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How to transfer shares and MF units to the legal heir

Shares held in the name of a deceased share/unit holder are transferred to their legal heirs/successors on production of certified copy of death certificate and other documents necessary to uphold the validity of their claim. To get shares transferred, send the relevant share certificates to the company along with the certified copy of the transfer …

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The pyramid: Ordering your investment objectives

Investment planning is not like trying to win the lottery- it’s not a matter of luck. Crafting an investment strategy requires an assessment of resources, development of objectives, analysis of choices and opportunities, and, finally, a matching of those alternatives to long term goals.The most basic investment objective is safety and security of principal. When …

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