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Author: prarthnasingh

Crystal Peak Wealth > Articles by: prarthnasingh
how to convert physical shares into demat
July 16, 2026July 26, 2026Dematerializationprarthnasingh

How to Convert Physical Shares Into Demat: The Complete 2026 Guide for Indian Investors

If you've discovered a stack of old share certificates in a cupboard or inherited paper shares from a parent, you're not alone. Millions of Indian investors still hold physical securities — and many don't know how to convert physical shares…
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nomination in demat account
July 14, 2026July 15, 2026Dematerializationprarthnasingh

Share Transmission Without a Will: What Legal Heirs Need to Know

Investing in stocks, mutual funds, and other securities has become a common part of financial planning. While investors focus on choosing the right assets, tracking returns, and building wealth, one important aspect is often ignored — ensuring that these investments…
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share transmission without will
July 13, 2026July 15, 2026Dematerializationprarthnasingh

Share Transmission Without a Will: What Legal Heirs Need to Know

Shares are valuable financial assets that can create long-term wealth for families. However, when a shareholder passes away without leaving a valid will, their family members often face confusion about how to claim ownership of those shares. Many heirs believe…
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probate vs succession certificate for shares
July 9, 2026July 15, 2026Dematerializationprarthnasingh

Probate vs Succession Certificate for Shares: Which Do You Need?

When a loved one passes away, dealing with their financial assets is often one of the most challenging tasks for the family. Among these assets, shares and securities require specific legal procedures before ownership can be transferred to the rightful…
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SEBI mandate on physical shares
July 8, 2026July 15, 2026Investmentprarthnasingh

SEBI Mandate on Physical Shares: What Investors Must Know

SEBI Mandate on Physical Shares: What Investors Must Know For decades, Indian investors held company shares in the form of physical certificates. These paper documents represented ownership of stocks and were commonly used for buying, selling, and transferring shares. However,…
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joint holder share transfer
July 7, 2026July 15, 2026Financeprarthnasingh

Joint Holder Share Transfer: Process and Common Issues

A joint holder share transfer is a common requirement for investors who own shares jointly with a spouse, parent, sibling, or business partner. While holding shares jointly offers convenience and continuity, it can also create confusion when one holder passes…
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mutual fund transmission process
July 3, 2026July 15, 2026Dematerializationprarthnasingh

Mutual Fund Transmission Process After the Death of an Investor

The death of a loved one is emotionally overwhelming, and managing their financial assets often becomes an additional challenge. Among these assets, mutual funds are frequently overlooked because they don't come with physical certificates like traditional share certificates. Many families…
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how to claim shares of deceased family member
July 2, 2026July 15, 2026Dematerializationprarthnasingh

How to Claim Shares of a Deceased Family Member

Losing a loved one is one of life's most difficult experiences. During this emotional time, families often discover that the deceased owned investments such as shares, mutual funds, or securities. While these assets are meant to provide financial security for…
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how to check unclaimed shares by PAN
July 1, 2026July 15, 2026Financeprarthnasingh

How to Check Unclaimed Shares Using Your PAN Number

Did you know that thousands of investors in India have forgotten investments lying unclaimed for years? Whether it's shares purchased decades ago, dividends that were never claimed, or investments inherited from family members, many people are unaware that valuable assets…
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Dematerialisation of Shares
June 27, 2026July 15, 2026Dematerializationprarthnasingh

Dematerialisation of Shares: The Complete 2026 Guide to Converting Physical Certificates to Demat

If you've inherited a bundle of old share certificates from a parent or grandparent, or if you've simply never gotten around to converting paper stocks you bought years ago, you've probably heard the term dematerialisation of shares thrown around. And…
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