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Kya isi din ke liye hume chuna tha ?Ziauddin Khan, Omega Financial, Bhilal

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Key Take-Aways
  • In case of sudden demise, the family can contact the financial advisor for help on how to transfer the assets as well as how to continue the investments.

  • A spouse should be aware of the investments and so get involved. Meet with the financial advisor and understand your financials.

  • Don't sign any document you are not sure of and if you have doubts, talk to your advisor about what is written in the documents and get clarity before signing.

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"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
Ritesh Kumar ARN NO :IDFC Bhilai, 22 Nov 2018

Great gestures.

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