Heirly for CAs and wealth advisors

Families on Heirly share a read-only advisor link that expires on its own. You see holdings, entities and liabilities without creating a family account, and the family sees every time you opened it. Save client links to one advisor dashboard.

Pricing

₹999 per client family per year, from ten client families, billed to the advisor. Payments through Razorpay; no auto-renewal.

Why families trust it

• Encrypted identifiers. PAN, bank account, policy, folio and demat numbers are encrypted with AES-256-GCM before they are stored, with the key held apart from the database.
• Family-only access. Every request is checked against your family membership on the server, so no other family, and no one outside it, can read your data. Roles decide who can see and change what.
• No bank logins. Heirly never asks for banking, demat or broker passwords. You add holdings yourself or import statements.
• Tamper-evident history. The Family Record is append-only and hash-chained, so a past decision cannot be quietly rewritten.

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