Wealth Samadhan Card – An Online secured place to save one’s Investment related Information.
26, Jun 2018
Share Samadhan has recently launched an online platform to store/update investment related information so that the same can be accessed by you or your family in case of any contingency.
We all agree that the world is prone to VUCA (Volatility, Uncertainty, Complexity and Ambiguity) and so the life is. Everyone wish that their preserved Wealth / Investment reaches in the legitimate rightful hands but by nature we seldom share the brief elaborated commercial / financial information with our family/nominee and in case of any eventuality they find it difficult / take abnormal time to recover the financial assets.
Most of us work very hard in life time to create financial assets, invest time & efforts in financial planning, pondering over that expensive house we plan to buy and creating wealth through stocks, gold real estate, mutual funds, bank deposits, PF, Postal Savings etc . For all of us, the sole motive of such measures is to leave rich wealth legacy for our children / family so that they lead a comfortable lives. Therefore, it's important that the wealth is transferred in the hands of the rightful claimant of the wealth for whom it was created.
The data is available in the public domain the various investments of Rs. 3,00,000 Crore have just been in either physical papers or gone unclaimed due to various reasons. And one of the main reason is that the deceased family was not aware of the financial investments owned by the person before his death as the same was not shared by the individual with the family.
Share Samadhan has launched a service with secured server wherein one can preserve the information (minimal information) of the investments made by the individual and the same information will be shared with the family members (opted by individual) in case of untoward incidents of the wellbeing and the health of the individual and help the nominated person/s to get the investments transferred in their name at certain fees. We have the competence and the ability to smooth transition of the financial assets to the family members as we have been providing this service through our company Share Samadhan.
Share Samadhan (www.sharesamadhan.com ) has been assisting clients to recover all their Unclaimed Investment in Old Shares, Provident Fund, Matured Insurance, Mutual Fund, Postal Savings, and Inoperative bank accounts etc. since last 5 years.
Here we would like to point out that the subscriber of Wealth Samadhan Card has to share very minimal information which is adequate enough for us (Share Samadhan) to create valid linkages to various financial investments/assets owned by the individual in untoward situation of the wellbeing of the subscriber . This information would be shared by us with the family member/s of the deceased (opted by him/her at the time of the registration with us) and extend help/services to the family member/s for transferring the investments / assets in their names on a professional fees linked to the transfer of the assets in the name of family member/s . Family members would have the option to take avail our services. To know the well-being of the subscriber or member we would stay in continuous communication with him / her though mail or telephone.
Reiterating once again, we will not ask any financial document and not even amount of investments (Hence risk of confidentiality). Very minimal information would be asked for to create the valid linkages to the investments . One has to just click the nature of investments / assets….example is there at the link below
It is a sort of a checklist with minimal information to create valid linkages to the investments owned by the individual so that meaningful information can be passed on the family members at the time of untoward incident affecting the health and wellbeing of the individual . The whole purpose is to ensure that the wealth earned by the individual in his/her life time does not go unnoticed. We (Share Samadhan) pass on a meaningful information to the family members and help them in transfer of the assets in their names if they like.
Even in a situation where the information of the investments owned by the individual has been shared with the family members, in case of untoward situation of the subscriber, Share Samadhan will help in smooth transfer of the investments to the nominated person by providing its expertise and services at a fees linked with the realisation of the value of investments . This will help the family and save the hassles of running from pillar & post to lay their rightful claim on the financial assets and transfer the same in their names . We Bring One Window Solution to facilitate smooth transfer of the financial assets to the nominated person.