Name in mutual funds

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    • #64747 Reply
      User_18d01d72
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        User_18d01d72
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        January 28, 2025 at 5:47 am
        My name in birth certificate was suppose xyz but in class 7 i changed it to abc. A particular bunch of mutual funds on name xyz matured this month . But all my bank account and Aadhar and everything has the adult name. How to prove that both of these are my names . The court affidavit o lost in an incident with newspaper clip . What can i do

        Please help as I need that money very seriously

      • #64748 Reply
        Niharikarider869
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          Niharikarider869
          PARTICIPANT
          January 28, 2025 at 6:01 am
          Very few mutual funds have maturity dates, most of them are open ended and redeemable on demand. Are you sure you are dealing with mutual funds or insurance policies?

          If these funds are in your original name that you changed in class 7 then we’re investments by a guardian?Β 

          Is any KYC done on the mutual funds?

          You need to clarify details for anyone to provide advise

          • #64749 Reply
            User_18d01d72
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              User_18d01d72
              OP
              January 28, 2025 at 8:35 am
              Yes they were done by my father. And i m sure it’s mutual funds type something . Now i m 26. They were done in about 2006-07. My father died in 2015.

              • #64750 Reply
                Niharikarider869
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                  Niharikarider869
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                  January 28, 2025 at 8:40 am
                  You need to reveal exact name of the fund to get any proper advise.

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