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?
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?
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.
SSGS and Associates
Chennai
CA Inter
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Shaswat initial support private limited
Ahmedabad
CS
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CAclubindia
