The Kashly Blog
Simple guides to help your family organise, understand and protect its money.
The Financial Checklist Before Moving Abroad While Your Family Stays in India
Moving abroad while family stays in India? A financial checklist to list Indian accounts, update contacts and residential status, and plan family access.
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How to Organise Family Finances After Having a Baby
A financial checklist after having a baby in India: new costs, insurance and nominees, birth documents, an education goal, leave and first-year admin.
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A Family Money Checklist When a Parent Retires
A family checklist for when a parent retires in India: income sources, EPF and gratuity, FDs, insurance, nominees, KYC, monthly cash flow and a yearly update.
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Should Married Couples Combine Their Investments or Keep Them Separate?
Should married couples in India combine investments or keep them separate? A fair look at separate, joint-goal and hybrid setups, plus questions to discuss.
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How to Keep Track of Parents' Investments in India While Living Overseas
How NRIs can track parents' investments in India from abroad: a central list, verified vs estimated values, maturity reminders, time zones and tracker options.
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The Financial Checklist After Marriage in India
A practical financial checklist after marriage in India: money talks, documents to update, nominees, insurance, a shared budget and a first-90-days plan.
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How Can NRI Children Help Parents With Investments Without Taking Control?
How NRI children can help parents in India with investments without taking control: information vs decisions, approved access, action logs and talk tips.
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The Annual Family Financial Review: A Checklist for Indian Households
An annual family financial review checklist for Indian households: update your inventory, goals, nominees, KYC, insurance records, FDs and emergency contacts.
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How to Review Nominees Across Your Family's Financial Accounts
A step-by-step way to check nominees on bank accounts, FDs, mutual funds, demat, insurance, EPF and PPF in India, with a nominee review tracker you can copy.
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Mutual Funds Without a Nominee: What Should Families Check?
Have mutual funds without a nominee? How to check nomination status, add a nominee or opt out under SEBI's 2026 rules, and what happens if the investor dies.
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How to Create a Family Net Worth Statement in India
Learn how to create a family net worth statement in India: list assets by member, avoid double counting loans, value property sensibly and update it yearly.
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An NRI Child's Checklist for Organising Parents' Financial Records
A checklist for NRI children organising parents' financial records in India: what to gather on a call or visit, nominees, KYC, contacts and a routine.
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The Family Emergency Financial File: What to Include and How to Store It
What to put in a family emergency financial file, what to leave out, and how to store it safely. Includes an index template and a 60-minute setup plan.
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How Can a Family Find Mutual Funds After an Investor Dies?
Lost a parent and not sure what mutual funds they held? How to find a deceased person's mutual funds in India using statements, CAS, MITRA and fund house claims.
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How to Organise Family Investments Across Multiple Accounts
How to organise family investments in India across members, apps and accounts: a member-wise inventory, avoiding double counting, and a simple family dashboard.
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How to Help Elderly Parents Manage Money Without Taking Away Their Independence
How to help elderly parents manage their money while respecting their independence: simple routines, scam safety, who sees what, and conversation starters.
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What Happens to Your SIP If You Die?
What happens to a SIP after the investor dies in India? How future instalments stop, what happens to existing units, and what nominees and families need to do.
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What Financial Information Should Your Family Know About You?
Your family needs a map of your money, not your passwords. Here is what financial information they should know, what to keep private, and a one-page sheet.
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Closing Auction Session Explained: How It Affects Mutual Fund Investors
Learn what the closing auction session is, how closing prices are determined, and how it can affect mutual fund NAV and investors in India.
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How to Organise Your Parents' Financial Documents in One Place
A parents' financial documents checklist with a simple folder system, a document index template and a 30-minute routine to keep everything in one place.
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How to Manage Your Parents' Finances in India From Abroad
Living abroad with parents in India? A practical NRI guide to managing parents' finances remotely: consent, records, check-ins, approved access and local help.
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If Something Happens to You, Will Your Family Find Your Investments?
If you are the one who handles the money, your family may not know what you own. Here is a one-hour plan to make sure they can find your investments.
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The Financial Checklist Every Family Should Complete for Ageing Parents
A complete financial checklist for ageing parents in India: accounts, pension, insurance, loans, nominees, KYC, documents and a yearly review you can follow.
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Where Are My Parents' Investments? A Checklist for Finding Everything
Can't find all your parents' FDs, mutual funds or policies? Use this checklist, consolidated statements and official tools to find their investments safely.
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Family Financial Inventory: How to List Everything Your Family Owns
What a family financial inventory is, what to include for each member, and a sample table you can copy to list your family's assets, loans and policies.
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How to Manage Your Parents' Finances in India: A Practical Guide
A step-by-step guide for adult children on managing parents' finances in India: the first talk, a master list of accounts, nominees, documents and reviews.
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