Consider a long-term client who has diligently invested in a large-cap fund for years but has repeatedly ignored your requests to update their nomination details. You receive a call from their spouse, panicked because...
Consider a client who passes away unexpectedly, leaving behind a significant portfolio in a Liquid Fund and an ELSS, but having never filed a nomination form. As an MFD, you will find that the operational procedure for...
Picture a client who has spent a decade investing in systematic investment plans (SIPs) across five different fund houses, resulting in a pile of physical account statements and half a dozen separate folios. When they...