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Transmission of Financial Products

Experience seamless wealth transition with the transmission of financial products. In the event of a demise, efficiently transfer assets like mutual funds, stocks, and insurance policies to rightful heirs. Navigate the process by providing necessary documents, such as a death certificate and legal heirship documents. For mutual funds, initiate transmission through the asset management company, updating KYC details as needed. In the case of stocks, notify the depository participant or broker. For insurance, contact the insurer with relevant documents for policy updates. Facilitate a smooth financial transition, ensuring inherited assets continue to work towards the financial well-being of the next generation.