YOUR FINANCIAL LIFE, CONNECTED
Find what’s yours.
Plan for who matters.
Accounts, investments, policies. A lifetime of details, brought together through one conversation. Find forgotten assets, prepare for family, or take the next step on a claim.
You review the evidence. You stay in control.
- Find my assetsFind records you have lost track of.
- Prepare for my familyKeep records and instructions together.
- After a deathPrepare claims, one institution at a time.
The problem
A financial life gets scattered. Families are left piecing it together.
- Old accounts tied to a former name or address.
- Investments left behind after a job change.
- Policies and statements scattered across papers and apps.
- Missing or outdated nominations.
- After a death, a different claim process at every institution.
One conversation
One conversation. A clearer financial picture.
Tell Keeper what you know. Review the records it organises and fill in the gaps, one question at a time.
“There was an HDFC account from my first job, and my father had an LIC policy.”
- HDFC Bank · bank account · Self-declared
- LIC of India · insurance · Self-declared
- Owner of the LIC policy: needs confirmation
“Is a nominee recorded on the policy?”
One question at a time, with a reason if you ask.
Three stories, one assistant
Start with the situation you’re in.
Discovery plan
- Records you uploadNeeds information
- RBI UDGAM · unclaimed bank depositsAwaiting your permission
- SEBI MITRA · inactive fund foliosAwaiting your permission
- Connected sourcesNot connected
A search that finds nothing only tells us about that site and the details you gave.
How it works
From your first question to your next step.
Talk or type
Say what’s happening in your own words.
Establish permissions
Keeper explains who may act and what it will use.
Gather information and documents
Short questions over time, remembered between sessions.
Review evidence
Each detail shown next to its source.
Prepare or claim
A checklist and package for each institution.
Track outcomes
Approvals, follow-ups and results in one place.
Not sure? Skip a question or ask why it matters. Your progress is saved.
What you get
Clear records instead of a pile of papers.
An evidence-backed asset inventory
Evidence status, source and dated amounts for each holding.
A family financial record
Assets, papers and practical instructions in one place.
An institution-specific claim plan
Institution-specific requirements and a package to review.
Organised documents
Check extracted details against their source.
Outstanding tasks and follow-ups
See what is missing and who acts next.
Coverage
What you can organise and prepare.
Keep records across asset types. Guided searches take you to official sources; claim preparation currently covers bank deposits, mutual funds and life insurance.
| Asset type | Record organisation | Discovery assistance | Claim preparation |
|---|---|---|---|
| Bank accounts and fixed deposits | Available | Guided assistance | Available |
| Mutual funds | Available | Guided assistance | Available |
| Shares and demat holdings | Available | Planned | Planned |
| Unclaimed dividends and shares | Available | Planned | Planned |
| Life insurance | Available | Guided assistance | Available |
| EPF and related benefits | Available | Planned | Planned |
| NPS | Available | Planned | Planned |
| PPF and small savings | Available | Planned | Planned |
| Bank lockers | Available | Planned | Planned |
Official searches cover specific sources. Keeper cannot guarantee complete discovery or settlement.
Control
Your records. Your decisions.
Evidence you can inspect
Review each detail beside its source and correct it when needed.
Access previews and consent
Choose the intended scope and preview it. Contact sharing is not connected.
Approval and activity history
Review the recipient, documents and declarations. Changes require renewed approval.
Keeper prepares documents for you to submit. Institution connections and external submission are not available.
For banks & insurers
Pay the right heir, on time, every time.
Claims arrive organised
Each claim comes with its documents laid out beside what the claimant declared, so a reviewer starts from the facts.
Anything unusual comes with evidence
A flag shows what was expected, what was seen and where. Signals are things to look at, not proof.
Your team makes every decision
Risk follows fixed, published rules rather than an AI model. Approve, ask for documents or escalate, with everything on the record.
Pricing. Per claim verified, or an annual plan.
Open the claims console demo.The console is a demo with synthetic claims. Pricing is illustrative and no institution is connected.
Questions
Plain answers.
Can I use Keeper while I’m alive?
Yes. You can discover forgotten accounts, or organise what you have so it’s easy to find later.
Is it for end-of-life preparation?
Yes, without needing a medical reason. Keeper helps you record assets, documents, nominations, trusted contacts and practical instructions, without asking about health.
Can it help after someone dies?
Yes. It helps authorised family members, nominees or executors organise the case, find possible assets, understand each institution’s requirements and prepare claim documents.
Can I start a claim for an asset I already know about?
Yes. You don’t have to search first. Tell Keeper which asset, and it starts that claim directly.
Can Keeper find every asset?
No. It can analyse documents you upload and guide you through official searches. A search that finds nothing only covers that source and the details you gave.
What identity and authority are needed?
Institutions decide. A death certificate alone doesn’t authorise every action, and requirements vary by institution and case. Keeper explains what’s typically needed before you reach protected steps.
Is a trusted contact an heir?
No. A trusted contact is someone you choose to tell where your record is. Inheritance is decided by law and your will, not by Keeper.
Does it replace a will or legal advice?
No. It doesn’t draft wills, decide who is entitled to what, or represent you before institutions. For legal questions, talk to a lawyer.
Does Keeper send anything without asking?
No. Keeper prepares the package for your review. You submit it to the institution yourself.
A clearer starting point for your family.
Start with what you know. Add details as you go.