominee death-claim and pension-claim entry points IRDAI · insurance repository FAQAuthorized representatives and insurance access after death NPS TrustOfficial pension and withdrawal information SEBI InvestorInvestor education, intermediaries and complaint routes

    Official pages can change. Claimily does not replace the institution, a lawyer, a tax adviser or a financial adviser.

    Institution guides

    What to prepare

    01
    Bank accountsHDFC · SBI · ICICI · Axis

    1. Notify the bank through its official branch or support channel.

    2. Prepare the death certificate, claimant ID, relationship proof and nominee or legal-heir documents.

    3. Ask for the deceased-claim or account-settlement form and confirm whether the account will be transferred, closed or placed into a claim process.

    4. Keep a record of the claim reference, submitted documents and expected follow-up date.

    HDFC Bank ↗SBI ↗ICICI Bank ↗Axis Bank ↗
    Insurance policiesLife · health · general cover

    Locate the policy number, insurer contact details, death certificate and nominee information. Ask the insurer which claim form, medical records or additional proof is required before submitting anything.

    Demat, shares and mutual fundsHoldings · folios · nominees

    Identify the broker, folio or demat details without sharing passwords. Ask about the transmission process, nominee claim route, KYC requirements and whether a succession certificate or other legal document is needed.

    Retirement and public schemesNPS · EPF · PPF

    Contact the relevant administrator, verify the nominee record and request the applicable death-claim or settlement checklist. Keep every acknowledgement and reference number.

    Claimily provides organisation and preparation guidance, not legal, tax, banking or financial advice. Processes can change, so verify every requirement with the relevant institution.

    Claimily

    Enterprise workspace

    One view for
    every family.

    Import a structured CSV once, save the fields as a reusable template, and give your team a calmer way to review assets, trusted people and follow-up work across households.

    Built for careful coordination Data in this prototype stays in this browser. A production workspace would use role-based access, encryption and audit logs.

    Batch import and templates

    Start with the structure you already use.

    01

    Records imported

    0
    02

    Categories covered

    0
    03

    Trusted people linked

    0
    04

    Current template

    0

    Import data

    Bring in a portfolio

    01

    Use the template above or upload your own CSV. We map common fields such as family, asset type, provider, value and trusted person for this demo.

    Reusable setup

    Save a template

    02

    Once your columns are recognised, save the structure as a named template for the next client batch.

    Recognised fields

    Import a CSV to see fields

    Saved templates0

    No templates saved yet.

    Portfolio dashboard

    Review every imported record

    03

    Use this view to spot missing contacts, compare categories and prepare the next family conversation.

    Your enterprise dashboard starts with a CSV.

    Import a batch to see records grouped into a review-ready table.

    Claimily

    Your next step

    Review your
    service appointment.

    Read this draft carefully before recording your demo acknowledgement.

    ✳ DRAFT · PROTOTYPE

    Digital legacy support agreement

    This sample describes the kind of service appointment Claimily may offer. The final service terms would need to be reviewed and agreed separately.

    01

    Your instructions guide our work

    The service would follow the choices you record and the scope set out in a final agreement.

    02

    We would verify authority first

    Any action would depend on appropriate evidence, applicable law, and the relevant platform’s rules and procedures.

    03

    No passwords or account takeover

    You should not give us passwords, PINs, recovery codes, or security credentials. We would use permitted official processes.

    04

    Some requests may not be possible

    Platforms may limit access, deletion, transfer, or memorialisation. Financial assets require the appropriate legal and financial processes.