Nominees & Family Continuity

Make sure your family can find and claim your money: nominees, emergency files, SIPs and mutual funds after death, and how claims work in India.

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An Indian father on a sofa handing a tabbed file folder to his adult daughter, with a passbook, a rupee card, a phone and keys on the side table

30 July 2026·6 min read

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.

More nominees & family continuity guides

An Indian couple at a table reviewing a bank passbook, a fixed deposit receipt and insurance papers next to a stack of rupee coins

Nominees & Family Continuity

10 September 2026·5 min read

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.

A man sits at a desk using his smartphone with mutual fund nomination documents and a pen laid out in front of him

Nominees & Family Continuity

7 September 2026·6 min read

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.

A man holding financial documents stands beside a woman organizing a file box and folders on a shelf

Nominees & Family Continuity

27 August 2026·5 min read

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.

A man sits at a desk with a laptop, reviewing paper files near a garlanded portrait of an elderly parent

Nominees & Family Continuity

25 August 2026·6 min read

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.

A woman and a man sit at a table reviewing a mutual fund document and a smartphone beneath a garlanded portrait of a deceased elder

Nominees & Family Continuity

14 August 2026·6 min read

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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