Articles tagged “Estate Planning”
3 articles.
- How to decide between nominee and will for mutual fund inheritance
Step-by-step decision framework for choosing between nominee registration and will for mutual fund inheritance planning. Covers legal precedence, operational …
- Nomination in mutual funds
Nomination in mutual funds designates one or more individuals to receive the units in the event of the unitholder's death. Covers the SEBI nomination …
- How to add or update a nominee on a mutual fund folio (cross-platform)
Step-by-step guide to adding or updating a nominee on Indian mutual fund folios: the operational mechanics across AMC-direct portals, CAMS Online, KFinKart, …