As per the white paper submitted by the Association of Registered Investment Advisors (ARIAS), the value of unclaimed mutual fund units alone is 24,000 crore. This is an astonishingly high amount, given that anyone would want that their assets should belong to their loved ones after they are no more. Many times, the money goes unclaimed because the legal heirs are unaware of it, or they don't know how to claim it. The process can become cumbersome in case there is no nominee registered and there is no will either. Here is a detailed account of what all you need to do and the documents one needs to stake a claim to the mutual fund investments as a nominee or legal heir or beneficiary.
What one needs to do
この記事は Mutual Fund Insight の September 2022 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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この記事は Mutual Fund Insight の September 2022 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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