Getting Started
Welcome to Vansh Connect! This guide will help you set up your account and start managing your family's financial information on our platform.
1. Creating Your Account
Setting up your Vansh Connect account is quick and straightforward:
- Click the Login / Sign Up button on the homepage
- Select Register to create a new account
- Enter your full name, email address, and create a secure password
- Verify your email address by clicking the confirmation link sent to your inbox
- Log in with your credentials to access the dashboard
Note: Use a strong password with at least 8 characters, including uppercase letters, lowercase letters, numbers, and special characters. Your data is encrypted and stored securely.
2. Setting Up Your Profile
After logging in, complete your profile to personalise your experience:
- Personal Details: Update your name, phone number, and address from the Profile section
- Profile Photo: Upload a profile picture for easy identification
- Family Setup: Create your family unit and invite family members to collaborate
- Notification Preferences: Configure how you receive alerts and reminders
3. Initial Platform Setup
Once your profile is ready, follow these steps to get the most out of Vansh Connect:
- Add Family Members: Navigate to the Family section and add members who will share access to financial records
- Set Up Bank Accounts: Go to the Bank Accounts module and add your bank account details for tracking
- Add Financial Assets: Enter your investments, fixed deposits, insurance policies, and other assets into the relevant modules
- Upload Documents: Store important documents like policy papers, bank statements, and ID proofs securely in the Documents section
- Review Dashboard: Visit your Dashboard to see a consolidated overview of all your family's financial information
Tip: Start by adding your most critical financial information first (bank accounts, insurance policies) and gradually build out the rest. You can always come back and add more details later.
User Guide
Navigating the Dashboard
Your Dashboard is the central hub of Vansh Connect. From here you can:
- Overview Panel: See a summary of all your financial assets, investments, and family members at a glance
- Quick Actions: Access frequently used modules directly from the dashboard
- Notifications: Stay updated with reminders for policy renewals, FD maturity dates, and other important events
Managing Family Members
Vansh Connect is built around families. Here's how to manage your family unit:
- Go to Family from the sidebar menu
- Click Add Member to add a new family member
- Fill in their details (name, relationship, date of birth, etc.)
- Assign access permissions so each member can view or manage specific records
Managing Financial Records
The platform provides dedicated modules for each type of financial record:
- Bank Accounts: Add and track all savings, current, and joint accounts
- Credit & Debit Cards: Store card details and track expiry dates
- Fixed Deposits: Monitor FD maturity dates, interest rates, and renewal reminders
- Insurance Policies: Keep track of life, health, vehicle, and other insurance policies with premium due dates
- Investments: Record mutual funds, stocks, PPF, bonds, and other investment details
- Loans: Track EMIs, outstanding balances, and repayment schedules
- Properties: Maintain records of owned properties and real estate assets
Uploading & Managing Documents
Securely store important documents alongside your financial records:
- Navigate to the relevant module (e.g., Insurance) and use the Upload Document option
- Supported formats: PDF, JPG, PNG (max file size: 10MB)
- Documents are encrypted and accessible only to authorised family members
Profile & Security Settings
Keep your account secure and up to date:
- Change Password: Update your password from Profile > Security settings
- Email Notifications: Enable or disable email alerts for reminders and updates
- Session Management: View active sessions and log out from other devices if needed