Recent Queries Archives - Association of Registered Investment Advisers

Recent Queries

Q.3 : I am a mutual fund distributor wanted to make a will for me, need advice from you.

October 5, 2024 / February 27, 2025 by admin

Response: Thanks for your query. Will is an important document – ideally consult a proper legal or investment adviser before preparing it. Some of the points which should be kept in mind are as follows : Nominee holds the assets in trust for the true legal heirs. Nomination only eases the process of transfer of […]

Q.2: I am married and have a son and daughter who are both married and have a daughter each. My husband and I separated more than 30 years ago and there is no legal divorce.

October 5, 2024 by admin

I have a flat which is self-acquired which I would like to bequeath in equal measure to my son and daughter through a Will. . What should I do please, to see that there is no challenge to my Will? Response : It is always possible to contest/challenge a will on multiple grounds, and it […]

Q.1: What is the easiest method to transmit all my wealth to my NRI daughter, after my death.Can I add joint name of NRI daughter in my financial assets. Presently I have only nominated my NRI daughter.

October 5, 2024 / October 5, 2024 by admin

From your question it is assumed that you wish to transmit your wealth to your NRI daughter after your death. The easiest way to ensure a quick transmittal is to make sure that she is the nominee in all the assets. The institutions holding your financial assets will transfer those financial assets to your nominee […]