The Continuum — Mokssh Mark
India's first family financial planner. Vault your insurance policies, PF, will and assets — automatically delivered to your family when they need it most.
The problem
When a family member passes, the financial chaos that follows is devastating — and entirely preventable. Policies lapse. PF accounts go unclaimed. Families spend months in EPFO offices, IRDAI helplines, and court queues.
Protect your family today →Unclaimed amount with life insurers in India as of FY2023
Source: IRDAI Annual Report 2022-23
Inoperative EPF accounts — PF money families never recovered
Source: EPFO Annual Report 2022-23
Indians die without a valid will, leaving families in legal disputes for years
Source: India Law Society, 2023
How it works
Import insurance policies from DigiLocker, link your EPFO UAN, add bank details, investments. Everything in one secure place.
Add up to 5 family members with different access levels. Configure Smart Alerts with your inactivity threshold and what to share.
A legally valid digital will in 10 minutes. Aadhaar eSign. Covers policies, property, investments, and personal wishes.
When Smart Alerts triggers, your family gets a complete financial summary — policies, PF, will — with step-by-step claim guidance.
Unique to Mokssh
No Indian fintech offers this. Smart Alerts is an inactivity-triggered, automated financial data delivery system. If Mokssh doesn't hear from you, your family is automatically notified — with everything they need.
You set your threshold
Choose 3–30 days of inactivity. You control exactly what your family receives and who receives it.
We check in — twice
SMS nudge, then an IVR voice call. Press 1 to confirm you're okay and the counter resets instantly.
Family receives the Access Card
A secure, scoped financial summary via WhatsApp and SMS — policies, PF UAN, will location, claim helplines. With a 12-hour cancellation window for you.
Smart Alerts · Access Card Preview
⚠ Mokssh Smart Alert
Rakesh Sakat hasn't been active for 7 days. His family financial summary has been sent to you.
Today, 9:14 AM
🛡 Insurance Policies (3)
LIC Term Plan · ₹50L · Nominee: Priya Sakat
HDFC Health · ₹10L · Claim: 1800-227-9999
🏦 PF Account
UAN: XXXXXX1234 · Employer: TechCorp Pvt Ltd
Claim via Form 20 · EPFO: 1800-118-005
📜 Digital Will
Registered Will · Sub-Registrar, Pune · Signed 12 Jan 2026
This access card is valid for 72 hours · One-time use only
12 workflows
Import policies from DigiLocker, IRDAI, or manually. Track renewals, nominees, sum assured across all insurers.
Inactivity-triggered automatic family notification. The only product of its kind in India.
Legally valid Aadhaar eSigned will in 10 minutes. Covers all assets, nominees, and personal wishes.
101 preloaded questions across insurance, will, PF, tax. Answers in 11 Indian languages.
Link your EPFO UAN. View balance, track employer contributions, configure Form 20 delivery.
Add up to 5 family members with Full, View, or Emergency-only access levels. Revoke anytime.
Track all mutual fund SIPs. View NAV, returns, deduction dates. Link via AMFI.
Old vs New regime comparison. 80C, 80D, NPS deductions. Pre-filled ITR assistance.
Pay insurance premiums, SIP instalments, and taxes — all within Mokssh. Never miss a due date.
Free for life for armed forces personnel. SPARSH verification. ECHS + AGIF integration.
Link employer HR, bank, and insurance portals. One dashboard for your entire financial picture.
Your family's readiness score out of 100. Add policies, create will, activate alerts — watch it climb.
🎖 Defence Gold
Armed forces personnel and veterans get full Gold access at no cost, forever. SPARSH verification takes 60 seconds.
Pricing
No hidden charges. Cancel anytime. All plans include the core vault.
Free
₹0 /month
The essentials to get started.
Silver
₹199 /month
Full vault access and the tools to get your family truly ready.
Gold
₹299 /month
Everything in Silver, plus Smart Alerts — makes it all automatic.
🎖 Armed forces personnel get Gold free for life. Learn about Defence Gold →
Early access
Mokssh launches in 2026. Join 2,400+ families already on the waitlist.