Investor Awareness Session – Jaipur: Planning Beyond the Present

Introduction: At Milestone Hotel, Jaipur, AasaanWill hosted a powerful conversation around something most investors don’t think about until it’s too late — succession planning.

In collaboration with Jeevantika Finserv, we brought together a room full of investors, families, and finance professionals to raise awareness on a critical issue: what happens to your shares if there’s no Will?

This wasn’t just a financial literacy session. It was a reality check.

The Forgotten Wealth: Lost Shares and Legal Loops

In India, over ₹80,000 crore worth of shares remain unclaimed — not because they’re lost, but because families don’t have the legal right or clarity to access them.

When there’s no Will in place, families can face:

• Frozen demat accounts

• Delays in transmission of shares

• Disputes among heirs

• A long-drawn court process with no guarantee of resolution

This is the invisible crisis we set out to address during our session.

What the Session Covered

The discussions were practical, relatable, and deeply personal. Participants learned:

• How to trace and recover unclaimed shares through the expertise of Jeevantika Finserv

• Why a Will is critical for anyone who owns stocks, mutual funds, or digital financial assets

• How AasaanWill offers legally valid Wills with end-to-end support, including registration and executor assistance

• Real-life case studies where absence of a Will led to years of litigation and stress for families

The Q&A segment saw an outpouring of real concerns: What happens if my nominee is not my legal heir? Can I include digital investments in my Will? How can I ensure fair distribution for all my children?

The Core Message: Protecting Today Isn’t Enough

Investors often focus on building their portfolios, but don’t realise how fragile that wealth becomes without a plan for the future. A Will isn’t just a legal document — it’s a tool for clarity, continuity, and peace of mind.

This session reminded us that legacy isn’t about how much you leave behind, but how clearly you leave it.

If You Haven’t Written a Will — Start Today

Whether you’re an active investor, a first-time demat account holder, or someone who has inherited assets — a Will ensures your wishes are respected and your family is protected.

Visit www.aasaanwill.com to get started. Or reach out to our team to know how we can help with both share recovery and Will drafting.

At AasaanWill, we’re making succession planning simple, secure, and accessible.