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Secure Your Financial Life. Protect Your Family’s Future.
KeptIn is a secure digital vault that stores all your investment and financial information in one place and ensures that it reaches your trusted family members when they need it the most.
About Us
KeptIn was created to solve a major financial problem faced by families: the difficulty of locating and claiming financial assets after the death of a loved one.
- Complete financial inventory of investments in one secure place.
- Secure storage of important financial documents and records.
- Structured information for nominees and trusted family members.
Our mission is simple — to ensure that the financial planning done during a person’s lifetime actually benefits their family without unnecessary complications. KeptIn is not just a digital vault; it is a financial protection service that helps families identify, access, and claim financial assets with clarity and confidence.
Read moreWhy Choose KeptIn
KeptIn helps you keep your financial information secure, organized, and accessible so your family does not face confusion, delays, or stress when they need it most.
01 All your financial information organized in one place
KeptIn gives you a single secure place to maintain a complete financial inventory, including investments, insurance policies, accounts, property-related records, and important financial documents.
02 Peace of mind for your family
KeptIn is designed to ensure that your trusted family members and nominees can easily locate financial information when required. After the demise of the account holder, KeptIn also supports the family with guided assistance through the asset and claim process.
03 Strong privacy and security protection
KeptIn protects your information with encrypted data storage, secure servers, strict privacy controls, and controlled access mechanisms so your financial records remain protected.
Built to organize your financial life and protect your family’s future
KeptIn combines secure financial organization, nominee planning, and family support to make financial information accessible when it matters most.
Secure Vault 100%
Financial Inventory 90%
Family Access 75%
Claim Support 55%
Services
KeptIn helps you organize, secure, and protect your financial information so your family can access and claim assets without confusion or delays.
Financial Inventory
Maintain a complete and organized record of your investments, accounts, policies, and financial assets in one place.
Document Storage
Securely store important documents such as insurance papers, property records, investment statements, and other financial files.
Insurance Claim Support
Keep policy details, insurer information, nominee records, and claim-related documents organized so families can proceed smoothly when needed.
Nominee & Family Assistance
After the demise of the account holder, KeptIn supports nominees and families with structured information and dedicated Relationship Manager assistance.
How It Works
KeptIn helps you organize your financial life in a secure and structured way so your family can access the right information when it matters most.
01
Create Your Account
Sign up and create your secure KeptIn profile to start organizing your financial information in one protected place.
Secure profile setup
Private access
Easy onboarding
02
Add Your Financial Information
Record details of bank accounts, mutual funds, stocks, insurance policies, real estate, fixed deposits, and liabilities.
Investments
Insurance policies
Assets & liabilities
03
Organize Your Financial Life
KeptIn structures your financial data into a clear and organized format, making it easier to manage and review.
Clear financial inventory
Document storage
Structured records
04
Nominate Trusted Family Members
Add trusted individuals who should receive access to the right financial information when required.
Nominee planning
Family access support
Future readiness
05
Ensure Smooth Information Transfer
When needed, families can easily locate financial information, and KeptIn supports nominees with guided assistance for identifying and claiming assets.
Easy information access
Claim support
Relationship Manager assistance
Contact Us
For more information please contact the KeptIn team.
Portfolio
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- All
- App
- Card
- Web
Team
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Walter White
Chief Executive OfficerExplicabo voluptatem mollitia et repellat qui dolorum quasi
Sarah Jhonson
Product ManagerAut maiores voluptates amet et quis praesentium qui senda para
William Anderson
CTOQuisquam facilis cum velit laborum corrupti fuga rerum quia
Amanda Jepson
AccountantDolorum tempora officiis odit laborum officiis et et accusamus
Pricing
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Free Plan
$0 / month
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Business Plan
$29 / month
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Developer Plan
$49 / month
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Testimonials
See how KeptIn helps individuals and families stay financially organized, protected, and prepared for the future.
Rajesh Sharma
Business Owner
KeptIn gave me one secure place to organize my investments, insurance details, and important documents. What I value most is knowing that my family will not have to search everywhere if something happens to me.
Pooja Mehta
Working Professional
I wanted a simple way to keep my financial life organized and make things easier for my family in the future. KeptIn makes that possible with secure storage and clear information planning.
Amit Verma
Investor
My investments were spread across different places, and I realized how difficult it would be for my family to track everything. KeptIn helped me build a complete financial inventory with confidence.
Neha Agarwal
Family Planner
What makes KeptIn different is that it is not only about storing information. The support for nominees and families, especially during insurance and asset claims, makes it truly valuable.
Sanjay Kulkarni
Retired Professional
KeptIn gives peace of mind. My documents, policy details, and nominee information are properly organized, and I know my family will have guidance instead of confusion during a difficult time.
Frequently Asked Questions
Find answers to the most common questions about how KeptIn helps you organize your financial information and protect your family’s future.
What is KeptIn?
KeptIn is a secure platform that helps you store and organize your financial information, investments, insurance details, and important documents in one place, so your family can access the right information when it is needed most.
How does KeptIn help my family after my death?
After the demise of the account holder, KeptIn appoints a dedicated Relationship Manager to guide and assist the nominee or family through the process of identifying and claiming financial assets until they are properly transferred to the rightful nominee.
What kind of information and documents can I store in KeptIn?
You can store details of bank accounts, mutual funds, stocks, insurance policies, real estate, fixed deposits, liabilities, and important documents such as policy papers, property papers, investment statements, and tax records.
Is my data secure on KeptIn?
Yes. KeptIn is built with encrypted data storage, secure servers, strict privacy controls, and controlled access mechanisms to help protect your financial information.
Will my family have to pay KeptIn after my death?
No. KeptIn charges users a small annual fee to keep their financial information organized, but the family is not charged anything after the death of the investment holder.
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Financial Insights
Mar 20, 2026
Mar 20, 2026