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About AssetKhata

If something happened to you tomorrow, would your family know what you own, where the papers are and what to do next? AssetKhata brings your family's wealth and important documents into one secure place, so nothing is lost, forgotten or left to guesswork. YOUR COMPLETE NET WORTH See property, shares, mutual funds, bank accounts, FDs, gold, crypto, insurance, EPF, PPF and NPS alongside your home and personal loans. Share, gold and crypto prices update automatically, so you always know where you stand. A DOCUMENT VAULT BUILT FOR TRUST Keep property papers, insurance policies, ID cards and certificates together. Locked documents are encrypted on your iPhone before they are uploaded, so not even AssetKhata can read them. Open them with Face ID. BUILT FOR THE WHOLE FAMILY Invite your spouse, parents or children and decide exactly what each person can see and do. Some can add and edit, others can only view. Set a family password so your loved ones can open locked documents if they ever need to. SCAN ONCE, FILED FOREVER Scan a paper with your camera or upload many files at once. AssetKhata reads each document, gives it a clear name and suggests the right folder. Get a plain-language summary of any policy or agreement in seconds. JUST FORWARD IT ON WHATSAPP Send a PDF or photo to the AssetKhata WhatsApp number. It waits safely in your vault until you file it. NEVER MISS AN IMPORTANT DATE Timely reminders for insurance renewals, EMIs, FD maturities and documents about to expire. KNOW YOUR FAMILY IS READY A readiness score shows what is missing, such as nominees, insurance cover, key documents or emergency contacts, and helps you fix each gap in a few taps. Draft a will and leave a clear step-by-step guide for your family. PASSWORDS AND 2FA CODES Store logins and two-step verification codes in the same locked vault. MADE FOR NRIs TOO Log your trips and see your Indian tax residency status for the year. ASK ABOUT YOUR MONEY IN PLAIN WORDS Get clear answers about your finances. AI features are optional and run only when you choose to use them. WHY FAMILIES TRUST ASSETKHATA • Locked documents and passwords are encrypted on your device • App lock with Face ID • You decide what every family member can see • Regular encrypted backups keep your records safe • Available in English, Hindi and Gujarati Start with one property or one document. In a few minutes, your family will have one place to find everything that matters.

What’s new

Version 2.0.16 · Updated October 27, 2026

What's new in 2.0.14 • Change vault key: re-lock all your documents and passwords with a new key, e.g. after removing a family member • Stronger privacy: your vault key and security answers never leave your phone • Deleted income, bills and subscriptions now go to Trash and can be restored • Tapping Save twice no longer creates duplicates • Faster scanning of large documents • If camera access is off, Scan explains how to turn it on or upload instead • Bug fixes and reliability improvements • Faster vault search: the search bar stays at the top, with quick filters for Locked, Expiring and WhatsApp files • Clearer search results that show where each match was found • File documents sent on WhatsApp straight from the vault: we suggest the folder, you lock it with one tap, and you can undo • Link a lease or bill to your stay as proof of residence • See how much storage your vault uses • Cleaner layout and new folder icons • Expiry dates now show correctly in every time zone

App privacy

The developer, Stocks AI Technologies Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Financial Info: Other Financial Info
  • Contact Info: Email Address, Name, Phone Number
  • User Content: Photos or Videos, Other User Content
  • Identifiers: User ID, Device ID
  • Usage Data: Product Interaction

Used for: App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data, Performance Data

Used for: Analytics, App Functionality

Alternatives to AssetKhata

Looking for apps like AssetKhata? Here are 6 similar apps on the App Store. The highest rated is Univest (4.8/5), and all 6 are free to download.

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