Legacy Vault – Premium Financial Record Management Service
Complete, confidential documentation of your wealth and legacy
For HNIs, Ultra HNIs, and Billionaires, wealth is often spread across multiple assets, businesses, and geographies. In such cases, the biggest challenge is not wealth creation — it’s wealth organisation. Families are often left struggling to locate property papers, bank accounts, investments, or even basic ownership details when the need arises.
Our Legacy Vault Service is designed exclusively for high-net-worth families who want every detail of their financial and non-financial assets professionally documented, secured, and accessible only to trusted loved ones.
This is not just record-keeping — it’s legacy preservation with absolute confidentiality.
Who Should Take This Service?
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HNIs, Ultra HNIs, and Billionaires with complex financial holdings.
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Business families with diversified assets across entities and geographies.
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Wealth owners who want to ensure smooth succession without confusion.
What Will Be Covered in This Service?
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Comprehensive Asset Documentation Recording every financial & non-financial asset (land, properties, investments, businesses, digital assets, luxury assets, etc.).
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Property & Land Records Including geo-coordinates, location details, and storage place of original documents.
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Succession Preparedness Ensuring heirs know what exists, where it exists, and how to access it.
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Financial Instruments Mapping of bank accounts, investments, loans, policies, nominations, and trusteeship structures.
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Secure Digital Vault Encrypted mechanism with controlled access for the owner and chosen family members.
Exclusivity Note:
This service is offered only to a select few families each year, given its highly personalised and confidential nature.
Session Details
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Consultant: CA. Yash Jain
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Fee: Custom
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Duration: Approx. 1 Month
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Mode: In-person/Online
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Delivery: Fully Documented