Articles tagged “Legal Heir”
3 articles.
- Mutual fund transmission
Mutual fund transmission is the SEBI-mandated framework for transferring mutual fund units from a deceased investor to their legal heir(s) or nominee. Covers …
- How to claim mutual fund units via succession certificate
Step-by-step procedure for claiming mutual fund units via succession certificate when no nominee is registered. Covers court application, certificate issuance, …
- How to do a transmission of shares at Zerodha (death of holder)
Step-by-step guide to transmitting shares held in a Zerodha demat account to a nominee or legal heir after the death of the account holder, covering CDSL …