Have investments across mutual funds, stocks and FDs? Here’s how to ensure your family can find them after your death
AI Summary
The importance of maintaining a consolidated asset inventory cannot be overstated for retail investors, especially in a complex financial landscape where assets are scattered across multiple platforms. This practice not only aids in the seamless transfer of wealth to beneficiaries but also mitigates the risk of assets being overlooked or lost. As the Indian market continues to see a rise in retail participation, ensuring that your financial affairs are organized is crucial for both personal peace of mind and for the financial well-being of your family.
If you have investments spread across mutual funds, stocks, bank deposits, insurance policies and multiple financial apps, your family may struggle to identify all your assets if you die unexpectedly. A simple asset inventory, kept updated and accessible to a trusted family member, can make it easier to locate these investments and begin the transmission process.
Investors should maintain a consolidated asset inventory, preferably in an Excel sheet, covering bank accounts, demat accounts, mutual funds, insurance policies, fixed deposits, investments held through various apps and other financial holdings, said Minisha Rupani, Senior Vice President, Anand Rathi Wealth.
Original Article
Published on Livemint
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