Here, just follow simple steps to protect your family.




Registration

  • Download "My Wealth Protector Mobile App"
  • Create Account
  • Update Profile Details




Manage Deputy

  • Add Deputy
  • Verify Contact Details of Deputy
  • Share folders to added Deputy




Investment Details

  • Add up to 18 types of Investments
  • Upload Investment file if any
  • Select visibility to verified Deputy




Relax

  • Now relax and let us take care of your investment details




Deputy Login

  • Login and View Investment by Verified Deputy




Reminders

  • We regularly remind via SMS & Email to Member and Added Deputy regarding status of account at My Wealth Protector.

Scenario 1:
It’s very important During Life too to have control of self’s life

Used cases during life:

Emergency: In case of some accident of registered user, the deputy can share the Health Insurance policy details with required authorities as our service provides the facility where the user can share documents viewing rights with Deputy who is nothing but a family member only.

Beyond Investments: Our mobile app is structured in such a way that now user, no need to worry about accessing any document be it personal document like PAN CARD, Adhaar card etc of self or family or any other document which are important to live smooth life like Bills & Warranty cards or even accessing HEALTH RECORDS of self or family member.

Scenario 2:
BEYOND LIFE when the user is no more due to some unfortunate event

Used cases AFTER LIFE:

Exclusive Service Manager for Dependents: When user is not more , we assign a Service Manager for the dependents who shall complete all formalities & documentation necessary to get claims for all investments & insurance policies and the guide the deputy on the same.

Peace of mind is the key solution: In the absence of the earning member when a professional stand and guide the dependents then it gives peace of mind to the earning member when alive and give financial peace to the spouse and dependents.