Financial Record Management (FRM) Tool
Organise all your financial information in a single, secure document.
If something happens to you tomorrow, will your family know about your bank accounts, insurances, loans, or investments? For most households, the answer is no. Lack of documentation and financial transparency often leads to confusion, disputes, and even unclaimed wealth.
In India, over ₹67,000 crore of bank deposits lie unclaimed as of June 2025 — simply because families didn’t know where the money was or how to claim it.
Our Financial Record Management (FRM) Tool is built to solve exactly this. It’s a simple, secure, and easy-to-use Excel file where you can record every single detail of your finances — from bank accounts and insurance policies to digital assets and nominations. The aim is simple: your family should never be left clueless, and your wealth should never be left unclaimed.
We’ve deliberately kept this tool in Excel format — it’s offline, not cloud-based, and thus safe from hackers, intruders, and online breaches. It is encrypted with a password, making it both secure and easily accessible to your family when needed.
This tool is a copyright registered (L-131331/2023) — making it a unique, original, and trusted financial legacy tool.
Why This Tool Matters?
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Organise all your financial records in one simple file.
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Protect your family from the stress of missing information.
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Ensure your wealth is passed on smoothly, without disputes or delays.
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Covers everything — bank accounts, insurance policies, investments, loans, digital assets, emergency contacts and more.
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Encrypted with a password so that the file is accessible only by you and your loved ones.
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Easy to update and share with your loved ones whenever required.
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No internet, no cloud — safe and secured from hacking or online threats.
Who Should Buy This Tool?
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Every earning individual with dependents.
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Families juggling multiple accounts, policies, and investments.
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NRIs who want their families in India to stay informed about their finances.
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Anyone who believes in clarity, transparency, and leaving behind a financial legacy.
What You’ll Get?
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A ready-to-use Excel file with pre-structured sections for all financial details.
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Categories covering assets, liabilities, insurances, nominations, and digital assets.
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A step-by-step process map for family members on how to use the information.
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A digital product that’s easy to update and maintain.
Session Details
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Product: FRM Tool
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Price: ₹1,999
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Format: Digital Excel File
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Delivery: Instant after purchase