Services / Succession & Nomination Audit
Succession & Nomination Audit
A line-by-line review of every nomination, joint holding and beneficiary designation you have — and every mismatch between them and your stated wishes.
The most common finding
A nomination made twenty years ago naming a parent who has since died, or a first spouse, or one child out of three. Institutions pay the nominee on record; families then spend years unwinding it. A nominee is a receiver, not an owner — except for listed shares and certain insurance nominations, where the rules genuinely differ.
What you get
A single document listing every asset, its current nomination, its holding mode, the applicable succession rule, and the specific action needed. Most clients close 80% of their exposure with an afternoon of form-filling.
What you walk away with
- Every bank, demat, folio, policy, PF and locker mapped
- Nominee vs legal heir gaps identified in writing
- Joint-holding mode (either-or-survivor, jointly) checked
- Society share certificates and property records verified
- A prioritised fix list you can work through
Your family should inherit your wealth, not your paperwork.
Start with a confidential conversation. No documents needed, no obligation — just a clear view of where your estate stands today.