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How to nominate: Demat Account and PPF

How to nominate for Demat account, PPF account, Post Office Saving Schemes Nomination is the process of appointing a person to take care of one’s investments in the event of one’s death. For all investments except company bonds and stocks, nomination DOES NOT provide...

Claiming Deceased’s Mutual Fund Units

After the death of a loved one, family is usually in deep turmoil and legalities can compound the turmoil. The right paper work goes a long way in getting YOUR money to THOSE you love. This post is about what paper work is required when the deceased has invested in...

Mis-Selling or Mis-Buying: It’s My Money, My Responsibility

Why do we buy insurance product or a Mutual Fund or a stock or  for that matter any financial product ?Are these mis-bought or mis-sold? Who’s responsibility is it-the seller or the buyer? Who loses in the end? Does it extend beyond the financial products? These...
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