Simplify Family
Wealth Across Generations
One secure platform to view, manage, and preserve
your family’s wealth—today and for the future.
Free to use upto 31/03/2026
ArthYaan Solution
Challenges Families Face
- Wealth spread across multiple assets, accounts, and documents
- Difficulty in estate planning and succession clarity
- Limited transparency for family members
- Risk of data loss, disputes, or miscommunication
How ArthYaan Helps
Unified Wealth Dashboard
View all family assets—investments, properties, businesses, documents—in one place.
Estate & Succession Planning
Digitally define heirs, roles, and transitions with clarity.
Secure Document Vault
Store wills, deeds, insurance, and legal documents securely.
Family Access Control
Decide who sees what, with role-based permissions.
Key Benefits
Peace of mind for current and next generations
Clear financial visibility
Reduced family disputes
Secure, long-term wealth continuity
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Family Members Onboarded
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Family Wealth Tracked
%
Data Security Uptime
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Wealth Continuity Supported
Ready to get started?
Start with only the modules you need and scale as You Add Asset Class To Your Investment Portfolio
Free to use upto 31/03/2026
