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HOW NAKSHA WORKS

How Naksha Protects Your Family

A simple, private, complete way to ensure your loved ones can find everything you've built.

THE JOURNEY

Seven steps to a protected family.

1

Create Your Naksha

2 minutes

Register with your phone number. Choose Raah (individual), Saath (couple), or Virasat (family). Verify via WhatsApp OTP. Set your password. You're in.

2

Map Your Financial World

15 minutes

Bank by bank, policy by policy, property by property — map everything your family has. You enter the institution name and branch. Never account numbers. Naksha has 8 categories: Banking, Insurance, Investments, Property, Loans & Liabilities, Business, Minor's Investments, and Professional Contacts.

The Naksha Golden Rule

Store WHO you have the account with — not the account number.

Store WHEN it matures — not how much is in it.

Store WHERE to go — not the key to access.

BankingInsuranceInvestmentsPropertyLoans & LiabilitiesBusinessMinor's InvestmentsProfessional Contacts
3

Build Your Digital Tijori

3 minutes

Add up to 5 digital financial apps — your banking apps, investment platforms, UPI wallets, insurance portals. When your family needs it, they get an auto-freeze list and a 30-day survival guide.

Banking AppsInvestment AppsUPI AppsWalletsInsurance Apps
4

Name Your People

5 minutes

Your Emergency Contact — the first person to be notified. Your Witnesses — who confirm the situation. Your Margdarshak — the trusted guide your family should call first. None of them can access your Naksha on their own.

5

Write Your Letter

5 minutes, optional

In your own words. Say what you never got to say. Leave instructions, wishes, love. This letter is encrypted and delivered only when your family receives your Naksha.

6

Let the Life Signal Protect You

Automatic

Every 7, 15, or 30 days (depending on your plan), you receive a WhatsApp message. Tap once — 'I'm okay.' That's it. If you miss two in a row, the 9-step escalation begins — carefully, respectfully, with human verification at every critical step.

Check-in
Reminder 1
Reminder 2
Witness 1
Witness 2
IVR Call
Emergency
Ops Review
Family
Release
7

Your Readiness Score

Ongoing

Your Naksha Readiness Score shows how complete your financial map is. Score 100 out of 100 to earn the Naksha Seal — the mark of a fully protected family.

Instruments added
Digital Tijori apps
Margdarshak named
Emergency Contact
Witnesses added
Personal Letter

Complete all categories to score 100 and earn the Naksha Seal.

THE LIFE SIGNAL

The Life Signal — 9 Steps of Care

A careful, respectful escalation process that ensures your family is protected — with human verification at every critical step.

Step 0

You checked in — your family is protected

Step 1WhatsApp

WhatsApp reminder sent to you

Step 2WhatsApp

Second WhatsApp reminder

Step 3WhatsApp

Witness 1 notified

Step 4WhatsApp

Witness 2 notified (24h later)

Step 5Phone

IVR call to you

Step 6Phone

IVR call to your Emergency Contact

Step 7Human Review

Admin ops team flagged

Step 8Phone

Family contacted by ops team

Step 9Manual

Nominee access unlocked — manually by admin only

Step 9 is never automatic.

A real human being from our team personally verifies and authorises nominee access. Your Naksha is never released by a machine. This is an architectural, legal, and moral commitment.

THE RELEASE PACKAGE

What your family receives.

When the Life Signal escalation completes and your nominee is verified by our team, here's what they get — delivered with care.

Your Complete Naksha

Every financial instrument you mapped — who holds it, what type it is, which branch to visit, how to contact them. Your complete financial address book, delivered to your family in a clear, organised format.

Auto-Debit Freeze List

An immediate, actionable list of every digital account your family needs to freeze — UPI auto-debits, wallet subscriptions, recurring payments. Stop money from leaving before it becomes a problem.

30-Day Family Survival Guide

A step-by-step guide for your family covering the first 30 critical days — what to do first, which institutions to visit, what documents to carry, and who to call. No guesswork.

EMI Shield Alert

Every active loan and EMI is highlighted with due dates and amounts so your family never misses a payment. Late fees and credit score damage — avoided.

Nominee Verification Checklist

A complete checklist confirming that all nominees across your accounts, policies, and investments are correct and up-to-date. Peace of mind that the right people are named.

Margdarshak Contact

Your trusted guide's full details — name, profession, phone number, and your relationship — with a clear instruction: "Before you do anything else, call this person first."

Personal Letter

Your letter to your family — in your own words, from your heart. Say what you never got to say. Leave instructions, wishes, apologies, and love. Encrypted until delivery.

Children's Profiles & Guardian Info

Virasat Only

Everything about your children's financial profiles — their investments, their guardian's details, and instructions for their care. Includes Living Birthday Letters and the Complete Family Protection Protocol.

YOUR READINESS SCORE

How complete is your family's protection?

Track your progress with the Naksha Readiness Score. Complete all six categories to earn the Naksha Seal — the mark of a fully protected family.

72out of 100

Sample score — your actual score updates live in your dashboard

The Naksha Seal

Awarded at a perfect 100. The mark of a fully protected family. Your commitment, recognised.

What builds your score

Instruments added

Add your financial instruments

Digital Tijori apps

Store important app access info

Margdarshak named

Name your trusted guide

Emergency Contact

Add your emergency contact

Witnesses added

Add your witnesses

Personal Letter

Write a letter to your family

Score Milestones

WhatsApp notification at key milestones

Naksha Seal awarded at 100

20 minutes today. A lifetime of peace.

Start your Naksha now and protect everything you've built for the people you love.

Starting at ₹1,499/year +GST · No account numbers stored · DPDP Act compliant

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