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Financial Life Consolidation

Dhanayush Capital Services Private Limited, a SEBI Registered Investment Adviser and AMFI-registered Mutual Fund Distributor.

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.