Built to be trusted with your family's money
VestBook is read-only, keeps your data in India, and stores as little as it needs.
Read-only, always
VestBook has no way to place an order, move money or change anything at your bank or broker. It never asks for your bank or broker password.
Your data stays in India
Your account and investment information is stored in Mumbai, India. Statements are read on servers in Mumbai.
Statement files are not kept
An uploaded file is read in memory and discarded as soon as it is read. PDF passwords are used once and never saved or logged.
Only the last four digits
PAN, folio, demat and account numbers are never stored in full. Only the last four characters are kept.
Each family kept apart
Each family's information is separated by access rules inside the database itself, which are tested against attempts by other accounts to read it.
Staff manage accounts, not wealth
Administrators can manage sign-ins, but the app gives them no view of anyone's investments.
Every change recorded
Changes to your account are logged, so it is always clear who did what and when.
Facts, never tips
No buy, sell or hold suggestions, ever. VestBook shows facts from your own statements.
Who builds VestBook
VestBook is built by Jordan Dias, its founder.About the founder.
Read the full privacy policy.