Priya Menon, 61, recently widowed in Pune
When Priya lost her husband, we helped her regain control — and peace.
For 34 years, her husband managed the finances. When he passed away suddenly, nothing was accessible.
No Will. No nominee on his NPS. Mutual funds across unknown folios. ₹40,000 in her name. A locker key missing.
₹1.2 crore trapped across seven folios.
Her children wanted to help, but no one knew where to start.
We guided her through every step:
- Filed every mutual-fund, PPF and insurance claim, and retrieved missing statements
- Drafted her own Will, clearly written and legally signed
- Built a safe, flexible retirement plan
- Ensured every account had a nominee or joint holder
She later said, “I wasn’t just grieving my husband. I was grieving a world I didn’t understand.”
All paperwork finished in 21 days.
Today, Priya is in control. Her Will is ready. Her finances are calm. Her family is at ease.
[Download: ‘What Your Family Should Know’ — Free Checklist (Excel)]