How to Include Mutual Funds and Demat Accounts in Your Will

Securities like mutual funds and shares transmit smoothly when your Will clearly identifies them and their intended beneficiaries.

• List each folio / demat account with its identifier.
• Ensure nominations are recorded and aligned with your Will.
• SEBI now allows simplified transmission below set thresholds.
• Above those limits, a probated Will or succession certificate may be needed.

Keeping an up-to-date asset register makes both your Will and eventual transmission far easier for your family.

This article is general information, not legal advice. For complex estates, consult a qualified professional.