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FINANCIAL ASSETS

Losing your loved ones is certainly painful and a family takes a lot of time to recover from the vacuum. However, more troublesome is when the fixed asset, financial assets, and other transaction needs transmission to the legal heir of the asset. Each asset has its complication and procedure to get the same transferred in favor of the rightful owner. The family needs handholding to deal with the complexities of handling the same, especially with the death of the main bread earner. We have observed families not only struggle to handle the documentation but also manage assets that do not have any nomination or 2nd holder to claim the amount.

We at Security have experience of over 5 decades in handling all financial assets transmission to the legal heirs. On the first hand, we take special care for our clients not to keep any investment without 2nd holder or nomination. We have a dedicated team to handle all such issues for clients and we ensure smooth transmission in the shortest period. Our experience of dealing with all products of investment and with our standing of over 5 decades gives us an edge in understanding financial products of yesteryears. The following are some of the issues that come our way for handling and related issues;

Issues Are:

  1. Post office investments where there is no nomination or 2nd holder in the investments.

  2. Transmission of Mutual funds where KYC is not complied with.

  3. Fixed Depts where there is no nomination or 2nd holder.

  4. Physical shares are not dematerialized and are owned by the deceased without 2nd holder.

And many more such unusual situations are being faced by the families and our team with help of legal experts brings appropriate solutions

What are Financial Assets?

Cash, stocks, bonds, mutual funds, and bank deposits are all examples of financial assets. Unlike land, property, commodities, or other tangible physical assets, financial assets do not necessarily have inherent physical worth or even a physical form.

FINANCIAL SERVICES