Your Step-by-Step Guide to Demat Account Transfer
Introduction Did you know that over ₹1,000 crore worth of investor money goes unclaimed in India every year because families have no idea where their investments are or how to…
Why a Loan Tracker Might Be the Best Financial Tool You’re Not Using Yet.
There’s a strange comfort in checking our bank balance or tracking an investment. Watching numbers grow gives us a sense of control, doesn’t it? But when was the last time…
Why Adding Securities to Your Will Matters More Than You Think
Ever heard stories of people finding out that their parents or grandparents owned old shares worth lakhs, or even crores today? Sounds like a dream, right? But for every lucky…
The Assets You Can’t Touch, But Must Protect: Your Intellectual Property
Some of life’s best ideas aren’t born in boardrooms or pitch decks.They’re born in hostel rooms. After long days of classes and shared struggles, you sit with your roommates, friends…
₹8,500 Crore in Pension Savings Went Unclaimed. Don’t Be the Next Case.
You work hard. You save for decades. But what if one missing paper or one forgotten detail wipes that all away? That’s exactly what happened in 2023–24. More than ₹8,500…
Untracked Investments Become Unclaimed Wealth. Include Investment Accounts in Estate Plan!
According to the Reserve Bank of India's Annual Report, as of March 2024, over ₹78,000 crore lies unclaimed in bank accounts. Most of it is now sitting in a government…
Include Bank Lockers in Your Will. Here’s Why!
We often picture bank lockers as the safest place for life’s most treasured belongings-wedding jewelry, family heirlooms, vital documents. Locked up. Out of sight. Protected. But for many families, those…
What Happens to Your Private Limited Company If You Are Not Around?
You remembered to list your house, your bank accounts, even that plot of land in your hometown. But what about the company you built from scratch? It started with an…
The Risk of Ignoring Post Office Accounts in Estate Planning
They saved quietly, consistently, and with purpose. But without proper documentation, those savings can vanish into bureaucracy.What should be a straightforward process of accessing savings meant for education, healthcare, or…
Don’t Forget Your Bank Accounts When Writing a Will
Death. The only certainty in life. One, we often do not prepare for. Losing someone you love is hard. But what if, on top of the heartbreak, you suddenly couldn't…