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Ask Ep-205: SEBI Big Changes for MF & Demat Holders - You'll Lose If You Don't Know
Original: Ask Ep-205 Mutual Funds & Demat Holders SEBI Big Changes తెలుసుకోకపోతే నష్టపోతారు
Takeaway
Read the new SEBI circular on nominee and account rules or risk losing access to your investments.
Summary
- SEBI released a 10-page circular this week with critical changes for every MF and demat account holder
- Key change: streamlined nominee claim process for deceased account holders
- Walks through a viewer case: 40-year-old software engineer earning Rs 29 lakh/month with homemaker wife and two kids
- Suggests detailed financial planning workflow tied to investment knowledge gaps in the viewer's portfolio
- Urges all MF and demat holders to read the SEBI circular's key points to avoid losses
SEBIMutual FundsDematNomineeRegulation
Original description
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