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Welcome to INVIQ

Secure Your Legacy. Simplify Your Wealth.

INVIQ Wealth is a digital platform focused on helps individuals and families organise, manage, and maintain continuity of their financial information, nominations, assets, and important wealth related records.

We believe that manage wealth is not only about creating assets, it is also about ensuring that those assets, instructions, and important financial information remain organised and accessible to the right people when needed.

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➜Nomination : The 2 Minute Form

The Problem No one Expects : When a bank account holder passes away without a nominee,their family often spends moonths running between banks and courts just to access money that rightfully belongs to them.

A simple nomination form,filed in under 2 minutes,prevents this hardship entirely.

  • Nomination in Bank Accounts,SafeĀ Lockers,Fixed Deposit,Mutual Fund,Demat,Insurance Policy or other Assets :Ā  A Simple Facility with Legal Safeguard.
  • Rules for Valid Nomination:-
  1. Only individual/s can be nominees : Companies,Partnerships,Trusts or LLPs cannot be nominated.
  2. Nominee Name must exactly match KYC: Else may lead to rejection of the claim as the name in the nomination form differs from the KYC submitted by the Nominee.
  3. Minors need a guardian : if you nominatea minor,you must appoint another adult to receive the money on the minor's behalf until they turn 18.

Nomination is one of the simplest yet most powerful finance tools.Nomination should not be viewed as a mere procedural formality.The facility costs nothing,requires minimum documentation and can spare surviving family members from consierable hardship at a time of emotional distress.

Why Choose INVIQ?

Why Choose INVIQ
  • Financial lives are becoming increasingly digital, with bank accounts, investments, insurance policies, loans, and other financial relationships spread across multiple institutions.
  • INVIQ brings this information together into a simple, structured and user-friendly digital experience.
  • Our goal is not simply to provide another financial application. We aim to build a platform that helps individuals and families answer an important question:
  • “If something happens to me, will my family know what I have, where it is, and who should receive it?”