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Insights on Wills, inheritance and legacy.

Clear, practical guides for Indian families planning ahead.
Legal BasicsOct 2026·5 min read

Nominee vs legal heir: who really gets the money?

Most Indians believe the nominee owns the money. Courts have repeatedly said otherwise.

RegulationSep 2026·6 min read

SEBI's new transmission rules: what your family gains in 2026

Probate is no longer mandatory for inheriting shares, and there is now a 21-day processing clock.

Digital LegacySep 2026·5 min read

Your crypto, your passwords, your channels: how do they get handed over?

Digital wealth is access-driven, not document-driven. That is exactly why families lose it.

Unclaimed AssetsAug 2026·4 min read

How to find your family's unclaimed bank deposits

Over ₹67,000 crore sits unclaimed in Indian banks. Here's how to check if some of it is yours.

PropertyJul 2026·6 min read

Ancestral or self-acquired? The label decides who can claim your home

The Supreme Court has just reminded a Karnataka family that property bought after a partition is not joint family property.

PlanningJul 2026·6 min read

5 things every Indian Will should include

A Will doesn't need to be complicated — but it must be clear.

Unclaimed AssetsJun 2026·5 min read

Old share certificates in the locker: claim them before they slip away

If dividends go unclaimed for seven years, the shares themselves move to a government fund.

FamilyJun 2026·3 min read

Why the story behind an asset matters

Heirs don't just inherit an asset — they inherit the reason it mattered.

Legal BasicsMay 2026·4 min read

Succession certificate, probate and legal heir certificate explained

Three documents that often decide how long your family waits.

ChecklistsMay 2026·5 min read

The ten documents your family will need the day you're gone

Nothing here is complicated. All of it is useless if it lives in your head.

Protect what you've built. Pass it on with clarity.

Talk to our team about securing your family's legacy, or partnering with us as a financial institution.

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