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

Great gestures.

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