Finance documents accessible to loved ones

You keep your personal finance documents, all organised, in your email.

Question for you: Will your spouse, who does not look at this information regularly, be able to find the account numbers and the balances when you are not accessible?

“Why would I be inaccessible?” you ask. It could be for any one of the hundreds of possible reasons. You may be travelling and cannot be reached. You may be in a different time zone. You may be medically unavailable. You may be in a meeting and a decision needs to be made without consulting you.

In most cases, we forget the people we love – those who need to access this information. People who cannot remember the Customer Relationship Number (or PAN number), and hence cannot open the bank statement.

Here, we introduce you to Mocsh, an app that will organise the financial documents in your Gmail and also make reading them super easy.

How easy is it?

1. Install the app on your phone and theirs.
2. 2. Enter the password once on your phone (only the first time) to read any document.
3. 3. Read the documents on both phones with one touch.
4. Set up your family to be financially independent. Enable them to read your financial statements.

Get Mocsh on the phone: https://mocsh.com/app