eSafebox

Problem at hand

Unclaimed investments represent a significant financial phenomenon where individuals fail to access or claim their rightful ownership of various financial assets.

These assets can encompass a wide range of investments

forgotten bank accounts

unclaimed insurances

abandoned stocks

Unclaimed
Retirement Savings

The reasons are diverse and may include changes in contact information, forgetfulness, or even the passing of the rightful owner without passing on the information to their heirs.

Unclaimed investments not only tie up financial resources that could be put to better use but also pose challenges for financial institutions and governments tasked with managing and safeguarding these assets.

Consequently, it is crucial for individuals to regularly review and update their financial records to prevent their investments from becoming part of this growing pool of unclaimed assets.

Our contribution towards solutioning

Solving the problem of unclaimed investments requires a collaborative effort involving individuals, financial institutions, and government bodies to ensure that financial assets are not lost or forgotten, ultimately benefiting both investors and the broader economy.

Individuals should periodically review their financial statements and investments to ensure they are aware of all their holdings.

While opening new accounts or purchasing insurance policies, designate beneficiaries who will inherit the assets in case of your passing. It shouldn’t stop here, keeping your loved ones informed is equally important.

This is where we step in differently

‘eSafeBox’ is your one-stop solution for storing and summarizing your critical documents in an organized manner.

Also, it provides the option to share this information with your loved ones, keeping them informed and current. We bring to you the power of information - So great that in your absence, your presence is felt.

Option to share limited information

We keep it simple and clear – We don’t see any data you upload and we would never sell user information to third parties. Your account is self managed; limiting our intervention. Every user has full control on their data. We live by this philosophy.

Privacy for us is non-negotiable

In your In your ‘eSafeBox' account, it is not necessary to share your financial position. Even limited sharing can ensure your family is secure. For instance – Capture your bank account number and details, but not your bank balance, capture De-mat account details, but not the investments held under them etc.. This information is sufficient for your family to claim ownership, in your absence.

We are unbiased

We do not provide services in the capacity of a practicing public accountant, financial advisor, portfolio manager, broker, agent etc. ensuring objectivity and independence.