A friend of mine recently lost his father. He has very limited knowledge of his father's bank and other investments/assets details.
How can he gather all that information? Is there a centralized portal he can use?
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How to learn about a deceased family member's investments
Replies (1)
India has no single centralized portal, but a structured approach works extremely well. The Consolidated Account Statement (CAS) + Income Tax Returns together form the most reliable backbone for discovering a deceased person’s investments. With proper legal heir documents, almost all assets can be traced and claimed.
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