From scattered papers
to a family that's ready.
Seven simple moves. We do most of them with you. Here's exactly how the membership works — and what happens when it matters most.
During your lifetime
Four steps. One quiet afternoon.
After your first setup, the system watches your assets in the background. You only hear from us when something needs your attention.
Add your financial details
Upload insurance policies, bank statements, mutual fund statements, EPF passbook, property papers. Start with whatever you have on your phone right now.
We organise everything
Our AI reads each document, our experts verify it. Within hours, every asset sits structured in one place.
3 insurance policies detected
2 bank accounts identified
4 mutual funds tracked
We audit every gap
Our experts hunt for the small details that break claims later — missing nominees, lapsed KYC, name mismatches, expired policies.
Missing nominee in 2 policies
Incomplete KYC in 1 investment
Fix gaps with guided support
Each issue comes with a one-tap fix — nominee form, KYC update, name correction — pre-filled and ready to submit. We escalate the tricky ones to a human expert.
When it matters most
If something happens, your family is not alone.
One call. One expert. Every institution handled in parallel. Money in your family's hands in 30 days.
Step 05
We step in within 48 hours
A dedicated DhanSafe expert reaches out, takes a one-time briefing, and runs the process from there. Your family doesn't repeat the story to anyone.
Step 06
Full claim recovery — in 30 days
We handle insurance, banks, mutual funds, PF, and property in parallel. No queue. No follow-ups. No relatives running between branches.
Recovery in 30 days
vs the 12–18 month industry norm
Step 07
Family receives everything
Funds land in the right accounts. Documents reach the right hands. No paperwork confusion, no running around — just the closure your family deserves.
What you get
One yearly membership. Everything below.
Complete financial visibility
See your entire net worth in a single dashboard. No more spreadsheets, no more guessing.
No missing assets
We track down every dormant account, lapsed policy and forgotten investment.
All nominations verified
Every nominee on every asset, on record and legally valid. No surprises later.
30-day claim recovery — included
When the time comes, your family gets a dedicated expert. No success fees. No extra charges.
Family prepared
Up to 5 family members with secure access. They know where everything is, before they need to.
The difference
What used to take 18 months. What now takes 30 days.
- × Scattered documents
- × Missing nominees discovered too late
- × 12–18 months of paperwork
- × Family figuring it out alone
- × ₹1.5 lakh crore unclaimed nationally
- ✓ One vault, one dashboard
- ✓ Live audit, fixed before it matters
- ✓ 30 days to full recovery
- ✓ Dedicated human expert
- ✓ ₹2,499/year, all-in
DhanSafe Membership
Everything above included · No success fees · No commissions
Become a member →Now that you know how it works
Set up your vault in one quiet afternoon.
verified_userBecome a DhanSafe member₹2,499/year · Recovery included · Cancel anytime