Are your family’s investments scattered across multiple banks, deposits, or policies? You're not alone.

• Admin

In recent years, it has become incredibly easy to open Fixed Deposits, invest in mutual funds, buy insurance policies, or explore other financial products. Traditionally, one financially-savvy family member managed these investments for everyone. But with growing professional demands and complex compliance norms, keeping track of every investment—especially for retirees or those nearing retirement—has become a real challenge.

At Fintaxcraft, we’ve recently helped clients:
✅ Consolidate and summarize all family investments
✅ Identify missing or outdated nominations
✅ Recommend converting single accounts to joint accounts (Anyone or Survivor) for operational ease
✅ Consolidate interest payouts into one savings account for smooth cash flow
✅ Explore tax planning options for better post-tax returns
✅ Detect issues with old investments—like missing nominations or nominations in the name of deceased individuals—and guide corrective steps

💡 Whether it's simplifying your investment structure or ensuring your hard-earned money is easily accessible to loved ones, we offer end-to-end support in:

• Investment Record Consolidation

• Income & Cash Flow Analysis

• Tax Planning & Capital Gains Advisory

• Nomination & Account Structuring Guidance

• Estate & Succession Planning

• Compliance and Reporting Assistance

Let us help you bring clarity, control, and confidence to your family’s finances.

📩 Reach out today for a consultation.