Simple guides to help you protect what matters. No jargon, no complicated legal terms. Just practical advice for Indian families.
72% of demat account holders haven't set a nominee. Without one, your family needs a succession certificate just to touch your investments. Here's how to fix it in 3 minutes.
This Sunday, try this: ask your partner to find your EPF balance, your term insurance policy number, and your demat login. If they can't, you have a problem that no amount of financial planning can fix.
You've been transferring money to your parents every month for years. But are you doing it in the most tax-efficient, financially secure way?
Rajesh had a Rs 1 crore term plan. His wife was the nominee. She got the money, 14 months and Rs 2.8 lakh in legal fees later.
Your family can call HDFC Bank. They can visit LIC. But that ETH on MetaMask and Bitcoin on CoinDCX? Buried treasure.
You spent 3 hours picking a smallcap fund. You spent 0 minutes checking who gets that money if you die. Let's fix that.
What to do when a bank delays or refuses death claims. RBI rules, Banking Ombudsman complaint process, and consumer forum options explained.
A practical guide for Chartered Accountants on ITR filing for deceased clients, capital gains on inherited assets, and legal heir registration on the e-filing portal.
Islamic inheritance simplified for Indian Muslim families. Five common scenarios with exact share calculations, wasiyyah rules, and India-specific complications.
A complete reference guide for financial advisors on death claim processes for every asset type in India. Documents, timelines, and common complications.
A step-by-step guide for HR managers on processing employee death benefits. EPF, EDLI, gratuity, ESI, and group insurance claims explained.
A practical guide for insurance agents on helping families file death claims. LIC and private insurer processes, common rejections, and how to prevent them.
Showing 73–84 of 262 articles
Store what matters. Share with who matters. That is it.
