Total Net Worth Dashboard
One complete view of what your family owns and owes.
TODAY'S INFORMATION, TOMORROW'S LEGACY
Family Wealth
Management & Maintenance Platform
Build your wealth.Protect your legacy.Give your family complete financial clarity.
Family Wealth Ledger
₹ 12.48 Cr
Real Estate
₹ 6.20 Cr
Investments
₹ 3.82 Cr
✦ Gold & Jewellery
Documents
Secure Vault
Legal Vault
Family
4 Members
Your legacy, connected.
Every asset mapped. Every future protected.
The Paramparanest advantage
Clarity is the New Currency
Move beyond simple asset tracking. Paramparanest gives your family a complete picture of assets, liabilities, investments, insurance, legal records, and succession planning in one unified platform.
Liability & Debt Management
Track obligations, repayment schedules and exposure with confidence.
Succession Planning
Create continuity for the people and responsibilities that matter.
Life Event Management
Prepare your records for every milestone and life transition.
Every Asset Has a Story, Every Generation Has a Future
A measured path to readiness
One Ledger. Four Essential Phases.
Define Your Family
Manage family members and assign secure role-based access.
Create Your Wealth Ledger
Add bank accounts, investments, real estate, liabilities and insurance.
Secure Your Documents
Store wills, deeds, insurance papers and important documents securely.
Protect Future Generations
Receive alerts, monitor continuity gaps and prepare a seamless transition.
Purpose-built for family wealth
The complete family wealth operating system
One connected place to organise, track and preserve everything your family owns — today and for generations to come.
Wealth Dashboard
Your family's entire wealth, charted in one view.
Family Balance Sheet
Net worth for the whole family — or each member.
Assets & Liabilities
Every holding and loan, neatly sorted by category.
Connected Wealth
Loans linked to assets, lockers to what they hold.
Document Vault
Important family documents, secure and in order.
Archived Vault
Past records kept safely for future reference.
Bank Locker
A clear record of what's inside every locker.
Travel Kit
Tickets and travel papers, ready when you are.
Insurance & IDR
Every policy in one place, updated through IDR.
Business Holdings
Directorships and partnerships, all on record.
Income & Expenses
Track spending, income and where you're heading.
Smart Reminders
Timely alerts in the app and on WhatsApp.
Family Tree & Events
Your family tree and a shared events calendar.
Will & Legacy
A clear summary of how your legacy passes on.
Minor Protection
The right guardian shown for every minor nominee.
Financial Calculators
SIP, SWP, EMI and retirement planning, built in.
Also built in:
Family Diary
Reports
Nest Assistant
Ask Claude AI
Quick Search
Excel Import & Export
Dark & Light Mode
Security by architecture
Privacy and control, by design.
Your family's information belongs to your family. Every layer of Parampara Nest is built to protect it — and to keep control with you.
Two-Factor Authentication
Every sign-in confirmed through Google Authenticator.
Your Passwords Stay Yours
We never ask for bank passwords or OTPs — not even once.
Role-Based Access
Decide exactly what each family member can see and manage.
You're Always in Control
Grant, change or revoke access whenever you choose.
Passwords Never Stored
Sign-in credentials are kept only as PBKDF2-SHA256 hashes, never in readable form.
DPDP-Aligned Consent
Clear consent and privacy, built around India's DPDP Act.
Records, Never Your Money
We organise your wealth records — never your funds.
Never Touches Your Money
Awareness only — no access to move a single rupee.
No Silent Transfers
Your bank relationships stay exactly as they are.
Automatic Sign-Out
Idle sessions close after 10 minutes.
Two-Step Verification
Time-based codes, trusted devices, and automatic lockout after repeated failed sign-ins.
Take Your Data Anywhere
Export your family's records to Excel at any time.
Choose your level of readiness
A plan for every family chapter
Start with financial clarity today and scale the platform as your family’s needs evolve.
14 Days Nest Trial
Explore the full platform, risk-free
₹0/ 14 days
Includes Basics
Core Features
- Wealth Dashboard & Family Balance Sheet
- Assets, Obligations & Liabilities
- Business Details & Insurance Details
- Document Vault & Archived Vault
- Family Members & Family Tree
- Financial Calculator & Reports
- Two Step Verification
14 Days Access
Family Nest
For connected families
₹499/ 30 days
₹5,999
₹449/ 30 days
Includes Nest Trial
+ Premium Features
- Travel Kit & Bank Locker
- Family Event & Calendar Track
- Family Expense & Family Diary
- WhatsApp Notification
- Bulk Data Import & Export
- Roles & Access Control
- Invite Members (Up to 5 Members)
Complete Family Management
Premium Nest
For superior families
₹999/ 30 days
₹11,999
₹899/ 30 days
Includes Family Nest
+ Family Features
- Invite Members (Up to 10 Members)
- Ask Claude AI
- IDR for Insurance
- IDR for Investments
Premium Family Management
Here when it matters
Support that understands the stakes
From platform questions to legacy planning support, our team helps your family move forward with confidence.
Platform Support
Security Help
Legacy Planning
Billing
Answers, without ambiguity
Frequently asked questions
"Parampara" represents continuity—the values, knowledge, and things we build today that can be carried forward to future generations.
Important information can easily get scattered or forgotten. Parampara Nest helps keep what matters organized, accessible, and easier to manage.
It is for families who want to organize what matters, stay prepared, and plan for the future with confidence.
No. You should not share your banking passwords or OTPs with Parampara Nest to maintain your financial records.
Yes. The experience is designed to be simple and organized, so families can focus on what matters rather than dealing with unnecessary complexity.
Yes. Bulk Import and Export allows you to create and update multiple asset and liability records using Excel.
Yes. Parampara Nest uses permission-based access so that family information can be shared appropriately.
Parampara Nest is designed with privacy and security at its core, helping keep your family information protected and accessible to the right people.
No. Parampara Nest complements your planning by organizing important information, but it does not replace a legally valid Will or professional legal advice.
Yes. You can record the original currency and view the corresponding INR value using the applicable exchange rate.
Parampara Nest goes beyond asset and liability management. It brings family wealth, expenses, travel kits, financial calculators, documents, family information, and legacy planning together in one connected platform—helping families manage today, plan tomorrow, and preserve their legacy for generations.
Through its Wellness Check and verified handover process, Parampara Nest helps ensure that important information can reach your designated nominees when it matters most.
Build Your Family's Financial Fortress Today
Stop leaving your wealth scattered across multiple banks, portals, and paper files. Bring everything together inside one secure master ledger.