Tag Archives: Process to transfer mutual funds from deceased person to another

How to transfer mutual fund units of a deceased person to the nominee or legal heir or another joint holder?

Transfer mutual funds of a deceased to nominee/legal heir/another joint holder One would save money and invest in mutual fund schemes for their better life or for the family members. Everything goes smooth till such time investor is alive. But what happens to mutual funds when such an investor die? There are various scenarios where … Continue reading How to transfer mutual fund units of a deceased person to the nominee or legal heir or another joint holder?