Create a simple list of your policies, investments and the institutions that hold them. Keep a separate list of questions that need a response.
- Record policy renewal dates and contact channels.
- Check that your contact and nomination details are current with the provider.
- Store important documents in a location you can access securely.
- Keep passwords and OTPs private.
Share only the records needed for an enquiry and ask how sensitive documents will be handled. Do not send account login credentials to an advisor or intermediary.
Account security: SEBI — secure your investment account.
Educational only. No stock calls, fund ratings or forecasts. Personal circumstances and applicable policy or scheme terms matter.
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