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Financial Continuity Survey 2026 · n=136

What Employees Are Telling Us

Employees know family financial continuity matters. The friction is turning that awareness into a trusted, current, usable system their families can rely on.

The pattern

The asset map is missing.

The findings point to the same operational gap: families can only recover what has been organized, updated, and made discoverable.

60%

02

know a family that struggled

60% personally know someone whose family couldn't locate assets after a death.

73%

03

rated this platform 4 or 5★

90% said they would pay or consider paying. 75% would pay ₹499–₹2,500 annually.

58%

04

Passwords are the #1 missing asset

Passwords are the #1 asset families can't locate — ahead of stocks, mutual funds, and insurance.

53%

05

deal with 3–5 financial institutions

Most have never mapped their financial institutions in one place.

46%

06

maintain an outdated asset list

Only 30% keep their asset list current.

42%

07

family only partially knows

Family only partially knows where financial information is stored.

Passwords

Most commonly missing

Institutions

Scattered across 3-5 places

Asset lists

Created once, rarely updated

Built for families after the benefit

Close the last mile between employee benefits and family recovery.

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