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Chartered accountants
Give clients one place to keep ITR records, Form 16, AIS/TIS exports, capital gains statements, and document trails before March becomes a scramble.
Help families stop searching for financial proof.
Unyt gives Indian households a private map for accounts, policies, loans, documents, nominees, and trusted contacts. If your work depends on complete records, Unyt helps your clients arrive prepared.
Useful for people clients already trust
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Insurance advisors
Help households map policy numbers, sum insured, renewal dates, riders, nominees, claim contacts, and policy PDFs in a form their family can actually use.
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Estate and succession advisors
Turn scattered account details, property documents, nominations, and trusted contacts into a continuity checklist before families need it urgently.
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Financial planners
Use Unyt as the record layer beneath planning: assets, liabilities, insurance, recurring obligations, and proofs connected in one household map.
Simple rollout
Start with ten records.
The first referral goal is not a full migration. It is helping a family create a useful starter map they can improve over time.
- 1Send a client the Unyt family map link.
- 2Ask them to add 10 starter records.
- 3Use the exported or shared view to close missing-document and nominee gaps.
Want a partner note for your clients?
We can share a short client-ready message you can forward without turning it into a sales pitch.
Request partner note