Parents' Finances
Simple guides for adult children helping their parents in India with money: finding investments, organising documents, checklists and respectful support.
More parents' finances guides
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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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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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.
Read more →Not sure where your family stands? Take the free Family Health Check.