Preserving Wealth. Protecting Legacies. Empowering Generations.
Recognized under the Government of India's Startup India Initiative, Kinheritance provides professional succession planning, estate management, and unclaimed investment recovery to secure your family's future with complete legal certainty.
About Kinheritance
Preserving Wealth. Protecting Legacies. Empowering Generations
Every individual spends a lifetime building wealth through hard work, dedication, and sacrifice. Whether it is a family home, market investments, business equity, or insurance policies, every asset represents a milestone of commitment.
However, while substantial effort goes into creating wealth, very few take the necessary steps to protect it and ensure its seamless transfer to the next generation.
At Kinheritance , we believe that preserving a legacy is just as important as building one. A family’s wealth is not merely a financial figure—it reflects memories, aspirations, responsibility, and the desire to secure future generations. Our purpose is to help individuals and families safeguard that legacy through professional succession planning, estate management, and asset protection solutions.
Who We Are
Proudly recognized under the Start-up India Initiative by the Government of India, Kinheritance was established to transform the succession and inheritance advisory landscape.
Despite growing awareness around wealth creation, succession planning remains one of the most neglected aspects of personal financial management in India. Across the country, families frequently face unnecessary hardship following the demise of a loved one:
Unidentified or Forgotten Investments lost in dormant accounts.
Complex Legal Red Tape causing administrative delays and high costs.
Family Disputes arising from ambiguous asset allocation.
Unclaimed Wealth ending up in government repositories (such as the IEPF) simply because beneficiaries are unaware of their existence.
Kinheritance was founded to bridge this gap. We combine legal expertise, financial intelligence, and modern technology under one transparent platform to make legacy planning accessible, dependable, and stress-free.
Our Vision & Mission
Our Vision
"Wealth Preservation through Succession Care."
We aspire to build a future where every family in India understands the importance of legacy protection and has access to reliable, affordable, and expert guidance. True wealth preservation is achieved when every asset—physical, financial, or digital—is properly documented, legally protected, and seamlessly transferred according to its owner's exact wishes.
Our Mission
"To facilitate the smooth recovery and succession of assets for millions of families over the next 5 years by providing comprehensive, technology-enabled succession solutions backed by professional legal expertise."
Whether you own a single property, a growing startup equity stake, or a complex investment portfolio, everyone deserves professional guidance to protect what they have built.
Core Offerings
đź“ś Kin~Will | Estate Planning & Legal Structuring
A professionally drafted Will is the foundation of family harmony and asset protection.
Custom Will Drafting & Review tailored to your unique family dynamics.
Legal Guidance & Registration to ensure full legal compliance.
Periodic Updates & Repository Management to keep your plan current as your estate grows.
🔍 Kin~Unknown | Unclaimed Asset Tracing & Recovery
Thousands of crores in financial assets remain forgotten across India. We specialize in discovering and recovering:
- Lost or physical share certificates & unclaimed dividends.
- IEPF (Investor Education and Protection Fund) asset recovery.
- Inactive Demat accounts, dormant mutual funds, and unclaimed EPF balances.
🏦 Kin~Loan | Liquidity via Loan Against Securities (LAS)
Need liquidity without liquidating your long-term wealth?
Pledge Eligible Securities: Access instant funds against your shares, mutual funds, and bonds.
Maintain Growth Potential: Retain ownership of your portfolio so you continue benefiting from market appreciation.
The Kinheritance Advantage
Technology with a Human Touch: While our digital platform offers seamless tracking, document management, and automated updates, we know succession planning involves personal decisions. Our team of experienced legal and financial specialists provides empathetic, 1-on-1 human guidance every step of the way.
Institutional-Grade Security: Succession planning requires sharing sensitive financial data. We follow strict data privacy protocols to ensure your information remains 100% confidential and secure.
Transparent & Client-Centric: We eliminate legal jargon, offering clear roadmap execution, zero hidden fees, and practical advice tailored to your goals.
Protect Today. Empower Tomorrow.
Wealth is not merely accumulated—it is entrusted. Every family deserves the confidence that a lifetime of work will be preserved and transferred with dignity, legal certainty, and complete peace of mind.
Let Kinheritance help you build a secure roadmap for the generations of tomorrow.
The Kinheritance Advantage
100% Confidential & Secure
Strict data protection standards to keep sensitive estate & financial disclosures fully safe.
Technology with a Human Touch
Digital tracking backed by empathetic, experienced legal specialists for personal guidance.
Unclaimed Asset Tracing
Specialized IEPF recovery, physical share dematerialization, and dormant account tracing.
Transparent & Legally Vetted
Zero hidden costs and legally sound succession structures tailored to your family's needs.
Principles That Guide Our Advisory
We approach every estate plan and asset recovery with the highest standards of integrity, empathy, and professional excellence.
Empathy First
Succession planning involves sensitive family decisions. We provide compassionate guidance tailored to your specific family dynamics.
Legal Rigor
Every Will and succession solution is structured in full compliance with Indian laws to prevent disputes and ensure seamless transfer.
Bank-Grade Privacy
Your personal assets and repository records are safeguarded with strict confidentiality and multi-layer data privacy controls.
End-to-End Care
From initial discovery and Will registration to asset tracing and claim settlements, we manage the complete lifecycle.
Founders
Meet the visionary founders behind Kinheritance, combining banking, psychology, and legal expertise to protect family legacies.
Surbhi Jain
Co-Founder & CEO
Surbhi is trained in psychology and family therapy. She is a passionate entrepreneur inclined towards the cause of children's and women's welfare. In her earlie...r entrepreneurial stint, she conceptualized and implemented a comprehensive framework for the overall development of children, parents, and teachers while working closely with small and mid-sized schools. After over 15 years of interactions with them, Surbhi Jain realized that Financial insecurity due to the loss of a breadwinner and lack of knowledge about family assets is one of the main reasons that negatively impact the mental health of people, especially Women. On the personal front, Surbhi Jain’s irreversible loss at the tender age of 5 due to them the untimely demise of her father left an ineffable impact on her life and persona. She is empathic and willing to go the extra mile toward the betterment of society.Read More
Gurmeen Johar
Co-Founder and Director
Gurmeen has over 2 decades of experience in the Banking and Insurance sectors. Having worked with an MNC Bank, both in India and abroad, she understands core ba...nking very well. Relationship banking has always been her strength due to her in depth understanding of banking procedures and her compassionate and empathetic nature. Her experience as an Insurance partner helped her understand the need of Insurance and its operations at grassroot level. This also enabled her witness and realise the need of succession planning from close quarters. On the personal front, Integrity, and honesty are her strengths, traits she is proud of and carries them as her parent's legacy.Read More
Core Advisory Solutions
Comprehensive succession and asset solutions designed to address every aspect of personal and family wealth management.
Kin~Will
Custom Will drafting, legal structuring, and registration ensuring smooth asset transmission across generations.
- Personalized Will Drafting & Review
- Legal Compliance & Witness Guidance
- Secure Digital Will Repository
Kin~Unknown
Discovery and recovery of dormant financial assets, physical share certificates, and IEPF claims.
- Physical Share Certificate Dematerialization
- IEPF (Govt Repository) Claim Recovery
- Inactive Demat & Mutual Fund Tracing
Kin~Loan
Instant liquidity against eligible securities and mutual funds without selling long-term investment assets.
- Loan Against Shares & Mutual Funds
- Retain Market Growth & Dividends
- Quick Processing with Minimal Red Tape
Protect Today. Empower Tomorrow.
Wealth is not merely accumulated—it is entrusted. Schedule a confidential, one-on-one consultation with our succession specialists today.
