This gives the much-needed peace of mind for modern Indian families. Organize and securely share data with your loved ones.
Your wealth. Together.
Most Indian families manage wealth across more than five places.
Net worth is not just a number. It is a measure of financial security, retirement readiness, and the ability to handle emergencies without panic.
Yet for most Indian households, wealth is invisible. Safebox brings what you own, what you owe and what matters to your family into one view.
All assets + liabilities in one dashboard
Nominees, dependents & parents included
Insurance, FDs, documents. Never miss a date.
From SIPs to ancestral land, from LIC policies to sovereign gold bonds, this financial dashboard app organises it all automatically.
The app does not just track your wealth. It tracks your entire family's wealth. Add assets for your spouse, parents, or adult children and get one unified view of your family's net worth across members and asset classes.
Add your spouse, parents or children and keep their relevant wealth information connected.
Choose what each family member can see instead of sharing everything with everyone.
See the combined financial position across members and asset classes in one view.
Scattered across places.
Held together in one place.Here is a quick view of how the three platforms compare across the areas that matter to a family wealth picture.
| What you can track or manage | INDmoney | Kuvera | Safebox |
|---|---|---|---|
| Mutual funds & stocks | Yes | Yes | Yes |
| Insurance policies | No | No | Yes |
| Property & real estate | No | No | Yes |
| Gold & precious assets | Partial | No | Yes |
| Loans & liabilities | Partial | Partial | Yes |
| Family-wide net worth | Partial | Partial | Yes |
| Selective family sharing | No | No | Yes |
| Secure document storage | No | No | Yes |
| Nominee & legacy access | No | No | Yes |
| Renewal reminders | No | Partial | Yes |
| Bank-grade encryption | Yes | Yes | Yes |
| Indian asset classes | Partial | Partial | Yes |
Every layer of Safebox is designed around privacy, security, regulatory responsibility and your control.
Safebox operates under SEBI registration. This means regulatory oversight, defined data fiduciary responsibilities, and accountability to India's financial regulator.
Different family situations. One place to keep the financial picture together.
Real stories from people keeping what matters ready - for the moment they hope never comes.
This gives the much-needed peace of mind for modern Indian families. Organize and securely share data with your loved ones.
Great app. No glitches and very useful. Carefully designed according to each and every one of our needs. Highly recommend to others — kudos to the whole team.
By sharing my IDs and financial matters, I feel more secure for my family. Safebox enables a seamless upload and sharing experience with encrypted technology and AI.
Great app. I love how it automatically tracks our family's investments.
The app solved the real problem of worrying about sharing documents and assets through unsafe channels. Now my close circle has access to what they need without me manually updating them.
Really superb. I uploaded IDs, insurance, RC book, bank accounts, shares, mutual funds, and sale deed. AI reads and extracts important details, and I can share everything with invited family members. A truly useful safe basket!
Your data is protected through multiple layers of security. We use AES-256, the same standard trusted by banks and governments, to secure your files at rest and in transit. Every document you upload or share is encrypted during transfer, using TLS protocols.
Beyond encryption, Safebox uses tokenization to mask sensitive fields, so even within our system, your raw data stays hidden. Our AI is stateless, meaning it processes your documents without storing or remembering any of your information. You also get fine-grained access control, so only the people you choose can see specific data - no one else, not even us.
Safebox is India's most complete net worth tracker. It tracks investments, insurance, property, gold, and bank accounts in a single secure dashboard built specifically for Indian families.
INDmoney and Kuvera track investment portfolios. Safebox goes further by including insurance, property, gold, loans, legal documents, family access, and nominee management.
Yes. The app uses AES-256 encryption aligned with RBI-licensed bank security standards. Your data is never sold, shared with third parties, or used for advertising.
Yes. This platform supports all Indian asset classes including physical gold, ancestral property, LIC and private insurance, PPF, NPS, Sukanya Samriddhi, and sovereign gold bonds.
Yes. Safebox lets you share specific items only with the people who need them, while still keeping control over access.
Your net worth, your documents, your family's access. All in one place.
Finally, one number that tells you where you stand.
Download Safebox. Free →Available on Android and iOS. Free to get started.
