a. Wealth Samadhan Card is a medium to store as well as access investment information by the subscriber at any point of time. In case of any eventualities, the family person or any close relative whose contact number shared by subscriber may access the investment information after proper KYC about the right to access to information.
b. The Subscriber is not required to share any financial document as well as neither the amount of investment in any financial instrument or assets with Share Samadhan.
a. eLocker is an online document storage facility to store all valuable documents at one central secure location. Wealth Samadhan Card is just providing a platform to share investment information without any physical document hence ensuring the confidentiality of the subscriber’s financial information.
a.The following persons may need Wealth Samadhan Card :
a. Share Samadhan will be glad to assist settling the claim. For such service Share Samadhan will charge fees
b.Once Share Samadhan is being engaged to recover the wealth at certain fees then the required formalities will be prepared and executed by Share Samadhan.
a. They may approach Share Samadhan with the Wealth Samadhan Card issued to the subscriber and produce sufficient evidence of the reason of subscriber not able to withdraw the investment. Share Samadhan will then share all the investment information with the family member.
b.They may approach Share Samadhan with the card issued to the subscriber and produce sufficient evidence that he/she is the legal heir of subscriber or close relative / friend whose name was shared by the subscriber with Share Samadhan.
a. Share Samadhan is just like a Gmail account of your investment which does not store any investment document and also does not seek any amount of investment hence no question of any leakage
a. You can ask for re-issue of card. The same will be replaced at a nominal fees
a. Yes, Share Samadhan will seek documents available with the family member of the subscriber and will try connecting with relevant authorities to get information about the investment made by the subscriber.
a. Cost of lawyer is being borne by the investor / legal heir of the investor or subscriber.
a. For the services like all the financial instrument recovery and the execution work will be done from centralized office of Share Samadhan. In case Share Samadhan takes the mandate to recover your investment then we will travel, if required.
a. This is part of KYC compliance required by most of the authorities to have PAN card. In case you lost PAN card then one can apply for duplicate PAN card. Share Samadhan will assist in getting the PAN card at the cost of the client in case it takes the mandate to recover you investment.
a. In case where mandate is not executable because of no fault of the client then we refund the advance paid by the subscriber.
a. No, the registration fees can only be set off against the fees payable by the subscriber for any service availed from Share Samadhan for recovery of the investment. So no refund option is available.
a. If execution of WILL is required, Share Samadhan will assist you for the same, to make it hassle free.
a. No, till the time the subscriber is alive.
b. In case of any eventualities to the subscriber then Share Samadhan would share the information after KYC compliance.
a. Through Know Your Wealth Service, we will assist subscriber in the following
a. The annual fees will be communicated by Share Samadhan from time to time.
a. The following are some of the example to fill the investment boxes in the portal
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