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October 23, 2024 / February 27, 2025 by admin

Q.3 : I am a mutual fund distributor wanted to make a will for me, need advice from you.

October 5, 2024 by admin

Response: Thanks for your query. Will is an important document – ideally consult a proper legal or investment adviser before preparing it. Some of the points which should be kept in mind are as follows : Nominee holds the assets in trust for the true legal heirs. Nomination only eases the process of transfer of […]

Q.2: I am married and have a son and daughter who are both married and have a daughter each. My husband and I separated more than 30 years ago and there is no legal divorce.

October 5, 2024 by admin

I have a flat which is self-acquired which I would like to bequeath in equal measure to my son and daughter through a Will. . What should I do please, to see that there is no challenge to my Will? Response : It is always possible to contest/challenge a will on multiple grounds, and it […]

Q.1: What is the easiest method to transmit all my wealth to my NRI daughter, after my death.Can I add joint name of NRI daughter in my financial assets. Presently I have only nominated my NRI daughter.

October 5, 2024 / October 5, 2024 by admin

From your question it is assumed that you wish to transmit your wealth to your NRI daughter after your death. The easiest way to ensure a quick transmittal is to make sure that she is the nominee in all the assets. The institutions holding your financial assets will transfer those financial assets to your nominee […]

News of Interest

Reimagining Nominations – Making Succession Smoother and Simpler – Whitepaper

October 3, 2024 / October 3, 2024 by admin

For very many reasons, as outlined in the paper, the process of claims by successors of deceased financial consumers remains difficult to navigate, especially at a time when the family and those surviving the individual are coping with the loss of a loved one and still grieving. Nominations facilities have provided a level of succor […]

India’s Economic Outlook: A Foreign Investor’s Perspective & Retirement Investment Strategies

September 6, 2024 by admin

Title : “India’s Economic Outlook: A Foreign Investor’s Perspective & Retirement Investment Strategies” Link: Click here.

Navigating the Art and Science of Investing

November 20, 2023 by admin

Topic – Navigating the Art and Science of Investing Date/Time – Thursday, 23rd Nov, 5pm to 6pm Speaker – Ramesh Mantri, Chief Investment Officer – Equities at Whiteoak Capital AMC. Moderator – Amit Kukreja, ARIA Board & SEBI registered RIA.

Podcast Vishal Dhawan

Should you hold equity forever?

November 17, 2023 by admin

Published On: Spotify – Podcast Author: Vishal Dhawan Click here to know more

Podcast Vishal Dhawan

4 ways to safeguard one’s portfolio from geopolitical risk

November 9, 2023 by admin

Published On: Spotify – Podcast Author: Vishal Dhawan Click here to know more

Podcast Sumit Duseja

How you can save tax on old investments in debt funds

October 31, 2023 by admin

Published On: LiveMint Podcast Author: Sumit Duseja Click here to know more