Problem statement
Even the best of plans can be jeopardized due to unforeseen events.
What if there is sudden death of the earning member of a family ?
How do we solve the problem ?
My Wealth Protector
is an Online Subscription Platform
For
dependents of deceased earning member to assist them in gaining ownership of all the financial assets left behind by deceased earning member
Executed via
mobile app and call center support
Its not only beyond life
We also help the earning member organize his/her financial documents and investments. Our secure elocker helps user store and access these documents 24X7.
Organizer: Secured eVault to organize documents that can be accessed anywhere, anytime.
App Share: User can appoint a trustworthy ‘Deputy’ to share investment details & other documents at discretion.
Wish List: Users can preserve their wish list for future use of their loved ones via video, audio and text letters.
Beyond Life: Assistance given to deputy by service manager to get claims of all financial assets
How do we serve family after death ?
Service Manager
Exclusive Service Manager gets appointed
Authenticate
Service Manager authenticate the death case
Decryption
Data of deceased Decrypted under secured environment
14 Color coded
envelops for each asset class defined to simplify things for mourning family
Claim forms & Process
For each investment in each asset class the claim forms get filled up, a process of getting claim & then what documents need to be attached
Study & Printout
A team of professionals take printout of each document, segregate asset class wise and then study each investment