How
to ensure that you’re wealth does not go waste?
·
Keep
all transactions clean and simple.
·
Do
no overdo the diversification idea. There is no need to have a long list of
investments, 20 to 30 products should serve the purpose for most investors,
sell off those what is not working.
·
Take
help by preparing a consolidated statement of your assets from a financial
advisor for a fee.(you can negotiate)
·
Write
a will indicating the beneficiaries and the executor. Validate it with two
witnesses.
·
Unclaimed
investors money is transferred to the investor education and protection
fund....beware………….....Uma Shashikant
Source:
ET Wealth, 10-16 September, 2018
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