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Financial Life Consolidation

Dhanayush Capital Services Private Limited is primarily an SEBI Registered Investment Adviser and AMFI-registered Mutual Fund Distributor (ARN-94353) since Feb 24, 2014, and also distributes other investment products either directly or through its associates.

Over the years, financial documents, investments, and accounts often get scattered across institutions and family members. In times of transition — such as the passing of a loved one, or simply after years of deferred organisation — it can feel overwhelming to locate, verify, and bring everything together.

Our Financial Life Consolidation service helps you create a complete, structured view of your financial world. We assist in identifying, gathering, and documenting assets across multiple sources — giving you clarity, control, and peace of mind.

What this includes

  • Reviewing and compiling investment and insurance records
  • Locating and recovering unclaimed or forgotten assets (bank accounts, shares, etc.)
  • Consolidating physical share certificates, mutual funds, and deposits
  • Preparing a unified asset summary and ownership documentation
  • Organising nominee, KYC, and related paperwork
  • Creating an orderly digital or physical financial file for ongoing tracking

Ideal for

  • Families managing finances after the loss of a family member
  • Individuals who have delayed sorting their investments
  • Those looking to simplify and hand over clear records to the next generation

Outcome

A complete, accurate, and accessible picture of your finances, enabling informed decisions and smoother succession or advisory engagement.