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 Topics :
- Clarifications for intra day transactions
- CA FINAL FR FINANCIAL INSTRUMENTS (Ind AS 109) Dou
- 70:30 GST rule for solar EPC: partial scope (struc
- TDS on Redevelopers hardship allowance received no
- Who will take FSSAI AND TRADE LICENSE: owner or te
- E Way Bill in respect of Without Bringing Material
- FAST DS 2026 query
- Consultation
- E-way notices for FY 22-23
- Gst file not created
Related Topics :
CAclubindia
