Family Financial Legacy Vault

If something happens to you, your family won't be left searching.

Ledgrr keeps every bank account, investment, insurance policy, loan and nominee in one private place, and turns it into an emergency dossier your family can open when it matters.

  • No bank logins
  • No ads or trackers
  • Export any time

What you get

One trusted record of your family's money

Policies in one drawer, passwords in another, nominees nobody remembers. Ledgrr brings it together and keeps it ready for the day it is needed.

Everything you own, in one place

Bank accounts, FDs, mutual funds, stocks, EPF and PPF, insurance, loans, property, gold and vehicles, subscriptions. Rupees and eight other currencies.

An emergency dossier, ready today

One document with what your family needs: accounts, policies, loans, nominees, where the papers are, and who to call. Download it as a PDF any time.

Share it with family, privately

Send a link that opens a read-only copy without an account. It is encrypted in your browser, the key never reaches our servers, and you can revoke it.

See every nominee gap

The nominee map shows which accounts and policies name someone, and which name no one, before it becomes a problem.

Claim guides for your family

Step-by-step guides for claiming life and health insurance, bank accounts, demat holdings, EPF and government schemes, in the dossier.

Import your investments in minutes

Upload your CAMS, KFintech, NSDL or CDSL statement. It is read in your browser and never uploaded.

Never miss a renewal

Policy renewals, EMIs and subscriptions in one list of upcoming dues, with calendar reminders you can add to your phone.

Know where you stand

Net worth, a financial health score and plain-language advice from Ledgrr Advisor.

How it works

Ready in an evening, useful for a lifetime

  1. 1

    Add what you own

    Type it in, import a CSV, or upload your investment statement. Start with one account; add the rest over time.

  2. 2

    Name who should know

    Add family members, nominees and trusted contacts, and note where each document is kept.

  3. 3

    Be ready

    Your dossier stays up to date as you go. Share it with the people you trust, on your terms.

Private by design, not by promise

Your family's finances are the most sensitive thing you own. Ledgrr is built so that the safe choice is the default one.

Hidden by default

Amounts and account numbers stay masked until you choose to show them.

Locked when you step away

A PIN, or your fingerprint or face, after five minutes idle.

Yours alone

Your records are tied to your account at the database level, so no other Ledgrr user can ever reach them.

No trackers, no ads

No analytics and no third-party scripts watching what you do.

No bank passwords

We never ask for banking logins and never connect to your bank.

Yours to take

Export everything at any time: CSV per module, a PDF dossier, or a full backup.

Ledgrr will never ask for your OTP, PIN or password

Not by phone, SMS, WhatsApp, email or chat. If someone asks, even if they say they are from Ledgrr, it is a scam. Do not share it, and end the conversation.

Questions

Good questions to ask before you trust us

Who is Ledgrr for?+

Families in India, and Indians abroad, who want one trusted record of their money and paperwork, so nobody is left searching if the person who manages it is unavailable.

Can the Ledgrr team see my data?+

No other user can ever reach your records. Support can't open them on their own: only if you start a support session and read them its code can they see how your account is set up, never amounts, numbers or names, and every session is logged. They can always see a summary your app sends when you sign in, so they can find your account: your name, email and phone, when you signed up and last signed in, your device type and language, how many records of each kind you have, the storage you use, and when you last made a backup or dossier export.

Will Ledgrr ever ask for my OTP, PIN or password?+

No. Not by phone, SMS, WhatsApp, email or chat. Anyone who asks, whoever they say they are, is a scammer.

Do you connect to my bank?+

No. You enter details yourself or upload a statement file, which is read in your browser. We never ask for banking passwords.

What does my family see if I share my dossier?+

A read-only copy with account numbers masked to their last four digits. The link expires after 7, 30 or 90 days, and you can revoke it at any time.

Can I take my data with me?+

Yes, always: CSV for every module, the dossier as a PDF, and a full JSON backup.