In Media

Inheritance Needs in the news

How depository participants, banks harass legal heirs and beneficiaries looking to transmit assets

Death claims - How some banks still pose hurdles

Multiple WILLs

Updating nomination in jointly-held investments can be a pain; here’s what you need to do

The gift of Inheritance: Would you sell of the property or manage it?

RBI panel proposes measures to improve customer services at banks

What are the operational issues in fixed deposits?

Business Standard

As banks challenge death certificates, customers are finding it hard to claim their own assets

All you need to know about Unclaimed Deposits

Heirs must know what you own to claim wealth: HNIs should opt for trusts

Business Standard

Stories – to – tell Ensure Seamless transmission of your wealth to designated beneficiaries

March 30, 2023

March 31 deadline for MF nomination gives headache to investors

‘Either or survivor’ clause in bank FDs a myth; surviving joint-holder has a Herculean task on hand

January 05, 2023

Joint FD accountholders need to beware of ‘either or survivor’ clause

January 27, 2023

All you need to Know about Filing a Deceased Kin’s ITR

Septmeber 30, 2022

How some mutual fund houses abuse the 10-day cooling period in transmission of MF units

August 19, 2022

How to transfer shares after a family member’s death: 4 scenarios

October 18, 2022

It’s time to claim your forgotten deposits kept with banks

How legal heirs can claim bank accounts without any nominees

CHCC Presents “Inheritance Preparedness For Your Indian Assets

April 22, 2022

Gift deed or Will: What’s the best way to pass on your assets to a loved one?

Should you hold your mutual funds in demat form or is statement of accounts mode better?

February 25, 2022

Why having a nominee is not relevant for a jointly held demat account

November 25, 2021

Estate route is an advisable option for inheritance

November 15, 2021

Three years since Section 377 abolishment. Can LGBTQIA persons buy insurance, nominate each other, invest in MFs, take a home loan?

September 06, 2021

How to write a foolproof Will to pass on your assets smoothly

Senior citizens should update their signatures with banks and brokers

Lost loved ones to COVID-19? Here’s how you can track their assets and investments

Why you should go for inheritance planning

Are stakeholder committees well-equipped to address shareholder issues

How registrar and share transfer agents slap the rulebook on hapless retail shareholders

Is Your WILL FOOL PROOF? – ET Wealth 22nd February 2021

February 22^nd & 28^th, 2021

Despite having nominees, death claims can be delayed by banks

November 10, 2020

The best mode of operating an FD account that factors in emergency withdrawals

September 09, 2020

How you can protect your family’s interests in these uncertain times

August 06, 2020

Webinar on “Inheritance: (Will)ing to address..? with Rajat Dutta

July 17, 2020

Inheritance- WILL IS ONLY
PART ONE

Inheritance – ‘WILL’ing to address and beyond…..

June 13, 2020

Life Session by HDFC Life featuring Rajat Dutta

June 08, 2020

The nitty-gritty of writing a Will during a lockdown

What happens when you don’t claim EPF?

E-Will works if the estate is not complex

February 15, 2020

QUORA

Use a Condicil to make small changesto your will

December 12, 2019

Five things to do once you have written your will

February 27, 2019

Secure banking assets, but settle liabilities too

January 14, 2019

QUORA

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