Mutual Fund Nominee vs Legal Heir in India: Who Actually Inherits Your Investments?

A nominee receives your mutual fund units after your death, but that does not make them the owner. Your Will and succession law decide who inherits. This guide explains the difference, the 2026 SEBI nomination and claim rules, and how to keep your nominations and Will aligned.
Mutual Fund Risks Explained: A Practical Guide to Understanding and Managing Investment Risk

A practical breakdown of the real risks behind mutual fund investing market, credit, liquidity, interest rate, inflation and behavioural and how disciplined portfolio construction helps manage them, from the research-based advisory team at SJS Finserve.