Advisor Survey
InheRight · Advisor Survey · 3 minutes

Help us build something
your clients need.

We are building a legacy assurance platform for Indian families. We want to understand how you and your clients experience the problem of unclaimed assets today — and whether InheRight can work for your practice.

11 questions · 3 minutes Responses are confidential For CAs, PFMs & insurance advisors
01 of 11
Tell us about yourself
We will follow up with you personally — not through a mass email.
Full name
Mobile number
Email address
City
02 of 11
I am a
Select the one that best describes your practice.
Chartered Accountant
Personal Finance Manager / Wealth Advisor
Insurance Advisor / Agent
Other financial professional
03 of 11
Have you seen a client's family struggle to locate or claim financial assets after a death?
Think about cases where families did not know what existed or could not navigate the claim process.
Yes — I have seen this with multiple clients
Yes — once or twice
Not personally, but I have heard about it
No, not yet
04 of 11
In your experience, how long does it typically take a family to access all assets and funds after a demise?
Think about the full recovery — from the day of death to when the family has received everything.
Less than 3 months
3–6 months
6–12 months
1–2 years
More than 2 years — or never fully recovered
05 of 11
Which asset class is the most difficult for families to recover after a demise?
The one that causes the most delays, disputes, or is most often left unclaimed.
Bank accounts & FDs
Life insurance policies
Mutual funds
DEMAT & shares
Provident fund / EPFO
Property & land
Bank lockers
Informal loans given
06 of 11
Here is what InheRight does
Read through — the next questions are about this.
While alive — The Vault
A complete, private asset map
Your client documents all financial assets — identifiers only, no amounts. Fully encrypted, only they can see the contents.
Vault Score — tracks completeness Periodic check-ins to keep it current Beneficiary notified check-ins are happening
After demise — Concierge
Full recovery for the family
The beneficiary gets the complete map — every asset, every institution, exactly how to claim each one. A dedicated concierge then handles the full recovery.
Institution-specific claim guidance Dedicated concierge per family Follow-up until every asset is recovered
07 of 11
How likely are you to recommend InheRight to your clients?
Based on what you just read.
5 — Possibly
Not at allAbsolutely
08 of 11
How much do you think your clients would be willing to pay for a service like this annually?
Think about what your clients currently pay for similar peace-of-mind services.
Under ₹1,000 per year
₹1,000–2,500 per year
₹2,500–5,000 per year
₹5,000–10,000 per year
Hard to say — depends on the client
09 of 11
Would you be interested in partnering with InheRight to offer this to your clients?
Partners earn a referral commission and get a dashboard to track their clients' vault status.
Yes — I would actively recommend this
Possibly — I want to know more first
Not sure yet
No, not something I would offer
10 of 11
What concern, if any, would stop you from recommending InheRight to clients?
Be honest — this helps us build something you can actually stand behind.
I am not confident about data security
Regulatory clarity — is this licensed or registered?
My clients will not trust a new platform with this
My clients do not understand why they need this
No major concern — I would recommend it
11 of 11
Any other thoughts or something you wish we had asked?
Optional — but always the most useful responses.

Your response goes directly to the InheRight founding team.

Thank you.

We have received your response. One of our founders will reach out to you personally — not through a mass email.

✓  Personal follow-up from the founding team ✓  Early access when we launch the advisor portal ✓  No spam, ever