Every year a large amount of money in the Indian financial system sits unclaimed, almost always because of paperwork rather than fraud or market losses.
Nomination is the single most important entry
A registered nominee gives your family a defined route to the units if something happens to you.
Read your CAS once a year
The Consolidated Account Statement shows all your mutual fund folios linked to your PAN in one place.
Educational content only. This article explains how products and processes generally work. It does not take account of your personal circumstances and is not investment advice, a recommendation or an offer. RG Wealth Creation is an AMFI-registered Mutual Fund Distributor (ARN 308075) and is not registered with SEBI as an Investment Adviser or Research Analyst. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
