Our Services – Smart Financial Protection with KeptIn
KeptIn offers a range of services designed to help individuals organize their financial life and ensure that their families can easily access and claim their assets in the future. Our services go beyond simple data storage — we provide structured financial management along with real human assistance when it matters most.
What Services We Provide
1. Financial Information Management
KeptIn allows users to maintain a complete record of all their financial assets in one place. This includes bank accounts, mutual funds, stocks, insurance policies, real estate, and liabilities.
By organizing financial data in a structured format, users gain clarity over their investments while ensuring that nothing is lost or forgotten.
2. Secure Document Storage
Users can upload and store important financial documents such as insurance policies, property papers, tax records, and investment statements.
All documents are stored in a secure environment with strict privacy controls, ensuring complete protection of sensitive information.
3. Insurance & Asset Claim Support
One of the most important services offered by KeptIn is post-demise assistance.
After the demise of a user:
- A dedicated Relationship Manager is assigned
- Families are guided step-by-step
- Assistance is provided to identify and claim assets
- Support continues until all assets are transferred
This ensures that families do not face confusion, delays, or stress during difficult times.
4. Nominee Access Planning
KeptIn allows users to nominate trusted individuals who can access financial information when required. This ensures that the right people have the right information at the right time.
How We Deliver Our Services
KeptIn combines technology with human support to deliver reliable services.
- Users can easily input and manage financial information
- The platform organizes data into a clear structure
- Secure systems protect all user information
- Dedicated teams assist both users and families
- Relationship Managers guide families after demise
This hybrid approach ensures both convenience and reliability.
Benefits of Using KeptIn Services
1. Complete Financial Clarity
Users get a clear overview of all their financial assets in one place, making financial planning easier and more effective.
2. Peace of Mind
Knowing that your family will not struggle to locate or claim your investments provides unmatched peace of mind.
3. Time-Saving for Families
Instead of searching for documents and contacting multiple institutions, families receive organized information instantly.
4. Expert Guidance
With Relationship Manager support, families are guided through complex claim processes across banks, insurers, and financial institutions.
5. No Cost to Family After Demise
KeptIn follows a unique model — users pay a small annual fee, but families are not charged anything when they receive assistance after the user’s demise.
Why Choose KeptIn Services
- Centralized financial management
- Secure and private platform
- Dedicated human support
- Simplified claim process
- Family-first approach
KeptIn is not just a service — it is a long-term financial protection solution designed to safeguard your legacy.