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?
Menu
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.
Recent Threads
- 17(5) Blocked ITC
- Transfer of equity shares to original owner
- Login credentials and payment acknowledgement not
- Export sales not realised payment not received fro
- Capital gain account amount utilisation
- Form 26QB – Section 194-IA: TDS on Full Cons
- Indexation Benefit available or not on Calculation
- Documents for return exhibition material
- Can I set off equity losses(both short term loss a
- Input tax credit on rent to rent
Related Threads
CAclubindia
