What Happens To The Mutual Fund Claims Of A Deceased Investor? | The ET Money Show

In this episode of the ET Money show, our COO Mr. Santosh Navlani speaks about claiming MF units of a deceased investor, documents required, taxation and much more!
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[@Himanshu609]

Thank you for this subject I had this question for a very long time in my mind

[@Clark756]

All thanks to the man behind my smiles in trade no other person

[@syednomanpasha2157]

My mutual funds have lock in period, how do I break the lock in period, I hate that there is no contact number for ET money, and why should I pay for genius separately when I cannot transfer the funds from one account to another

[@imshaggy619]

Request - Can you please bring in any guest who has invested for long term and can share some experience on their investing for last 12-15 years

[@saulgoodman980]

What if I provide my credentials (MF account as well as linked bank account) to my family members? Can they redeem my units without having to go through all the required formalities?

[@rupeshghanekar2058]

I write it down in my diary and note down the the processes to my wife....

[@saulgoodman980]

@@rupeshghanekar2058 I was thinking the same, but was wondering if account would be frozen or something

[@rupeshghanekar2058]

@@saulgoodman980 who will freeze our mf acct without we intimate them....process is stop all sips, n start redemption to bank acct .then use Upi for fund transfer..that's it...share ur regd email access to your nominee...that is must thing to remember..

[@ramyasri6093]

I think this is not appropriate..and will create issues while filing your own taxes etc..

[@rupeshghanekar2058]

@@ramyasri6093 thts Right Actually

[@omprakashgratitude2363]

ET money is allowing to mutual fund through NRO account