Now onboarding CA & advisor partners — first year free

India's family wealth governance platform

One place to track, protect and transfer a family's wealth. Clear assessments of where things stand — and verified professionals to act on them.

For families

See your family's whole financial picture

₹78,000+ crore lies unclaimed in India. Families lose wealth to poor records, missing nominees and forgotten accounts. Lineage brings it all into one place — and shows you what to do next.

Free for individual families. No spam, ever.

For CAs, advisors & legal partners
1st year free

Bring your practice onto Lineage

Give every client a single, secure home for their family's wealth — assessments, document organisation and succession readiness. You deliver the advice and filing; Lineage does the groundwork.

Client data stays the client's — you get scoped, revocable access with a clean audit trail.

Become a Partner →

CAs, SEBI-registered advisors, IRDAI agents & estate planners welcome.

Built so only your family sees your family's data

A family's financial life is deeply private. Lineage is built around that — in plain terms, here's what that means for you.

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Your family holds the key

We store your records encrypted. We can't read them — only your family can. Not Lineage's team, not anyone else, until you choose to share.

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Sharing is a signed consent

Inviting a CA or advisor is an explicit consent step — you choose exactly what to share, and you sign off on it. Nothing leaves your family without that nod.

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Revoke any time, instantly

Take back access from a partner whenever you want. One tap and they're out — future access cut off straight away.

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Recovery, built for families

A family platform means recovery is shared across members — no single person is the point of failure. Lose your phone, not your data.

₹78,000 Cr+
Unclaimed wealth in India
70%
Families without a succession plan
₹1.2 Lakh Cr
Stuck in succession disputes
15+ Years
Average time to settle estates

Discover. Assess. Act with a partner.

Lineage gives the family a clear picture and honest assessments. Verified professionals deliver the actual filing, advice and paperwork.

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Discover

Bring in statements from banks, brokers, mutual funds and insurers. See everything the family owns in one place — including accounts long forgotten.

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Assess

Get plain-language assessments — net worth, tax gaps, unclaimed money, nominee coverage. Clear estimates of where the family stands. Estimates, not advice.

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Act with a partner

When filing, advice or legal paperwork needs doing, connect with a verified CA or advisor. They deliver the service — Lineage keeps it organised and on record.

Everything a family needs in one place

Built for Indian families. Designed for generations.

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Track Every Asset

One view for stocks, mutual funds, insurance, property, gold, bank accounts and digital assets across the whole family.

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Protect What Matters

A secure place for wills, nominations and legal documents. Family members see only what you choose to share.

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Succession Readiness

Map nominees, legal heirs and power of attorney. A clear assessment of what is ready — and what still needs attention.

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Partner Network

Connect with verified CAs, SEBI-registered advisors and estate planners. The advice and filing are theirs; the groundwork is done.

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Family Governance

Roles, permissions and a clear record of who can see what. Every member sees what they need — nothing more.

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Wealth Assessments

Net-worth tracking, asset-allocation insights and tax-gap estimates across generations — assessments to act on, not advice.

First year free

Are you a CA, advisor or estate planner?

Onboard your clients onto Lineage and run their family wealth from one place — assessments, documents and succession, all organised. SEBI-registered advisors, CAs, IRDAI agents and legal partners welcome.

Become a Partner →

Frequently Asked Questions

What is Lineage Money?
Lineage Money is India's family wealth governance platform. It helps a family bring every asset into one place, see clear assessments of where they stand — net worth, tax gaps, unclaimed money, succession readiness — and keep vital documents organised. The actual services, like tax filing or financial advice, are delivered by verified partner professionals.
Does Lineage manage my money or file my taxes?
No. Lineage is not a wealth manager and not a tax-filing service. We give you a clear picture and plain-language assessments and estimates. When you need filing, advice or legal paperwork done, you connect with a verified CA or advisor on the platform — they deliver the service, and Lineage keeps everything organised.
I'm a CA or advisor — how do I come on board?
Partner professionals — CAs, SEBI-registered advisors, and legal/estate planners — can onboard their whole client base onto Lineage. The first year is free. See how it works for partners →
How is my family's data protected?
Your family holds the key. Lineage stores your records encrypted and cannot read them — not even Lineage's own team — until you explicitly share. Each family gets its own separate, encrypted store, never pooled with anyone else's. We never sell or rent your data.
How does sharing with a CA or advisor work?
Inviting a CA or advisor is a clear consent step — when they accept the invite, you sign off on exactly what you're sharing. They can only see what you've granted, and you can revoke access at any time with one tap; their future access is cut off immediately. The grant is logged so there's a clean record of what was shared and when.
What if I lose access to my login?
You won't lose your data. Sign-in is a one-time code sent to your registered email — no master password to forget. And because Lineage is a family platform, recovery is built across family members so no single person becomes a point of failure.
How much unclaimed money is there in India?
Over ₹78,000 crore lies unclaimed across banks (RBI UDGAM), insurance companies (IRDAI), mutual funds (AMFI), shares (IEPF) and post offices. Most of it belongs to families who lost track of accounts after a relative passed away, or simply forgot old investments. Read our complete guide →
What's the difference between a nominee and a legal heir?
A nominee is a custodian — they receive assets on your behalf but may have to pass them on to legal heirs. A legal heir is determined by succession law (Hindu Succession Act, Indian Succession Act, etc.) and has the actual right to inherit. This confusion causes thousands of family disputes every year. Read the full explainer →

Don't leave your family guessing

Bring everything into one place. Invite the family. See where you stand. Plan the transfer. Protect what matters.

Get Early Access — It's Free →